Creating a Category

Objective

After completing this lesson, you will be able to create a Category in SAP Fieldglass.

Category

Categories are used to help keep job posting templates, documents, and supplier qualification forms organized.

For example, when Brian creates a job posting template, he can associate it to one of the categories, such as the Information Technology category, to make that template easier for WorkingNet’s hiring managers to find. So when Mavis creates a job posting, she can filter the template list by category to quickly sort and find the appropriate template.

A Job Posting Setup page highlighting the Administrative Categories listed in the Category column and their correlation to the Categories listed on the Category List page. For example, Administrative and Technical appear in the Category List and are associated to Job Posting Templates can thus be sorted by Category during Job Posting Setup. Some of the templates listed do not show categories, indicating they are not associated to one.

Navigating the Category Admin Object

Configuration section of the Admin Menu, the Category selection is highlighted.
1To view a list of categories associated to the tenant, select Category from the Configuration section of the admin menu.

Category List Page

Category List page displaying the list of categories by Code, Name, and Module. In the page header above the list are three sorting fields: Code, name, and Module. he Module column and the Supplier All Screening link in the Code column are highlighted.

The category list page displays the module, code, and name of the category.

2

Categories can be associated to one of four Modules:

  • Job Postings allow you to group similar job posting templates, streamlining the process for job posting creators to locate the appropriate template. A category created for job postings gives you the options of associating activity items to the category.
  • Document categories group documents in the reference library and help to limit their visibility to specific user roles.
  • Question groups similar questions that appear on the supplier qualification form. Only categories can be associated to qualification form templates. Only questions created in the Question admin object for the Supplier Qualification module are available to be added to a question category.
  • Master Data elements can be added using the +Master Data link. Only master data elements created in the Master Data admin object are available to be added.
3To view the details of a Category, select an appropriate link in the Code column.

Category Details Page

Category Details page, the details of which include two sections: Master Data and Sub-category. The Master Data sections lists the master data included in the Category and includes details on the Code, Name, Data Type, and whether the data is Mandatory, Encrypted, and is a Field Type. The Sub-category section includes the Code and Name. The Master Data section and the Sub-category section are highlighted.

Similar to the list page, the details page provides the module, code, and name of the category. For categories created for job postings and documents, these details are the only information presented. Master data and questions include additional information, such as what appears here.

4Master Data information can be added when the category is created. If this were a question category, any questions selected from the question library would be listed here.
5

The existing master data categories that should be included as Sub-categories to the current category. Only master data sub-categories can be associated to a master data category.

In the illustrated example, the Network IT sub-category includes items specific to networking that suppliers must consider.

Create a Category

WorkingNet, a global manufacturer of data networking equipment, wants all manufacturing-related job postings to be contained in a category called "Manufacturing." This will allow all job postings for manufacturing to be grouped together so it’s easier for hiring managers to find them.

As the SAP Fieldglass administrator for WorkingNet, you are now tasked with creating a new category that will group documents such as manufacturing job posting templates.

ExerciseStart Exercise

Summary

Categories help organize and streamline the SOW creation process by associating certain criteria to appropriate templates so that user can quickly find an appropriate template by filtering for the category.

Key Points:

  • Modules: Categories can be associated with Job Postings, Documents, Question Groups, and Master Data elements.
  • Association: Buyers can link job posting templates to specific categories like Information Technology.
  • Details: Each category displays its module, code, and name on the list page; additional details are viewable on the details page.
  • Master Data: Master data elements can be added and associated with categories.
  • Sub-categories: Master data categories can include other master data categories as sub-categories.

Learning

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