Configuring Decision Form Templates

Objectives

After completing this lesson, you will be able to:

  • Demonstrate the use of a Decision Form.
  • Navigate a Decision Form template admin object.
  • Configure a Decision Form in SAP Fieldglass.

Decision Form Template

The Decision Form feature allows Buyers to capture and review information in order to authorize the creation of job postings, statements of work, SOW bids, profile workers, and/or projects. The ultimate procurement type is determined based on the information provided by the User.

Decision Forms are essentially guided request forms: When one is completed, it is routed to an appropriate approver who evaluates the request. If approved, the information on the form is carried over to the selected procurement solution.

For example, Mavis uses a Decision Form to help her decide on an appropriate type of worker. Select thePlanning option from the menu bar to follow Mavis as she creates a Decision Form.

Navigating the Decision Form Template Admin Object

Select the Decision Form Template admin object from the Workflow section of the admin menu to view the list of decision form templates available in WorkingNet’s tenant.

Create a Decision Form

WorkingNet needs a decision form to help hiring managers vet Independent Contractors based in the UK.

As the SAP Fieldglass administrator for WorkingNet, you’ll create that decision form.

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