Exploring Advanced Operations Desk Management

Objectives

After completing this lesson, you will be able to:
  • Perform agent tasks and in the Procurement Operations Desk
  • Perform manager tasks in the Procurement Operations Desk

Agent Tasks

Agents within the Procurement Operations Desk (POD) are responsible for:

  • Adding preferred suppliers to fulfill orders​
  • Validating requisition details and making necessary changes
  • ​Collaborating to find information required for approvals​
  • Adding custom substatuses to track approval progress​
  • Adding high-priority tags to urgent requisitions​
  • Rejecting requisitions with predefined reasons​
  • Reassigning requisitions to other approvers to balance the workload
  • ​Filtering and sorting requisitions based on various criteria​
  • Adding comments and attachments to requisitions
Example of assigned requisition.

Workflow for POD Agent

Manager Tasks

POD Managers are responsible for:

  • Overseeing day-to-day approval activities​
  • Balancing team workload​
  • Tracking service level agreement violations​
  • Monitoring progress for high-priority requisitions
  • ​Assigning and reassigning requisitions within the team
  • ​Ensuring operational efficiency and compliance​
  • Collaborating with agents for requisition processing​
  • Managing the team's performance and metrics
  • ​Developing strategies for process improvement.
  • ​Serving as a liaison between agents and higher management
Manager's tasks.

Workflow for POD Manager

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