Creating Qualification or Miscellaneous Processes

Follow these steps to create a qualification or miscellaneous process project that evaluates a supplier for a specific combination of commodities, regions, and departments using information from modular questionnaires.

As a category manager for NSM Global, Joe Ortiz ensures that his assigned suppliers align with the company’s qualification requirements. Joe must determine whether a newly registered supplier, Intellitech Direct, meets the criteria for supplying information technology and telecommunications products to all NSM Global departments in North America. To evaluate the supplier’s suitability to provide these products in the designated region, Joe will create a new qualification process.

In this video, you’ll watch Joe create a new qualification process in the supplier’s profile.

1. In the Qualifications or Processes detail area of the supplier's profile, choose the add icon.

2. In the Process Type dropdown list, select the type of process you want to create.

3. In the process intake form, enter the following information:

   • Answers to any available questions about the commodities, regions, and departments to which the process applies
   • An expiration schedule and an expiration reminder schedule, if available
   • Any other questions included in the intake form

4. Choose Next.

   Note

   You can only proceed to the next step if you're a process initiator for the type of process you selected and there's no existing process of the same type for the combination of commodities, regions, and departments you've selected.

5. Select questionnaires to include in the process by performing the following actions:

   1. In the Add new questionnaires area, select the new questionnaires you want to include in the process. The system automatically selects required questionnaires, and you can't uncheck them.

   2. If the questionnaire has already been assigned and is reusable, perform any of the following actions in the Reuse existing questionnaires area:

      • Select the questionnaires to reuse in the new process.
      • Slide the toggle switch to request an update as part of the new process. If the questionnaire has been set up to always request updates, you can't change this setting.

6. Choose Next.

7. Optional: The default recipient for external questionnaires is the supplier's primary contact. Change the recipient of any external questionnaires from the default by performing the following steps:

   1. To the right of the external questionnaire, choose Change recipient.

   2. Select the recipient that you want to use. If the recipient you want isn't listed as an existing contact and you have permission to create contacts, you can add them here.

   3. Choose Save.

8. Optional: The default recipient for internal questionnaires is the process initiator who creates the process project and becomes its owner. Change the recipient of any internal questionnaires from the default by performing the following steps

   1. To the right of the internal questionnaire, choose Change recipient.

   2. Select the recipient that you want to use. If the recipient you want isn't listed, search for them.

   3. Choose Confirm.

9. Optional: Enter a message to internal and external questionnaire recipients. This message is included in the e-mail notifications recipients receive asking them to complete the questionnaires.

10. Choose Send.

11. Choose OK to confirm that you want to create the process.

In this exercise, you’ll create a qualification process in a supplier’s profile.

Follow these steps to create qualification and miscellaneous processes for one or more suppliers at a time for a specific combination of commodities, regions, and departments.

Category manager Joe Ortiz needs to assess whether two recently registered suppliers are suitable for supplying information technology and telecommunications products to all NSM Global departments in North America. Since Joe is qualifying the suppliers for the same set of commodities, regions, and departments, he can initiate process projects for both suppliers at the same time. This approach allows him to avoid starting each process separately from the suppliers’ profiles.

In this video, you’ll watch Joe create a new supplier management process for multiple suppliers at once.

1. On the dashboard, choose Manage → SM Process Flow.

2. In the Processes area, choose the add icon.

3. In the Process Type dropdown list, select the type of process you want to create.

4. In the process intake form, enter the following information:

   • Answers to any available questions about the commodities, regions, and departments to which the process applies

   • An expiration schedule and an expiration reminder schedule, if available
   • Any other questions included in the intake form

5. Choose Next.

   Note

   You can only proceed to the next step if you're a process initiator for the type of process you selected.

6. Choose questionnaires to include in the process. The system automatically selects required questionnaires, and you can't uncheck them.

7. Choose Next.

8. Select the suppliers that you wish to create the process for.

9. Choose Next.

10. On the confirmation page, select the Suppliers good to go tile and verify that the primary contact for each listed supplier is the person you want to send the questionnaires to. If not, perform the following actions:

    1. Choose Change contact.

    2. Optional: If the person you want to invite isn't listed as one of the supplier's current contacts and you have the required permissions, choose Add Supplier Contact and add a contact.

    3. Select the contact that you want to invite and choose Save.

11. If you added any suppliers that don't currently have contacts and you have the required permissions to add contacts, select the Suppliers missing contacts tile and add a contact.

12. Choose Next.

13. Choose Send.

14. Choose OK.