Build Vendor Management Application Task 7

Build Vendor Management Application

Create and use Objects and connect them with your Templates.

20 min | 9 Tasks

Task 7 Create and Assign Workflow

  • Go to the “Workflow” section of your Workspace Settings
  • Create a new Workflow called “Vendor Lifecycle Management”
  • Choose that the workflow is for Objects, and confirm.
  • Create the following Stages in the Workflow Editor: To Be Onboarded, Onboarding in Process, Onboarding On Hold, To Be Approved, Approved, To Be Terminated, Terminated.
  • Create an Approval between Stages “To Be Approved” and “Approved” and Publish the Workflow.
  • Go back to the Objects Section, Click Edit for the “Vendors” Object, activate Workflow for the Object
  • Assign the newly created “Vendor Lifecycle Management Workflow” to the Object and Confirm.

Step-by-Step Guide

Step 1: Go to "Workflow"

Go to the “Workflow” section of your Workspace Settings. Create a new Workflow called “Vendor Lifecycle Management.”

Choose that the workflow is for Objects, and confirm.

 

Step 2: Create the following Stages in the Workflow Editor

Create the following Stages in the Workflow Editor: To Be Onboarded, Onboarding in Process, Onboarding On Hold, To Be Approved, Approved, To Be Terminated, Terminated.

Create an Approval between Stages “To Be Approved” and “Approved” and Publish the Workflow.

 

 

 

Step 3: Go back to the "Objects"

Go back to the Objects Section, Click Edit for the “Vendors” Object, activate Workflow for the Object

Assign the newly created Vendor Lifecycle Management Workflow to the Object and Confirm.

 

Build Vendor Management Application Task 6

Build Vendor Management Application

Create and use Objects and connect them with your Templates.

20 min | 9 Tasks

Task 6 Associated Document Records

  • Click “Create”
  • Insert the property name “Vendor’s Documents,”
  • Choose “Document Record: Multiple items” in the Property Type dropdown
  • Tick “Show in the Management area.
  • Confirm by clicking on “Create.”

Step-by-Step Guide

Step 1: Click "Create"

Click “Create.” Insert the property name “Vendor’s Documents,” then choose “Document Record: Multiple items” in the Property Type dropdown.

Step 2: Tick “Show in the Management area.”

Tick “Show in the Management area.Confirm by clicking on “Create.”

 

Build Vendor Management Application Task 5

Build Vendor Management Application

Create and use Objects and connect them with your Templates.

20 min | 9 Tasks

Task 5 Service Delivery

  • Click “Create.”
  • Insert the property name “Service Delivery
  • Choose Single Choice Select in the Property Type dropdown
  • Add the following options: Reliable Vendor, Occasional Delays, and Unreliable Vendor.
  • Check “Show in the Management area.”
  • Confirm by clicking on “Create and add another.”

Step-by-Step Guide

Step 1: Click "Create."

Click “Create.” Insert the property name “Service Delivery.Choose Single Choice Select in the Property Type dropdown and add the following options: Reliable Vendor, Occasional Delays, and Unreliable Vendor.

Step 2: Check “Show in the Management area.”

Check “Show in the Management area.” Confirm by clicking on “Create and add another.”

 

Build Vendor Management Application Task 4

Build Vendor Management Application

Create and use Objects and connect them with your Templates.

20 min | 9 Tasks

Task 4 Recent Assessment

  • Click “Create”
  • Insert the property name “Recent Assessment
  • Choose Single Date in the Property Type dropdown
  • Tick “Show in the Management area.”
  • Confirm by clicking on “Create and add another.”

Step-by-Step Guide

Step 1: Click "Create"

Click “Create.” Insert the property name “Recent Assessment,” choose Single Date in the Property Type dropdown, and tick “Show in the Management area.

Confirm by clicking on “Create and add another.

Build Vendor Management Application Task 3

Build Vendor Management Application

Create and use Objects and connect them with your Templates.

20 min | 9 Tasks

Task 3 Vendor Assessment

  • Click “Create
  • Insert name “Vendor Assessment
  • Select Multiple Checkboxes in the Property Type dropdown
  • Then add the following options: Data privacy, Digital security, Business continuity, Regulatory compliance, Physical security, Financial stability, and  Supply Chain Operations.
  • Check “Show in the Management area.”
  • Confirm by clicking on “Create.”

Step-by-Step Guide

Step 1: Click "Create"

Click “Create.” Insert name “Vendor Assessment,” select Multiple Checkboxes in the Property Type dropdown

Step 2: Add following options

Add the following options: Data privacy, Digital security, Business continuity, Regulatory compliance, Physical security, Financial stability, and  Supply Chain Operations.

Check “Shown in the Management area.” Confirm by clicking on “Create.”