Automate Intake

Administrator Guide

Automate Intake

You can automate contract and project intake by setting up rules to assign requests to specific users. The assignee becomes the owner of the corresponding contract or project created.

Access:

Automation

Projects Intake Routing

from

Settings

Automation

Contracts Intake Routing

from

Settings

Click

Create New Rule

You can assign contracts or projects to active users with a Sourcing Manager
role or higher.

When you disable users or update stakeholders responsibilities, rules might need reassignment. When Strategic Sourcing can't assign a request to a user, it comes in unassigned and notifies administrators.

When you enter multiple users in the

Then Send To...

field, you must select a routing pattern to determine how Strategic Sourcing selects the sourcing owner.

Option	Description
Sequential	Assigns intake requests sourcing owners in the order listed in the Then Send To... field.
Even distribution	Assigns intake requests based on the number of projects or contracts they’re currently sourcing owner on.
Team allocation	Enables you to set permissions for all users you add to the rule.

(Optional) Drag and drop the rules to reorganize them.

Strategic Sourcing checks rules from top to bottom.

Intake forms that match your rules generate an assignment in pipeline and contracts, and notify the assigned user.