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Administrator Guide
Last Updated: 2023-06-23
Start Review Forms for Multiple Suppliers

Start Review Forms for Multiple Suppliers

The sourcing manager has created forms, such as security forms, questionnaires or worksheets, that they want to send to suppliers.
When you've forms that you want to send to multiple suppliers, you can start a review form project.
  1. Navigate to
    Pipeline
     and click
    Create Project
    .
  2. Select
    Supplier Forms
     from the
    Project Type
     prompt.
  3. Add suppliers to the project by selecting
    Suppliers
    Open Supplier Directory
    , selecting suppliers, and clicking
    Add To Project
    .
  4. When you want to add a supplier but they're not in the supplier directory yet, click
    Add New Suppliers
    , enter their profile description, and click
    Save and Add to Project
    .
  5. To add forms to the project, select
    Forms
     and click
    Add Forms
    .
  6. To add or rerun a form in the project, click
    Select Forms
    .
    You can check the supplier review forms that you want to add to the project.
  7. Click
    Add
     and set a due date for suppliers in the project to return their forms complete.
The suppliers in the project receive notifications to complete the forms before a certain date.