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Administrator Guide
Last Updated: 2023-06-23
Start a Review Form for a Supplier

Start a Review Form for a Supplier

The sourcing manager has created forms, such as security forms or worksheets, that they want to send to a supplier.
You can set up a supplier so that they receive forms that you can use to assess their suitability.
  1. Navigate to
    Suppliers
     and select a supplier in the Supplier Directory.
  2. Access
    Forms
    .
    Strategic Sourcing stores all the forms linked to the supplier here, including finalized forms.
  3. To add or rerun a form, click
    Select Forms
    .
    You can check the supplier review forms that you want to add to the profile of the supplier's.
  4. Click
    Add
    .
    Clicking this option brings you to the pipeline project where you assign a due date for suppliers to complete the form, and you can also add other suppliers to the form or assign milestones for stakeholders.
  5. Click
    Publish
    .
Your supplier receives a notification to complete forms by a certain date.