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Administrator Guide
Last Updated: 2023-06-23
Rerun Supplier Forms

Rerun Supplier Forms

  • Suppliers have returned the completed form to the sourcing team, and completed scorecards, if applicable.
  • The approval group have reviewed and finalized the supplier form.
    You can check form status in the
    Supplier
     section of a project.
To manage and track historical supplier forms more efficiently, you can rerun finalized forms, enabling you to:
  • Maintain a history of individual forms for each supplier.
  • Make it easier for suppliers to resubmit forms.
  • Provide visibility for the sourcing team of concurrently running forms.
  1. Access the
    Supplier Directory
     on the
    Forms
     tab of the supplier's profile.
    You can also rerun forms by creating a new project.
  2. Click
    Re-Run Form
    .
    Rerunning creates a new version of the form on the supplier's profile, while still retaining the existing completed form in the
    Form History
     on the
    Supplier Directory
    .
  3. Select a due date and click
    Publish
    .
    The supplier receives the new form with the original form responses. They can edit the responses or submit the new form as it is.
If your teammate reruns your form and adds it to another project, the same form is in 2 different projects. The secondary form syncs with the original form.
  • If you're a stakeholder on the secondary project but not on the original project, you can only view the secondary project.
  • The sourcing manager can transfer ownership of the form on the original project to the secondary project by removing the form or removing the supplier from the form. In this situation, the sourcing manager on the secondary form receives a notification, asking them to
    Accept
     and manage the form or to remove it from their project.