Set up automated workflows for efficient vendor communication, task management, and status updates within the CMS.
Workflows allows you to build automation through out the system that involves communication requirements. It is attached to surveys, bulletins, emails, and various trigger points based on data field updates. Majority of fields that are in the system can be used as trigger events.
To add a workflow:
• Select “Add a New Workflow”
• Name it and select the right trigger option
• Select who the workflow will impact – team, individual or external email
• Select the email template associated to the automation
• Select the recurrence of the automation
• Click on the “Create” button to save
By selecting the pencil, it will allow you to edit the workflow. If you select the blue document, it will navigate to the email template associated with the workflow to edit it.
The posts displayed here are individually selected for this page. Admins can select any number of related posts to display here and the layout will adjust accordingly. Alternatively, you could swap this out for the "Archive" block to automatically populate posts by category complete with pagination. To manage related posts, navigate to the admin dashboard.
Tailor your CMS with company-specific settings, forms, and options to better manage vendor and contractor processes.
Learn essential vendor management terms like onboarding, Vendor ID, workflows, and compliance to streamline processes and boost efficiency.
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Manage vendor statuses, profiles, and onboarding processes effectively with CMS's Access Control tools.
Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
Enhance vendor communication by creating customizable email templates with dynamic fields for seamless integration.
Manage user roles and access by department. Assign permissions for Finance, Legal, Safety, and more to control visibility across your organization.
Create graded surveys to assess vendors’ skills and compliance, with aggregated scores visible in the Vendor Profile.
Track and manage vendor training by job title, approve credentials, verify via QR code, and export data to ensure full training compliance.
View vendor stats, tasks, and reports on your dashboard. Track onboarding, holds, and system activity with customizable AI-generated reporting tools.
Follow this step-by-step guide to connect a vendor account, submit forms, approve tasks, and fully onboard vendors to your company's system.