Vendor Onboarding Process
- Felipe Alejandro Campos (Unlicensed)
Author | Felipe Campos |
Creation date | 7/21/2022 |
Last revision date | 7/21/2022 |
Status | In Progress |
Features |
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Industries |
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Summary
The Vendor Onboarding Process is a modernized version to the one located in the veggie donuts environment. This process established the way a company onboards their vendors. Starting with an invitation from the company to the vendor company. If the vendor accepts, it fills out the information. This information is reviewed by the commercial team in the company, ones checked, the information is reviewed by the risk team. If this vendor is approved by the team. The vendor fills out the username and password that wants to use in the instance. After this information is filled. The system creates the vendor and adds the vendor’s company to the vendor collection.
Video
URL To video
Script
Create a user in the instance.
Add the vendor to the collection.
Credentials
Start request from portal as HR Rep: https://start.1password.com/open/i?a=CBMW6GJRP5ETDEVCT7JCE3JWAY&h=processmaker.1password.com&i=ddhazhqmyfy5crdkqnw6oitna4&v=ka2ndtn7yu6cknxabva326eabm
Vendor should access via web Entry.
Building blocks
Process Map
Process
Screens
1 Add vendor information.
2.
A. Fill Vendor Information:
B. Add Vendor Background:
C. Add Vendor Documentation:
3. Review Information:
4. Risk Review:
5. Vendor Login Information:
Connectors
Docu Sign Integration
Scripts
Add user
Add Vendor to collection.
Saved searches:
https://platform-demo-se.processmaker.net/requests/saved-searches/39 (Request)
Custom UI: