SourceDogg User Guides

Getting Started

  • Introduction
  • Logging into SourceDogg
  • Basic Navigation
  • Settings

Creating Requests

  • Templates
  • New Blank Request
  • Content
  • Suppliers
  • Notes
  • Submit for Approval
  • Publish

Managing Requests

  • Q&A Board
  • Extend the Deadline
  • Add an additional File
  • Editing Suppliers
  • Cancel & Delete a Request
  • Review Responses
  • Export Responses
  • Price Comparisons
  • Decision

Multistage Requests

  • Creating second stage
  • Final Decision Screen
  • Awarding / Declining the suppliers
  • Reviewing and scoring the responses

Scoring

  • Creating Scoring
  • Section Scoring
  • Scoring Scales
  • Scoring a Response

Supplier On-Board

  • Supplier On-board request setup
  • Creating the request
  • Reviewing responses
  • Approving or Rejecting suppliers
  • Custom fields updates
  • Custom fields triggers

Guide to Supplier Onboarding Projects

  • Supplier Registrations
  • Data Structure
  • Landing Page
  • Tracking the progress
  • Reporting

Supplier Management

  • Supplier Profile
  • Supplier Search
  • Saved Searches
  • Supplier Profile Custom Fields
  • Supplier Pool

Supplier Relationship Management

  • Supplier KPIs
  • Review Meetings
  • Key Actions

Contract Management

  • Create Folders
  • Create a Contract
  • Working with Existing Contracts
  • Contracts Custom Fields

Document Management

  • Creating a folder
  • Creating a file
  • Using documents in Sourcedogg

Translation

  • Automatic language detection
  • Manual language change

Requisitions

  • Supplier Requisitions
  • Product / Service Requisitions
  • Approval process

Auctions

  • Auction Creation
  • Adding Content
  • Suppliers
  • ‘In Progress’

Publishing notices on SourceDogg

  • Creating notice from RFx event
  • Creating ad-hoc notice
  • Notices list view

Admin Guide

  • Organisation Settings
  • Security Settings
  • Shared & Linked Content
  • Custom Fields
  • Expert Packs

Validation Patterns

  • Creating Patterns in Custom Fields
  • Creating Patterns in RFx
  • Examples

Surveys

  • Survey list
  • Survey Creation
  • Survey scheduling
  • Interaction report use
  • Survey Reporting

Datasheets

  • Search Datasheets
  • View on Profile
  • Datasheet Question
  • Sharing by Supplier

Guided Buying & Custom Views

  • Custom Tiles
  • Guides
  • Custom Views