You can initiate an invited registration for a supplier from the Supplier Qualification
module.
Procedure
To initiate an invited registration, complete the following steps:
- In the left navigation pane, click Supplier
Qualification > Manage Registrations.
- In the Search Result pane, click New.
- In the Define Registration page, set
the following parameters:
- In the Registration Code field, enter the unique code for the
registration.
- In the Registration Title field, enter the name of the
registration.
- Select the registration template from the Template list. The
template must be based on a type that uses the invited registration workflow.
- Click Browse to add suppliers.
- In the Scope for Registrations section, browse and select the
Categories and Organizations.
- Click Save & Next step.
- In the Define Timeline section,
select the dates for the Initiate Invited Registration, Answer
Invited Registration, and Clear Invited Registration fields
and click Save & Next Step.
Note: The
deadlines are used as triggers by the system to generate reminder
notifications.
- (Optional) Add participants. For more information on adding participants, see Adding Participants
- In the Prefill Questionnaire section, provide answers to the questions and click
Save & Next Step.
- In the Start Registration section,
click Start to begin registration or select
the date and click Schedule.