Stakeholder Log-in and View Event in Sourcing Director

[Pages:11]Procurement Services Stakeholder Log-In and View Event Sourcing Director

Stakeholder Log-in and View Event in Sourcing Director

This job aid was designed to assist sourcing event Stakeholders with the process of logging into Sourcing Director and viewing sourcing events. A Stakeholder has view access only to events to which they have been added as a Stakeholder. Stakeholders will access the Sourcing Director system via the M-marketsite Browse Only link in Wolverine Access. Stakeholders have access to export questions and items, view access to internal notes and attachments, access to change "notification preferences" and the supplier Q&A Board. Being a Stakeholder on a Sourcing Event does come with some responsibilities. As representatives of the University, a Stakeholder should act in an ethical manner and never provide any information to a supplier that would give them an advantage over the other suppliers.

Logging in to Sourcing Director

Navigation Wolverine Access ? Faculty & Staff Wolverine Access Web Page

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1. Open the Wolverine Access web page web page and click the Faculty & Staff link.

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Wolverine Access ? Faculty & Staff Web Page

Procurement Services Stakeholder Log-In and View Event Sourcing Director

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2. On the Wolverine Access ? Faculty & Staff web page click on the M-markesite Browse Only link New Window opens for the M-marketsite Browse Only Session

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3. In the new window click the

button confirming that you understand that you are accessing the

M-marketsite using the browse-only link.

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Web Login Authentication

Procurement Services Stakeholder Log-In and View Event Sourcing Director

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4. If you are not already authenticated, the University of Michigan Web Login Authentication page will open. 5. Enter your Login ID (University of Michigan Uniqname) 6. Enter your UMich Password 7. Click the Log In Button

M-marketsite Profile Page

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8. If you have not previously accessed the M-marketsite via Browse Only, you will be prompted to complete your M-marketsite Profile

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M-marketsite Home Page

Procurement Services Stakeholder Log-In and View Event Sourcing Director

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9. M-marketsite will open M-marketsite Profile page - Navigation

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10. Check to see that your M-marketsite profile is complete 11. From the M-marketsite top Navigation bar click on your name and then select "View My Profile"

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M-marketsite Profile Page

Procurement Services Stakeholder Log-In and View Event Sourcing Director

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12. The M-marketsite Profile page will open. Confirm that your profile is complete with: - a First Name - a Last Name - a Phone Number - an Email Address

13. If you update any of these fields, click the

Button.

Navigate to Sourcing Director Events

Use the Sourcing Icon

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14. Click the Sourcing icon 15. Chose one of the two options for finding an event that you have access to:

- Sourcing Event Dashboard - Search Events

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Sourcing Event Dashboard

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Procurement Services Stakeholder Log-In and View Event Sourcing Director

16. Sourcing Dashboard Screen

Note: The Dashboard allows users to find events by the status, (Draft, Open, Under Evaluation, and Awarded,) listed by quantity on a bar graph. After clicking on a status bar, the Sourcing Events Search results window will open. Search for a Sourcing Event ? Simple Search

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17. Search for Sourcing Event Screen 18. Link to change between Simple Search & Advanced Search

Note: The Simple Search allows users to search for events by event number, supplier name and product information. After performing a search, the Sourcing Events Search results window will open.

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Search for a Sourcing Event ? Advanced Search

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Procurement Services Stakeholder Log-In and View Event Sourcing Director

19. Link to change between Advanced Search & Simple Search Note: The Advanced Search allows users to search for events by event number, Event Title, Stage Title, Event

Type, Date, Supplier Name, Commodity Code, Participants(s), Event Status, and more. After preforming a search the Sourcing Events Search results window will open. Sourcing Event Search Results

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20. To open an event, Click on the Event Title

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Sourcing Event Details

Procurement Services Stakeholder Log-In and View Event Sourcing Director

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21. To review a Supplier response, click on View Response for that Supplier.

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22. In the Supplier response you can view the Prerequisites, Questions, and Items. As a Stakeholder you will likely be most interested in reviewing the Questions and Items. You will access these by clicking on the respective links.

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