Role-Related Tasks

Event Administrators perform the following tasks:

  1. Set up the Strategic Sourcing business unit.

  2. Set up bidder registration.

  3. Set up bidder self-categorization trees.

  4. Set up the file attachment server.

  5. Set up discussion forums.

  6. Set up chats using the MultiChannel Framework.

  7. Review and approve bidder registration requests if registration approvals are selected.

Event Approvers perform the following tasks:

  1. Receive workflow notifications of ending events.

  2. Approve or disapprove events.

Event buyers and sellers perform the following tasks:

  1. Create bid factors.

  2. Create global policies and constraints.

  3. Create events and invite bidders.

  4. Invite collaborators (optional).

  5. Monitor their event and, if necessary, pause the event or create another round or version.

  6. Invite collaborators for event analysis.

  7. Analyze the event.

  8. Award a bidder.

Event Collaborators perform the following tasks:

  1. Receive invitations to collaborate on event creation.

  2. Check out events from the Manage Events Workbench and enter input on bid factors.

  3. Receive an invitation to collaborate on event analysis.

  4. Enter input on bids and bidders.

Event Bidders perform the following tasks:

  1. Receive invitations to bid or express an interest in bidding.

  2. Register to bid on events.

  3. Submit bids.

  4. View their ranking and scores during the event if the that information is available to bidders.

  5. View past bidding history.

  6. Manage their bidder profile.

  7. Manage the categories of items and services that they are interested in selling and purchasing.

Event Suppliers and Customers perform the following tasks:

  1. Receive invitations to bid or express an interest in bidding.

  2. Submit bids.

  3. View their ranking and scores during the event if that information is available.

  4. View past bidding history.

  5. Manage the categories of items and services that they are interested in selling and purchasing.

Event Guest bidders perform out the following tasks:

  1. View public events that are available for bidding.

  2. Register to bid on public events.

Plan Owners perform the following tasks:

  1. Create and manage Strategic Sourcing project plans.

  2. View and manage plan tasks assigned to resources.

  3. Receive notifications of changes to plans and tasks.

Plan Approvers perform the following tasks:

  1. Approve or disapprove Strategic Sourcing project plans.

  2. Receive notifications of changes to Strategic Sourcing project plans.

Task Owners perform the following tasks:

  1. Complete plan tasks assigned by the plan owner.

  2. Receive notifications of changes to plans and tasks.