Understanding Split Analysis Collaboration

PeopleSoft Strategic Sourcing supports split analysis reviews during both event creation and analysis collaboration. Split analysis reviews allow event administrators to segregate review duties and restrict access to bid factors and their responses to certain groups of individuals. First, you must enable split analysis at the Sourcing business unit level. If enabled, you can do the following:

  • Enable split analysis for each event.

  • Assign bid analysis types to sections of bid factors, and assign reviewers to the bid analysis types.

  • Control access, based on assigned bid analysis review role, of event creation and analysis during collaboration.

  • Enable parallel or sequential collaboration.

  • Check in and check out an event during event creation and analysis collaboration.

  • Calculate and display the results of the split analysis review for the buyer or event creator.

If split analysis is enabled for an event, the event creator can determine collaboration review routing based on bid analysis review sections. In split analysis for both event creation and event analysis, collaborators use the Event Workbench to check in and check out the event. When a collaborator completes his or her review, the system routes notification to the next reviewer, or in the case of parallel collaboration, remaining collaborators receive the check-in notification.

When analysis collaboration is complete, the buyer/event creator can view the results of the split analysis review on the Analyze Total page.

Events for which split analysis has not been selected will use the same collaboration group setup as events designated for split analysis. The Review By Notifications group box appears in both Event Create and Analysis Collaboration components.

When an event set up for split analysis is routed for event collaboration, the system sends a notification including the assigned analysis section to collaborators. The notification shows, for example, "You have been invited to participate in the Technical Review portion of Event [name of event]...."

On the Event Workbench, a notification icon enables collaborators to receive notification when an event that is currently checked out for collaboration is checked back in. This helps keep parallel collaboration process flowing, and reduces the need for collaborators to check the Event Workbench to see if an event has been checked back in. During the process for sequential collaboration, a reviewer gets notified upon check-in of the previous collaborator.

This example shows the Event Workbench page with an event set up for split analysis.

This example illustrates the fields and controls on the Event Workbench page with an event set up for split analysis.

Event Workbench page with an event set up for split analysis

In this example, the search results show an event that has been checked out for event analysis (Collaboration Checked Out icon). The Notify Me On Check-In icon appears for the event because split analysis review has been set up, with parallel processing.

For more information about using the Event Workbench, see Managing Events.