Create Collaboration Teams

Category managers can nominate collaboration team members to participate in the creation and administration of the sourcing document.

Julianna, the category manager for Vision Corporation, is defining a new RFQ. There are several other members in her department who are assigned tasks to perform. Julianna will add these members to a collaboration team for her RFQ.

Define a Collaboration Team

1. On the Edit Negotiation: Overview page, she clicks the Collaboration Team tab. She sees that she and her manager are already defined as team members. She needs to add two more members to handle the participants and monitor the responses.

2. She clicks the plus sign icon to add a new row to the Members table. In the resulting row, she clicks in the Team Member cell and uses the Search and Select: Team Member query to select John Finn, a coworker or hers, and add him to the collaboration team. She accepts the default of Full access, and in the Task text box, she enters Monitor supplier participation and add additional suppliers as necessary. She sets the Target Date to the date when the negotiation ends.

3. In the Supplier Messages drop-down list, she can select if the member with scoring-only access can send and receive supplier messages, only receive messages from suppliers, or be restricted from any messaging with suppliers.

   The supplier messages options aren’t editable for full and view only access members; Also the default value for full access members is send and receive and the default value for view only members is receive only.

4. She adds a new row to the table. Her manager has asked her to add a new employee to the team so he can gain experience in monitoring negotiations. She gives him view access and does not assign him any task.

5. Julianna continues adding team members, specifying their tasks, and granting them appropriate access levels.