Sourcing QRGs

These QRGs outline tasks within the Sourcing module. Use the category to help you find the QRG you need more quickly.

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CATEGORY	GUIDE	Updated	VIDEO
Settings	Configuring Event Settings	02/18/20
Creating a New Event	Creating a New Event	02/18/20
	Using a Sourcing RFx Template		Video
	Editing Basic Details	02/19/20
	Editing, Adding Event Timelines	02/19/20	Video
	Adding Guidelines	06/25/20
	Adding Existing Suppliers (PDF)
	Adding a New Supplier Contact (PDF)		Video
	Adding New Team Members	06/30/20
	Adding New Price Sheets (PDF)
	Adding Questionnaires and Questions (PDF)
	Assigning Weights to Questions (PDF)
	Adding Attachments to Events (PDF)
RFx Suppliers	Registering a Supplier (PDF)
	Inviting New Suppliers (PDF)
	Submitting a Supplier for Approval	06/25/20
	Revoking a Supplier’s Invitation (PDF)
Publishing	Publishing/Editing Published Sourcing Events (PDF)
	Withdrawing and Republishing an Event (PDF)
After RFx Publication	Managing the Discussion Forum (PDF)
	Downloading Supplier Attachments		Video
	Creating a Score Card (PDF)
	Closing an Event (PDF)
	Monitoring Status of Supplier Response (PDF)
Evaluations	Evaluating Supplier Responses (PDF)
	Exporting a Questionnaire (PDF)
Awarding Business	CalUsource Scoring Matrix Standardized Definitions
	Awarding Event/Flipping to Contract	06/06/20