stakeholder log-in and view event in sourcing...

Procurement Services Stakeholder Log-In and View Event Sourcing Director

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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 https://wolverineaccess.umich.edu/ Wolverine Access Web Page

1. Open the Wolverine Access web page https://wolverineaccess.umich.edu web page and click the Faculty & Staff link.

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https://wolverineaccess.umich.edu/

https://wolverineaccess.umich.edu/


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Wolverine Access – Faculty & Staff Web Page

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

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

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

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

9. M-marketsite will open

M-marketsite Profile page - Navigation

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

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

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

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

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

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

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

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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.

Sourcing Event Details

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

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23. Clicking on the Questions link will open the Event Questions. Questions will be grouped into pages, and the pages may have Groups listed under them. Click on a page link to view that Page's questions.

24. You will be able to see the questions and answers for that page and its Groups.

25. If a questions requires or allows an attachment as part of the response, you will see this icon link

Locations. Click on this link to open the attachment. A popup will ask if you want to open or save the attachment.

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26. Clicking on Items will open the Event Items. Items may also be organized in Groups. Items are separated into two tabs, Product items and Service Items. Clicking on each tab will show that tab's details.

27. You will be able to view pricing and expected delivery dates for each item under that tab. Vendor's comment will also show here.

28. Totals for each tab's items, and a Grand Total can also be viewed.

29. To view the questions and answers for an Event, click on Q&A Board under Tools.

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30. On the Question & Answer Board there are three tabs showing Unanswered, Public, and All Q&A. Clicking on one of these will show the questions and answers under that heading.

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