Settings
What do the settings for 'Participant Properties' mean?
What's the issue you're facing? I'm looking at my Supplier Onboarding settings and would like to understand what the settings for Participant Properties mean? Solution This section enables you to create categories of tags that can be applied to your ...
What do the settings for 'Participant Invite Guidance' mean?
What's the issue you're facing? I'm looking at my Supplier Onboarding settings and would like to know what the settings for 'Participanr Invite Guidance' are for? Solution With this setting you can input the URL of a page that could include guidance ...
What do the settings for 'Enforce Participant Languages' mean?
What's the issue you're facing? I am looking at my Onboarding Settings and would like to understand what the setting for Enforce Participant Languages is for. Solution This setting allows you and your hosts, when inviting participants to set the ...
What do the settings for 'Workflow' mean?
What's the issue you're facing? I am looking at the Supplier Onboarding settings and I would like to understand what the settings for Workflow allow me to configure. Solution The workflow settings within the Supplier Onboarding allow you to set an ...
How do I create an approval set within Supplier Onbording?
What is the issue you're facing? I need to setup my approval sets so that I can assign them to my suppliers so they go through the relevant approvals process. Solution Once you’ve set up any necessary groups, you can create your approval sets. To do ...
Getting started with Supplier Onboarding
What's the issue you're facing? I have purchased the Supplier Onboarding module and need to set this up but am not sure where to start. What should I do? Solution The below articles should help you understand and navigate setting up your Supplier ...
How can I delete an approval set in Supplier Onboarding?
What's the issue you're facing? I no longer need an approval set within the Supplier Onboarding module. How can I delete this? Solution In order to delete an approval set you will need to access your Onboarding event and go the the Approvals tab and ...
What do the settings for 'Additional List View Fields' mean?
What is the issue you're facing? I would like to know what the Additional List View settings are for within the Onboarding Settings Solution The Additional List View Fields settings cover the following: Invited Date When selected, the date on which ...
What so the settings for 'Onboarding Settings - Notification Contact' mean?
What is the issue you're facing? I would like to know what the Notification Contact settings is for within the Onboarding Settings. Solution These setting determine who the notifcations that are sent for your Onbarding event are sent to as well as ...
What do the settings for 'Onboarding Settings - Document Tab Access' mean?
What is the issue you're facing? I would like to know what the Document Tab Access settings are for within the Onboarding Settings Solution By setting this option to 'true' the participants invited to onboarding will not be able to view all documents ...
What do the settings for 'Onboarding Settings - Notify Scorers' and 'Notification Of Pending Approval' mean?
What is the issue you're facing? I would like to know what the 'Notify Scorers' and 'Notification Of Pending Approval' settings are for within the Onboarding Settings Solution The Notify Scorers settings covers the following: Notify Scorers x before ...
What do the settings for 'Onboarding Timescales - Expired Questionnaire Answers' mean?
What is the issue you're facing? I would like to know what my Expired Questionnaire Answers settings are for within the Onboarding Settings Solution The Expired Questionnaire Answers settings covers the following: Expire questionnaire answers after ...
What do the settings for 'Onboarding Timescales - Inactive Participants' mean?
What is the issue you're facing? I would like to know what my inactive Participant settings are for within the Onboarding Settings Solution The Inactive Participant settings covers the following: Notify Participants A reminder will be sent when no ...
What do the settings for 'Onboarding Timescales - Expired Documents' mean?
What is the issue you're facing? I would like to know what my Expired Document settings are for within the Onboarding Settings Solution The Expired Document settings covers the following: Notify Participants It is to remind the participant that one ...
What do my Onboarding Settings mean?
What is the issue you're facing? I have navigated to Admin > Onboarding Settings and would like to know what each of the options means. Solution Please see the below links which describe each of the sections within Onboarding Settings What do the ...
How do I change who my Supplier Onboarding event owner is?
What is the issue you're facing? I need to change the owner of my Supplier Onboarding event. How can I do this? Solution In order to change the owner of your Supplier Onboarding event the existing owner will need to log into the Market Dojo platform ...
Supplier Onboarding Event Configuration Checklist
Before finalising your SIM Dojo onboarding process and inviting suppliers, we recommend checking that you’ve done the following: Essential: Mapped out your current onboarding process and considered whether this could be optimised / improved Top tip: ...
Configuring Supplier Onboarding - Mapping out your process
Supplier Onboarding is designed to help you take your current onboarding process and make it quicker and more versatile by transferring it into our simple online format. Before jumping straight into getting your account set up, we strongly recommend ...
What is Supplier Onboarding?
Seamlessly integrated into our suite of eProcurement solutions, Supplier Onboarding is designed to support fast-paced and effective supplier onboarding. Supplier Onboarding allows you to customise your onboarding processes to ensure that all ...
How do I state who my Supplier Onboarding event owner will be? (Required)
What is the issue you're facing? Whilst creating my Supplier Onboarding event how do I specify who my event owner should be? Solution By default the owner of your SIM onboarding event will be the user who creates it (the Superhost), however this can ...
How do I add and name questionniares on my event?
What is the issue you're facing? I have setup my event name and event brief and now I need to add questionniares to my event and name them. How do I do this? Solution Each set of questions that you would like to send out to your suppliers can be ...
How do I let my suppliers know what the invitation they have received is about and why it's important? (Required)
What is the issue you're facing? I am creating my Supplier Onboarding event and need to let my suppliers know what this is about. How do I do this? Solution The key information that suppliers need to know about your onboarding process will be sent to ...
How do I set my Supplier Onboarding event name? (Required)
What is the issue you're facing? I am creating my Supplier Onboarding event and need to name it. How do I do this? Solution The first thing you’ll do when creating your onboarding process in the tool is add the event name. This is important as this ...