Q: What is the Vendor Management platform?
A: Our Vendor Management platform is a self-serve dashboard that simplifies and consolidates the management of your Workrise vendors by enabling you to instantly access full visibility of spend reports, approved vendor lists, and vendor invoice details all in one place at the moment you need it.
Q: What are the key features of the Vendor Management platform?
A: In our initial launch of the platform, we will have three key features for you to use:
- The reporting dashboard feature allows you to view and track your spend data to manage your vendors and your budget more efficiently.
- The vendor list feature provides a consolidated view of your onboarded Workrise vendors so you can streamline the management of them and instantly know who you can start engaging with.
- The Invoice feature allows you to easily find, view and download your invoices with the ability to drill down into specific invoices.
Q: Since this is a new platform, is there a way to share my feedback about the features?
A: Yes, please do! Our team is hard at work creating the best vendor management experience possible and your input is a valuable part of our product development. We will continue to develop new features and are definitely interested in hearing from you. You can email firstname.lastname@example.org with any input or you can reach out to your account rep and talk to them directly.
Q: How do I create an account?
A: It’s easy! You’ll receive an email from “email@example.com” (if it's not in your main inbox - check your junk/spam folder). Click the “Create an Account” button in that email and follow the sign up instructions. All you will need to create your account is to input your name, email, phone number and then set up a password.
Q: What if I am already using a Tableau dashboard, do I have to create a new account with the Vendor Management Platform?
A: Yes. Our new platform will provide you with similar reports that you were able to access via Tableau, but in a much more easily accessible way. Plus, you can now view and download the original copies of your vendor invoices, which wasn’t available through Tableau.
Q: What is the Reporting Dashboard and what are the key features and benefits?
A: The reporting dashboard feature allows you to view and track your spend data to manage your vendors and your budget more efficiently. With this feature you will have transparency of spend data in a singular view and easy access to a dashboard spend report that you can filter by month, year, vendor name, well name, state, and service.
Q: How do I filter the information in my reports?
A: You can filter data through the filter drop down options along the top of your dashboard or by clicking directly into your reports:
- Use the filters along the top of the reporting dashboard to select the specific details you want to see.
- Click directly on a vendor’s name and all the data in your dashboard will reflect that vendor’s details. Click their name again to return to your previous view.
Q: What is the Vendor List and what are the key features and benefits?
A: The vendor list feature provides a consolidated view of your onboarded Workrise vendors so you can streamline the management of them and instantly know who you can start engaging with.
Q: How do I learn more about a vendor?
A: You can view vendor details such as name, service type, location, status, and contact information in the Vendor section of your account. To request more information, click the “Request Details” button and let us know what additional information you would like to learn about the vendor. Our support team will receive the request and get back to you within 2 business days.
Q: Can I see the current status of all my vendors?
A: Yes. In the Vendor section of your account, you will have visibility into all of your onboarded vendors. Each vendor will have an “active” or “closed” status. “Active” indicates that the vendor is fully onboarded with Workrise and ready to perform the work. “Closed” means the vendor is no longer a part of the Active Vendors List (AVL).
Q: What is the Invoices List and the key features and benefits?
A: The invoice list saves you time by enabling you to easily find, view and download your invoices with the ability to drill down into specific invoices.
For each invoice, you’ll see:
- Invoice number
- Invoice status
- Invoice amount
- Vendor name
- Invoice submission and service dates
- Service provided
- Well name
- Supply chain contact
- PDF copy of the original invoice
Q: How do I see the original PDF copy of the invoice from the vendor?
A: Simply click the invoice number to expand the details and view the original invoice document from the vendor. Now you can seamlessly check invoice totals against line item details to ensure invoicing accuracy.
Q: Who do I contact if I have trouble setting up my account?
A: Please contact firstname.lastname@example.org
Q: How do I change or reset my password?
A: If you need to reset your password, navigate to the login page, and click the link titled “Forgot password.” Then, enter your email and follow the instructions to reset your password.
Article is closed for comments.