Q: What is the Connect platform?
A: The Connect 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 Connect 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 My Vendors feature provides a consolidated view of your onboarded Workrise vendors with all the details you need to assess whether a vendor is the right for another project.
- The Invoice feature allows you to easily find, view and download your invoices with the ability to drill down into specific invoices.
Q: Is there a way to share my feedback about the platform and 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 Connect 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 allows you to view and track your spend data so you can manage your vendors and your budget more efficiently.
Q: How do I filter the information in my reports?
A: You can filter data through the filter drop down options along the left side of your dashboard. You can filter by month, year, vendor name, well name, state, and service.
Q: What is the My Vendors feature and what are the key features and benefits?
A: The My Vendors feature provides a consolidated view of your onboarded Workrise vendors, making it faster than ever to identify who’s fully onboarded and ready for work.
Q: How do I learn more about a vendor?
A: Click on a vendor’s name in the My Vendors tab to access their Vendor Profile. With Vendor Profiles you can see the details you need – from breadth of services and locations to diversity classifications and safety ratings – to assess whether a vendor could be a fit for other projects. Plus, you can view your active work orders to see exactly how you currently work with your vendors.
Q: What if I still have questions about a vendor?
A: To request more information, navigate to the vendor profiles and submit an information request in the “Need More From this Vendor?” feature. 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 My Vendor’s, 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.