The “Watch Vendor” feature helps you stay informed about the vendors that are most important to you. When you opt into watching a vendor, you’ll receive email notifications about onboarding, compliance, and other important changes to their status.
Read on to learn more about this feature and how to start watching vendors.
What will I get updated about when I watch a vendor?
The email notifications you receive about the vendors’ you’re watching may vary depending on your user role and the vendor’s contract type.
Notification | Who Receives the Notification | Vendor Contract Type |
A vendor has completed their onboarding requirements | Watchers with an Admin or Editor user role | Direct only |
A vendor’s work order has been terminated | All Watchers | Subcontracted only |
Coming Soon… The following notifications aren’t available yet, but will be soon. |
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A vendor is approved to work | All Watchers | Direct and Subcontracted |
A vendor is no longer approved to work | All Watchers | Direct and Subcontracted |
A vendor has a compliance issue | Watchers with an Admin or Editor user role | Direct only |
A vendor’s contract has been canceled | All Watchers | Direct only |
How do I start watching a vendor?
Go to “My Vendors” and click on a vendor to access their profile. From a vendor’s profile, click on the Watch button, then select “Start Watching.” If one or more of your colleagues are already watching a vendor, the button will read as “# Watching” (e.g. 2 Watching).
If you’re an Admin or an Editor on your account, you can also remove or add your colleagues as watchers. Click on the Watch button > “Manage Watchers”, then:
- To remove a watcher: Click the “x” next to the name of a watcher you want to remove and save
- To add a watcher: Type in or select the name of the colleague you would like to add as a Watcher and save
In order to be added as a watcher, your colleagues must have a Workrise account. Admins can invite new users to Workrise by going to Settings > User Management > Invite User or you can contact us at vmsupport@workrise.com
How do I stop watching a vendor?
To stop watching a vendor, go to their profile and click the Watch button. Then, select “Stop Watching” from the drop down.
How can I see who is watching a vendor?
Once you start watching a vendor, you’ll see the Watch button display the quantity of your colleagues watching a given vendor. Click on the Watch button and you’ll see the names of your colleagues watching the vendor.
How can I see a list of all the vendors I’m watching?
Go to “My Vendors”, then click on the filters. Under “Watch Status”, select “Vendors I’m Watching” to see your list of vendors.
Will I automatically become a Watcher for new vendors I’m requesting?
Yes. Contributors can submit vendor onboarding requests to Admins or Editors on their team to review and approve. The Contributor who requested the vendor will automatically be added as a watcher for that vendor once the contract has been set up by Workrise.
Admins and Editors can approve a Contributor’s vendor request and also add new vendors directly to your company’s vendor list. The Admin or Editor who adds or approves the vendor will automatically be added as a watcher to that vendor once the contract has been set up by Workrise.
Questions? Reach out to vmsupport@workrise.com.