Onboarding Module

What is the Onboarding Module?

OBM focuses on providing the ability to manage vetting and certification of prospective and existing Suppliers. It contains built-in data collection processes and workflows, automated features, and services that allow users to continuously review and make future decisions on supplier relationships.

IMPORTANT! You MUST use a PC and Google Chrome to access the Onboarding Module application.


Roles and Responsibilities

The Onboarding Module is separated into Buyer Organizations and Supplier Organizations. Each organization type provide different roles and responsibilities. 

Supplier Organization Roles

OBM provides Supplier Administrator, Supplier Approver, and Supplier User roles. It is important to note, MAG Organization Administrators and MAG Onboarding Module Application Administrators are automatically given the Supplier Administrator role within the Onboarding Module application, however, the Supplier Approver role must be assigned.

Supplier User
– View form requests assigned to self in Pending Forms, Pending Approval Forms, Completed Forms, and Cancelled Forms
– Edit, Re-assign and Submit the form
– View the Form Details page
– Download, upload, View PDF for completed forms in the Form Details Page
– Respond to communication initiated by the supplier administrator
Supplier Administrator
– Assign roles to users
– Assign Supplier Users and Supplier Approvers to forms
– Communicate to all Supplier Users in the organization
Supplier Approver
Access the Pending Approval forms tab and Accept or Deny only forms assigned to self, with a comment

Resources

Updated on November 21, 2024
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