Step-by-Step

1. Go to Gear > Users and click on the edit icon next to your user name.

2. Scroll down and verify that you have the permission "Workflow Management".

3. Click on the S2Vendor icon and select the Workflow tab from the left-side menu.

The only workflow in the list will be "Default Workflow". It cannot be edited but it can be copied or deactivated (with replacement).

4. Click > Add Workflow button. A new workflow line item will appear.

5. Create a name and description for the new workflow and click > checkmark icon.

6. Click the new workflow name to begin. A new screen will open displaying the workflow.

7. Click > +Add Workflow Step button. A dropdown will appear with the following options:

8. Click > Add New Questionnaire from the dropdown. A new screen will open displaying the questionnaire builder.

9. Click > pencil icon at the top of the page to rename the questionnaire. This name will appear in the UI so be intentional. Click > checkmark icon to save the new name.

10. In the right panel, click > Settings tab.

11. Enter instructions for the vendor. These will display at the top of the screen.

12. Click > Save button.

13. Click > +Add New Question button. The right panel will open to the Properties tab.

14. Add the question text under title.
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15. Add any helper text. This will be displayed as a tooltip next to the question.

16. Click > Save button.

17. To add a field, click on the question and the plus icon that appears.

The right panel will open to the Properties tab.

18. Select a field type from the dropdown. The following fields types are available:

19. Provide additional information as determined by the field type.

20. Determine if this is a required field. Required fields cannot be bypassed without the field being filled.

21. Click > Save button. The field will appear under the question.

22. Add additional questions and fields as desired.

23. Use the Preview button to test the vendor view.

24. Use the Design button to get back to the questionnaire builder.

25. When the questionnaire is complete, click > Publish button. A pop-up window will appear.

26. Click > OK button. The screen will refresh to show that the questionnaire is LIVE.
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Use the breadcrumbs at the top to return to the specific workflow screen. You will notice that the questionnaire is now enabled.

27. Click > gear icon and select Choose Impact Level from the dropdown.

A new window will appear, displaying the 3 impact levels.

28. Choose which level of vendors will receive the questionnaire. Medium and high impact levels will be selected by default. This is the most common arrangement.

29. Click > Save button.

You can add additional questionnaires as desired. There is no limit to the number of questionnaires inside a single workflow.

From the Vendor Profile, workflows can be selected for vendors at the time the vendor is added or when subsequent re-evaluations are being kicked off.

Vendors will encounter the custom questionnaires before entering the assessment.

WARNING: Workflows cannot be selected once the evaluation is underway.