SLO landing page
As a supplier manager, view a snapshot of your assigned supplier cases and tasks and take actions to resolve them.
As a Supplier Manager [sn_slm.manager] or Supplier Fulfiller [sn_slm.fulfiller], you can use the landing page to create a new case, task, and supplier. You can also manage suppliers, view cases and tasks that are assigned to you.
For a detailed analysis on each component, select the respective widget or chart. Select the Refresh icon (
Refresh icon.\) to view the latest data. Select the Edit columns icon \(\[Omitted image "edit-columns-icon.png"\] Alt text: Edit columns icon.\) to add or remove columns in the list and to display the columns in the order you choose.
Components in the Source-to-Pay Workspace
| Title | Type | Description |
|---|---|---|
| Quick Actions | ||
| Create case | Option | Opens the Create New Supplier Case form that enables you to create a new supplier case. |
| Create task | Option | Opens the Create a new task form that enables you to create a new supplier task. |
| Create new supplier | Option | Opens the Request new supplier form that enables you to onboard a new supplier. |
| Create KPI template | Option | Opens the Create New KPI template form that enables you to create KPI templates. |
| Create segmentation rule | Option | Opens the Create New Segmentation rule form that enables you to build your segmentation rule by selecting specific conditions to filter the data from the supplier table. |
| Manage my suppliers | Option | Opens the My Suppliers form that displays a list of the suppliers managed by the logged-in user.In the Number column of the My Suppliers form, select the link to the supplier number to view more details about the supplier. |
| My Work | ||
| High priority cases | Single score | Displays the count of cases marked as high priority. |
| Overdue cases | Single score | Displays the count of cases that are overdue. |
| Tasks to review | Single score | Displays the count of tasks that the logged-in user needs to review. |
| Tasks created by me | Single score | Displays the count of tasks that the logged-in user has created. |
| Overdue tasks | Single score | Displays the count of tasks that are overdue. |
| Cases | List | Displays a list of cases assigned to the logged-in user.This list shows only five cases by default. Click View all to view the list of all the cases. |
| Tasks | List | Displays a list of tasks assigned to the logged-in user.This list shows only five tasks by default. Click View all to view the list of all the tasks. |
| Work Summary | ||
| My cases | Donut chart | Displays a segmented breakdown of your assigned cases. Each segment represents the type, state, or priority of the cases based on the applied filter. |
| Filter: By type | Displays cases filtered by their type. | |
| Filter: By state | Displays cases filtered by their state. | |
| Filter: By priority | Displays cases filtered by their priority. | |
| My tasks | Donut chart | Displays a segmented breakdown of your assigned tasks. Each segment represents the type, state, or priority of the tasks based on the applied filter. |
| Filter: By type | Displays tasks filtered by their type. | |
| Filter: By state | Displays tasks filtered by their state. | |
| Filter: By priority | Displays tasks filtered by their priority. | |
Role-based access to quick actions in the Source-to-Pay Workspace
| Role | Available quick action |
|---|---|
| Supplier Administrator\[sn\_slm.admin\] | - Create case - Create task - Create new supplier - Manage my suppliers |
| Supplier Manager\[sn\_slm.manager\] | - Create case - Create task - Create new supplier - Manage my suppliers |
| Supplier Owner\[sn\_slm.owner\] | - Create case - Create task - Create new supplier - Manage my suppliers |
| Supplier Fulfiller\[sn\_slm.fulfiller\] | Create task |
Configure your workspace landing page
You can configure the landing page using UI Builder, define different audiences for the landing page, and even add, remove, or modify the different content, if you want. However, it’s recommended that you create a duplicate of the landing page before modifying it. For detailed information on how to configure using UI Builder, see Create a page in UI Builder.
Parent Topic:Source-to-Pay Workspace landing page
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