To activate User’s SRM permission:
your name in the top right corner followed by Settings
on the ‘Users’ tab and choose the User
3. Change the SRM Permissions Group
setting from ‘No SRM’ to ‘SRM Reader’
To open SRM:
on the SRM tile
the Buyer that you are engaged with
3. Click on ‘View SRM’ opposite the Buyer
To complete an Action:
to the Buyer’s SRM Overview
2. Click on the ‘Key Actions’ tab
on the cog opposite the Action and select ‘Log as Complete’
To access the details of a Review:
to the Buyer’s SRM Overview
2. Click on the ‘Reviews’ tab
on the cog opposite the Review and select ‘Details’
The Supplier Relationship Management (SRM) module in SourceDogg will allow
you to interact with the Buyers that you provide your goods and/or services to.
It will enable you to create closer, more collaborative relationships with them.
The module also features:
· Key Actions for Buyer and Supplier can be created and
· Performance Review meetings or calls can be scheduled and
logged. Reminders can be sent and interaction summary documents can be
When a Buyer wants to engage with you through SRM they will
let you know through a non-SourceDogg channel. When they notify you that your
company has been added to their SRM you must change at least one SourceDogg
User to be an SRM reader in order to activate the blue SRM tile on the
administrators can control the permission levels for existing and new Users
through each User’s settings in the ‘Users’ tab of your Settings area. As a
default each User is set to ‘No SRM’. These can be found when you click on your
name in the top right corner (1) followed by ‘Settings’ (2) and then the ‘Users’
module can be found from your SourceDogg homepage the blue ‘SRM’ tile.
where you access the relationship you have with each Buyer that has added you
to their SRM.
If you work
with Buyers in different countries you can filter your list by using the
‘Search by Country’ box (1). You can change the order in which they are
displayed by clicking on ‘Name’ (2) or ‘Country’ (3).
you can access the SRM (4) while you can also view the Buyer’s profile page
click on ‘View SRM’ it brings you first to the ‘Overview’ tab. This contains a
summary of the information contained in the Reviews and Actions tabs, which are
1. Outstanding Actions – The number of Actions still
to be carried out, these are created by the Buyer and are found in more detail
in the ‘Key Actions’ tab.
2. Next Review – This gives you the date when the next Review is and how many
will attend. This is managed on the Buyer’s side and is taken from the ‘Reviews’
tab. Clicking on the date will take you to the Review details.
3. Key Perfomance Indicators – These are created and
managed by the Buyer and will vary depending on what that particular Buyer has
4. View Main Profile – This brings you
back to this Buyer’s Main Profile page.
tab is where you can view any performance related Reviews that have been
arranged by your Buyers.
covered in this view includes:
1. Date - The
date of the Review
2. Notes - Any notes the Buyer has shared
3. Attendees - How many will be attending it
4. Repeat – The scheduled frequency of the Review or if it’s
just a one-off.
5. Status - Whether the Review is upcoming, in progress
or if it’s been completed.
6. Details – A
more comprehensive look at the details of the Review.
To view the
full details of a Review click on the cog opposite the Review and click on
Pre Meeting View
1. Buyer Attendees – Who will be attending the Review from the buying organisation
2. Date – The
time and date of the meeting
3. Location –
Where the Review will beheld
4. Pre-meeting notes – How the Buyer has introduced the Review and maybe included an agenda.
5. Proposed Supplier Attendees – Members of your team the Buyer feels should be attending the meeting.
6. Additional Attendee Emails – The email addresses of any users or colleagues, outside of the SRM
team, invited to the Review.
7. Pre-Meeting Attachments – Any supporting documents they have provided
this tab you can view a list of Actions to track performance improvements over
time. These Actions can be assigned to Buyers or Suppliers.
view you can filter the Actions through 3 different filters (1) –‘Status’, ‘Aggregate Filter’ and the third filter ‘Options’ is a further filter depending on what Aggregate Filter you
have chosen. These will be covered in more detail in a following section. You
can also change the order in which the Actions appear by clicking on the
different column headers (2) – Due Date,
Description, Associated KPI, Assigned To, Status and Priority.
To view the
full details of an Action click on the cog opposite the Review and click on
‘Details’. Below is an example of a completed Action.
1 - Type/Priority: The Buyer chooses whether it’s to be an Action for the Buyer or Supplier
to complete and what level of importance it has – lowest, low, medium, high and
2 - Due Date:
What time and date it is due to be completed by.
3 - Associated KPI: The KPI this Action is linked to.
4 - Associated Review: Here you choose in which Review the Action was decided; this dropdown
will give you a list of the Reviews you have previously created.
5 - Description: This provides details as to what the Action involves and what is to be
completed along with any supporting documents.
6 – Suppliers Actions Taken and Evidence: What you have done in response to the
directions provided in the Action and any supporting documentation to show it.
7 – Review Notes & Documents: Any notes and supporting documents the Buyer
has left in their review of your work.
The path of
an Action’s status is as follows:
> For approval > Completed/Incomplete > Reassigned > Completed
When an Action has been created and assigned
to you it has to be completed by the due date.
1. Type/Priority: The Buyer chooses whether it’s to
be an action for the Buyer or you to complete and what level of importance it
has – Lowest, Low, Medium, High and Highest.
2. Due Date: What time and date it is due to be completed
3. Associated KPI: The KPI that the Buyer has related
this Action to.
4. Associated Review: The Review the Buyer has related
this Action to.
5. Description: This provides details as to what
the Action involves and what is to be completed.
6. Documents: Any supporting documents the
buyer has provided
When the Action has been completed the
status will need to be progressed. To do this click on the edit wheel opposite
the Action and choose ‘Log as Complete’.
need to populate the ‘Actions Taken and
Evidence’ box (1) and provide any supporting documentation (2).
Once this has been submitted the
status of the Action will change from ‘Created’ to ‘For Approval’. At this
point an SRM Admin on the Buyer’s team will be able to Review and pass on to
the next stage.
team member has reviewed the details of the response they can decide whether to
‘Mark as Incomplete’ or ‘Mark as Complete’. They can also provide some Reviewer
Notes on how they came to that decision.
If, upon review, the
Buyer feels the task has not been sufficiently completed they can choose the
‘Mark as Incomplete’ option and provide reasons for this. This changes the
status of the Action to ‘Incomplete’ at which point they can choose to reassign
the task to you or to delete it.
When the Buyer chooses to reassign
the Action the status will change to ‘Reassigned’. At this point you can again
click on ‘log as complete’ and you will be able to record any additional Actions
taken and provide any supporting documentation. You can then resubmit to be
If, upon review, the Buyer is
satisfied with the work done regarding the Action they can choose the ‘Mark as
Complete’ option and provide reasons for this.
This will change the status of the Action
As mentioned in the ‘Key Action’ section there are 3 filter boxes for
your list of Key Actions.
1. Status –
Whether the Action is:
(i) Created – The Action was created as a result of a Review.
(ii) Reassigned – When the Buyer has reviewed an Action
and marked it as Incomplete they can then Reassign it back to you.
(iii) For Approval – You have completed the Action on your
end and it is there for the Buyer to Review and approve.
(iv) Incomplete – When the Buyer feels there is
more work to be done on the Action.
(v) Completed – The Buyer chooses this when the Action
is completed to their satisfaction.
Aggregate Filter & Options – When you choose one of the
selections from the ‘Aggregate Filter’ list you activate the ‘Options’
dropdown. I have listed the various permutations below.
Priority – This filters your list down to the Actions
assigned this level of importance.
Associated KPI – This filters your list to show you the Actions
that contain this KPI.
Associated Review – This filters your list to show you the Actions
connected to this Review.
Date Range - This filters your list to show you the Actions
that were scheduled between those dates.