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Administrator Guide
Last Updated: 2023-08-11
Steps: Set Up Supplier Diversity Discovery Board

Steps: Set Up Supplier Diversity Discovery Board

You can track progress towards diversity goals by using the
Supplier Diversity
 discovery board. This discovery board enables you to view and customize visualizations (vizzes) about the diversity of your suppliers using these data sources:
  • Purchase Order Lines
  • Suppliers
  • Supplier Invoice Lines
  1. Edit Domain Security Policies.
    Configure these domains to grant discovery board users access to the report data sources:
    • In the Procurement functional area:
      • Process: Purchase Order - Reporting
      • Reports: Organization Purchase Order Lines
    • In the Suppliers functional area:
      • Reports: Supplier
    • In the Supplier Accounts functional area:
      • Process: Supplier Invoice - Reporting
      • Reports: Organization Supplier Invoice Lines
      • Reports: Supplier Accounts
  2. Access the
    Maintain Supplier Classifications
     task.
    Assign the Workday-delivered
    Diversity
     supplier classification category to any new or existing classifications that you want to use to track supplier diversity. Examples:
    Minority-Owned
     and
    Small Business
    .
    Configure each diversity classification on a separate row in the
    Classification Name
     column with the
    Diversity
     classification category. Workday doesn't recommend configuring multiple classifications in a single row using the
    Supplier Classification Type
     column.
    Security:
    Set Up: Supplier Maintenance
     domain in the Suppliers functional area.
  3. (Optional) Access the
    Change Supplier Classification
     task.
    When you've created new diversity classifications, add them to suppliers. You don't need to update suppliers when you've marked existing classifications as diverse.
    Security: Configure the
    Supplier Classification Change Event
     business process and security policy in the Suppliers functional area.
  4. Make a copy of the
    Supplier Diversity
     discovery board.
  5. Access your Drive.
    Open your copy of the
    Supplier Diversity
     discovery board and click
    Edit
    . Configure the required prompts on the
    Data Source panel
    .
  6. To add depth to the information available on your discovery board, configure
    Drill By Fields
     and
    Show Details Fields
     on these business objects:
    • Purchase Order Line
    • Supplier
    • Supplier Invoice Line
  7. (Optional) Customize your visualizations and data.
  • Create your own visualizations.
  • Share the discovery board with other users.