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Workday User Guide
Last Updated: 2024-05-31
Start Review Forms

Start Review Forms

The sourcing manager has created forms, such as security forms, questionnaires, or worksheets, that they want to send to suppliers.
When you have forms that you want to send to multiple suppliers, you can start a review form project.
  1. Select
    Navigate
    Pipeline
    .
    You can also start a review form project from directly from a supplier in the
    Supplier Directory
    . From the
    Forms
     tab in the supplier profile, click
    Select Forms
     and select which forms you want to run for that supplier.
  2. Click
    New Project
    .
  3. Select the
    Form
     type from the
    Project Type
     prompt.
  4. Add suppliers to the project by selecting
    Suppliers
    Open Supplier Directory
    , selecting suppliers, and clicking
    Add To Project
    .
    When you want to add a supplier but they're not in the supplier directory, click
    Add New Suppliers
    , enter their profile description, and click
    Save and Add to Project
    .
  5. To add forms to the project, select the
    Forms
     tab and click
    Add Forms
     and select the forms you want to send.
  6. Enter a due date for suppliers in the project to return their forms complete and click
    Publish
    .
The suppliers in the project receive notifications to complete the forms before a certain date.

This content is not part of the Workday Administrator Guide.