2. 1st Time Login - Dun & Bradstreet Learn & Support
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1. Supplier Folder Types The Suppliers tab houses your working folders By organizing your folders properly you will be more efficient during your workday Folders allow your organization to manage and maintain your vendor master as well as to create watchlists of companies to be monitored Folders and their organizational structure play a pivotal role in monitoring supplier risk Admin Folder Public Folder Personal Folder 11 Folders 4554 Suppliers 6Folders E 75 suppliers 12 Folders S 4447 suppliers Visual Supplier Types Admin Folder Admin folders are used to maintain your organization s vendor master Public Folder Public Folders are used in situations where many users would need to monitor the same suppliers Private Folder Private folders are used as an individual user s personal suppliers folder TROUBLESHOOTING Trying to move a folder from one type to another for example Private to Public SRMer is not set up to allow you to move folders between types If you are a Super Admin and want a Private folder to become a Public one just set up a new Public folder apply your desired alert profile copy and paste the list of suppliers and add users You can then delete the original Private folder and you are set to go If you are a Basic User or Admin contact your company Super Admin to take care of this for you TROUBLESHOOTING A folder can t be deleted if it still has users assigned to it Only the owner o2. Add New Condition from the criteria areas These changes will trigger an alert to be sent to you by email included in the ALERT NertmeWnen SER some TILES on the Dashboard page of SRMgr and in the list ses in the ALERT INBOX DEEE For more detailed information on how to configure the E Alerts that mean the most to you see the selection titled e 6 Setting Alert Profiles under USER MANUAL in our LEARNING CENTER Alert me Supplier Supplier Rating Cha When Rating Add New Condition FSS Ranking 1 100 OS 00 Alertme FSS Ranking Goes Above When 1 100 Add New Condition Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 2 12 Supplier Risk Manager Time Login Configuring Event Indicator Alerts Users can choose from Events Indicators such as suits liens natural disasters criminal proceedings a general financial and legal indicator an operations indicator other out of business EPLS EPA OSHA or OFAC EPLS EPA OSHA and OFAC can also be monitored for the corporate family A detailed explanation for each of these event indicators can be found in the table below Event Indicators Disaster Criminal Financial Out Of Proceedings Legal BUSINESS Others Family EPA GCL Monitoring To enable the indicator click on the box If the box is blue the indicator is turned ON If it is white it is turned OFF When you enable one of these indicators yo
3. An alert profile is your criteria for monitoring a group of suppliers Assigning an alert profile to your supplier folders will enable you to monitor those suppliers with the criteria you find most meaningful Each folder can only have one alert profile assigned However a supplier can be housed in numerous folders each with a different alert profile Each unique D U N S number only counts once against your watchlist folders no matter how many different folders and alert profiles are assigned Adding an alert profile to a folder turns that folder into a Watchlist Folder meaning that one of the main reasons to have that folder is to monitor the set of criteria you have selected to include in the alert profile of that folder You can get to the Alert Profiles from two locations in SRMgr DASHBOARD SUPPLIERS LOCATOR ALERTS SCORECARD ANALYSIS COUNTRY RISK ADMIN Q On the SUPPLIERS tab click on the Bu Supplier Folders Watchlist Limits Domestic GE ALERT PROFILES button You will be redirected to the ALERTS tab Admin Folder Public Folder 11 Folders 2 4548 Suppliers 2Folders E 6 Suppliers Bookmarked Folders 0 Folders New Folder Alert Profiles Visual Alert Profiles Button DASHBOARD SUPPLIERS LOCATOR ALERTS SCORECARD ANALYSIS You can also access it directly from the ALERTS tab 1f you click on the Q Search By Company Name ALERTS CONFIGURATION button Alert Configuration A Alert Profile Profile
4. New Profile Creating allows you to set preference on what type of alert you will receive Visual New Profile Button TIP By design an Admin folders contents is not monitored It is not a Private or Public watchlist folder The purpose of an Admin folder is to house your company suppliers Dun amp Bradstreet Inc 2015 All rights reserved Version 6 1 0 May 2015 Supplier Risk Manager a Time Login Viewing Existing Alert Rules DASHBOARD SUPPLIERS LOCATOR ALERTS SCORECARD Alert Configuration COUNTRY RISK ADMIN 2 Search By Company Name A Alert Profile Suppliers Profile New Profile Creating allows you to set preference on what type of alert you will receive Frans Alerts SSI SER PYD 15 Events D amp B Standard Alert Profile for SSI v2 D amp B Standard Alert Profile SSI SER PYD 13 Events MSBasicUserPublicAlert User iawu ff_BasicAlpha Type Public Folder 2 frans test 3 SSI 10 Alert me When SS Value Rises Above 6 SER Q o C Alert me When SER Value Rises Above 6 test234 Event Indicators testing 1 Disaster out Of Operations Business Fi eT RY MSBasicUserPublicAlert SSI SER 5 Events Visual Current Alert Profile Screen If you want to see what current Alert Profiles are set and what criteria they contain go to the ALERTS tab on the ALERTS CONFIGURATION which tak
5. OFAC OFAC_Branches Steve Steve_IE8 personal suppliers folder PRIVATE PRIVATE PRIVATE PRIVATE No Alert Profile UAT D amp B Standard Alert D amp B Standard Alert Bookmarked Folders Bookmark a ae ns folder if you want to give it User Loader Critical priority viewing on the folder list PRIVATE No Alert Profile tems per page 24 1 52 1 100 D i o E New Folder Start here when you want to set up a new folder Customer Support Privacy About D amp B Terms of Use B in LAM Tube e 2015 Dun amp Bradstreet Inc Version SRM 2 0 Alert Profiles This is where you can set the criteria you would like to use to monitor your watchlist folders Sort by Folder Name You can sort your folders by name types number of users number of suppliers and alert profiles Sort by View Select how you would like to see your folders either by list view or folder icon View of Folders Access your folders and view their contents number of suppliers alert profile assigned number of users and type of folder Manage each folder by selecting the ability to bookmark edit or delete Items Per Page Determine how many folders you view at one time 10 20 or 50 Default is 10 folders Number of Pages View the number of pages of folders available and move through them as desired Dun amp Bradstreet Inc 2015 All rights reserved Version 6 1 0 May 2015 2 4 pie Supplier Risk Manager Time Login
6. criminal proceedings exist in the Dun amp Bradstreet database against this supplier Financial Legal Indicator Indicates whether special events including financial embarrassment and legal filings exist in the Dun amp Bradstreet database against this supplier Out Of Business Indicator The Out of Business Indicator will turn on within Supplier Risk Manager whenever FSS 0 This occurs when a supplier has ceased operations at a physical location is undergoing financial reorganization e g Chapter 11 Bankruptcy Chapter 7 Liquidation or has been bought out by another firm and is now operating as a different legal entity In the latter two cases the company may physically continue to transact business with customers However the company has legally changed and normal contractual protections may no longer exist It is worth noting that it is possible for a company s Out of Business Indicator to go on due to a Chapter 11 filing and then turn off when the company successfully returns from Bankruptcy Operations Indicator Indicates whether special events exist in the D amp B database that concern changes to the business operations These include categories such as name changes management changes change in legal form control or capital business wind up closures or moves Others Indicator Indicates whether special events not otherwise specified exist in the Dun amp Bradstreet database against this supplier EPL
7. S Indicator The Excluded Parties List System EPLS identifies supplier facilities that have been excluded by the U S Government from receiving federal contracts or certain subcontracts or certain types of federal financial and non financial assistance When this indicator is ON you may expand the indicator to see additional information concerning the CT Cause and Treatment code agency and term date The CT code indicates the cause of the exclusion and the treatment for the exclusion The agency is the organization that placed the supplier on the exclusion list The term date 1s the date the exclusion will end Family EPLS Indicator An EPLS indicator that applies to at least one member of a supplier s corporate family The family includes branches headquarters and divisions Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 2 14 Time Login GCL Monitoring M EPA Indicator Indicates the number of enforcement actions that have been taken against the facility within the twenty most recent complete quarters 5 years Family EPA Indicator An EPA indicator that applies to at least one member of a supplier s corporate family The family includes branches headquarters and divisions OSHA Indicator Indicator of violation of OSHA Occupational Safety and Health Administration standards Violations are cited by OSHA as a result of inspections Family OSHA Indicator An OSHA indica
8. Supplier Risk Manager I Time Login 2 Ist Time Login System Requirements 2 Setting Up Your Account Information 3 Dashboard View on Ist Login 4 Navigation Guide of Suppliers Tab Features 5 Supplier Folder Types 6 Creating a New Folder 7 Alerts 8 Adding Alert Profiles 9 Viewing Existing Alert Rules 0 Setting an Alert Profile 1 Configuring Event Indicator Alerts 2 Confirming Your Alert Configuration dun amp bradstreet Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 Fats Supplier Risk Manager Time Login Please upgrade your browser to use Supply Risk Manager System Requirements We built Supply Risk Manager using the latest technology This makes it faster and easier to use Unfortunately your browser doesn t support these technologies Download one of these great browsers and you ll be on your way e 0068 Internet Explorer Version IE8 or above Minimum System Requirements Use of the most current versions of browsers is recommended for peak performance Supplier Risk Manager supports Internet Explorer 8 IE8 and higher Google Chrome 3x x and higher Safari 5 x and higher Firefox 3 x and higher Mozilla Firefox Version 3 x Apple Safari Version 5 x Google Chrome Version 3x x If this screen appears you will need to update your browser in order to access SRM gr Setting Up Your Account Information You can modify your account info
9. a separate line Maximum number of D U N S Numbers allowed per attempt is 2 000 While you can only add 2 000 at one time there is no limit to how many suppliers can be included in any one folder and no limit of time you need to wait between uploads Add Suppliers Dun amp Bradstreet Inc 2015 All rights reserved Version 6 1 0 May 2015 Type Type If you are a Super Admin you will _ have the ability to assign users to a Public Folder you create Select check boxes to ASSIGN USERS Under the list of users you can select how many users you would like to see at one time in the ITEMS PER PAGE area You can also scroll through PAGES of users to find the ones you want Type in a D U N S Number or paste a list of Numbers Each D U N S Number should be on a separate line Maximum number of D U N S Numbers allowed per attempt is 2000 2 7 Supplier Risk Manager Time Login Assign Profile All users Basic Admin and Super Admin can assign a profile to a Private folder they create Super Admin can add a profile to a Public or Private folder Assigning a profile triggers the process of monitoring this folder The specific criteria of each Alert Profile can be different based on how you wish to monitor the specific set of suppliers contained in the folder Only one Alert Profile can be assigned per folder You can select from the list of profiles previously created or create a new profil
10. d configure public or private watchlist folders This is also the place to keep track of your contractual watchlist levels of Domestic and International suppliers dun amp bradstreet Supplier Risk Manager oo ae Watchlist Limits Provide you a DASHBOARD SUPPLIERS LOCATOR ALERTS SCORECARD ANALYSIS COUNTRY RISK ADMIN visual metric of your contracted watchlist limits vs your current BE Supplier Folders O watchiist Limits Domestic GEE 1000 internationa GS 1 watchlist levels Bookmarked Folders 13 Folders New Folder AOLO Sort By Folder Name v jus mm Folders 27 Admin Folder Public Folder Personal Folder 11 Folders E 4545 Suppliers 9Folders E 161 Suppliers 13 Folders E 4478 8 Suppliers Admin Folder Admin folders are used to maintain your organization s vendor master 15 Suppliers 78 Suppliers 51 Suppliers 1 Suppliers Bell Canada General Construction Critical Office Su Public Folder Public Folders are PRIVATE 4 5Users D 3Users PRIVATE ee oe used in situations where more than one user would need to monitor the same suppliers 6 Suppliers Q 104 Suppliers 30 Suppliers 21 Suppliers Delphi Demo EU Suppliers Important SCB PRIVATE PRIVATE PRIVATE PRIVATE No Alert Profile moreen top suppliers D amp B Standard Alert MSBasicUserPublicAlert Private Folder Private folders are 1774 Suppliers 61 Suppliers 6 Suppliers 0 Suppliers used as an individual user s
11. e ADD ALERT PROFILES TO EACH FOLDER After your supplier folders are created add the desired alerts to each folder to monitor important positive and negative changes to the suppliers you work with One combination of criteria can be added to each folder grouping which may give you additional ideas of how you want to segment your suppliers Some of your suppliers may need to be monitored more closely than res roma BD ot others 2015 Dun amp Bradstreet Inc Version SRM 2 0 E Portfolio Suppliers Suppliers O For more information on creating supplier folders see 6 Setting Alert Profiles Let s learn about the Suppliers Tab which houses all the folders that will fuel the functions in Supplier Risk Manager First let s take a navigational look at the Suppliers Tab then we ll get started on creating folders and setting alerts for those folders The Navigation Guides you will find throughout the User Manual materials will be a great help in reminding you where to go in Supplier Risk Manager You may want to copy and post them to keep them handy The one on the next page takes you on a tour of the Suppliers Tab Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 23 Navigation Guide of Suppliers Tab Features The Suppliers tab houses your vendor master within the Admin folders along with public and private folders Folders are a way to segment your suppliers view and manage suppliers an
12. e of your own If you want to assign a previously created profile select it from the drop down list under CHOOSE PROFILE If you wish to create a new profile go to ALERTS CONFIGURATION on the ALERTS tab Choose Profile Choose Profile D amp B Standard Alert Profile D amp B Standard Alert Profile for S5l v2 Frans Alerts MSBasicllserPublicAlert Under the ASSIGN PROFILE button is a check box giving you the eae ability to BOOKMARK THIS FOLDER Checking the box means vou are attaching a bookmark to this folder which will prioritize it in your list of folders A bookmarked folder will appear toward the front of your folders in either the list or icon view on the Suppliers tab All bookmarked folders are listed alphabetically New folder created Assign Profile D amp B Standard Alert Profile Li International SR 00 BE Supplier Folders Watchlist Limits Domestic SSSR 1000 Admin Folder Public Folder 11 Folders EJ 4554 Suppliers 7 Folders E 153 Suppliers Personal Folder 12 Folders E 4447 Suppliers Bookmarked Folders 13 Folders 15 Suppliers a l eF i PRIVATE UAT 1774 Suppliers EA New Folder Alert Profiles Sort By Canada General Denet 78 Suppliers 6 Suppliers 5Users PRIVATE PUBLIC No Alert Profile D amp B Standard Alert 61 Suppliers 21 Suppliers Folder Name 104 Suppliers Demo PRIVATE moreen top suppliers 5 Suppliers Ensu
13. es you to the ALERT PROFILE PAGE Along the left side of the page you see a list of alert profiles that are currently set Two of the profiles are D amp B Standard Alert Profiles that are automatically set for you They are called D amp B Standard Alert Profile and D amp B Standard Alert Profile for SSI v2 The remainder of the profiles on the list have been set by others in your company Additionally you can set an infinite number of alert profiles yourself based on the criteria that are most meaningful to you and name them anything you would like To determine what is included in each alert profile click on it in the column on the left side and the contents will appear in a box on the right side In the example above we can see on the left side that the name of this alert profile 1s MSBasicUserPublicAlert It is assigned to two public folders and contains criteria for the SSI the SER and 5 events On the right side the name of the alert appears again as does the name of the user who set it up It tells us that it has been applied to two Public folders One of the folders 1s called frans test 3 and 1f you activated the drop down you would see the name of the other folder it has been applied to The user chose to have an alert when the SSI or the SER value rises above 6 They also chose to be alerted when there is any activity on these event indicators Disaster Criminal Proceedings Out of Business Operations and Others Dun amp B
14. ess Country Currency USD US Dollar T es Business Address CHY Yuan Renminbi Building Suite CZE Czech Koruna g DKK Danish Erone City Slate Prov ine amp z GEP Pound Sterlina HKD Hong Kong ZipPostakode Business Telephone HUF Forint including area code IDR Rupiah ILS Shekel INR Indian Rupee KHR Higl Currency EUR Euro Business Address Country Symbol Currency United Arab Emirates AED UD Building Suite City di TT an co D T m oO S Ou Z i a m uni o Australia ustralian Dollar aka State Province angladesh Select State razilian Real ma Jd Zip Postalcode Canada Canadian Dollar d Oo Business Telephone including area code O aL 7 witzerland wiss Franc uan Renminbi O hina Czech Republic CZK Czech Koruna enmark Danish Krone uropean Union United Kingdom Pounds Sterling ong Kong ong Kong Dollar ungary Indonesia T m a orint Rupiah Shekel Indian Rupee israel Cambodia Mexico Available Currency Options MXN MYR Malaysia Malaysian Ringgit Norway Norwegian Krone ew Zealand Dollar hilippine Peso floty Russian Ruble ZO ew Zealand T hilippines oland INR KHR MXN MYR NOK PHP Russia UB Swedish Krone wa mi Aa weden ingapore D ingapore Dollar hailand urkey FT H urkish Lira ew Taiwan Dollar aiwa
15. f a Public folder can make changes to it and add or remove users TROUBLESHOOTING If an inactive person is still assigned to a folder you won t be able to delete the folder Remove the inactive person first then delete the folder Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 2 5 Supplier Risk Manager I Time Login Creating a New Folder Any user may create a new Private Folder Only a Super Admin can create Public folders and assign users to them Generally Admin Folders are created systematically when your SRMegr account is initially created for your company by D amp B and consists of the vendor master sent to D amp B by your company Creating folders allows you to segment your supplier lists into meaningful groups that you can manage and monitor as needed New Folder Alert Profiles Sort By Visual New Folder Button a Click on NEW FOLDER to get started User Guide My profile Training schedule Sign Out K Manager lamancusak_srm SMS Internal x Create A New Folder 2 The CREATE A NEW FOLDER window displays LOCATOR f pi 10000 Folder Name Items per page 5 10 15 Page 1 of 143 Add Suppliers Enter D U N numbers Assign Profile Choose Profile Bookmark this folder Cancel Visual Create A New Folder EN Inthe FOLDER NAME field type ina name for the folder Folder Name Canada General As you segment your s
16. lick SAVE at the bottom of the screen The cursor will point back to the ALERT NAME FIELD across from the NEW PROFILE button and above the USER name field if you didn t type in a name for the alert when you started If you haven t already provided a name for the alert do so in the box that displays above the user name Folder 0 TIP Each alert profile you create should be geared toward the type of suppliers you will be monitoring e g if you will be monitoring critical suppliers you may have a lower tolerance for risk than if you are monitoring non critical suppliers TIP Only Super Administrators can create public alert profiles A basic or admin user will not have the public alert profile type available TIP The Standard Alert Profiles cannot be edited or deleted by any user They were created as recommended alerts profiles mostly for direct suppliers Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 2 16 dun bradstreet GROWING RELATIONSHIPS THROUGH DATA Dun amp Bradstreet 103 JFK Parkway Short Hills N J 07078 www dnb com Dun amp Bradstreet Inc 2015 All rights reserved Version 6 1 0 May 2015
17. n z P mm ar ou y 5 D 5 Jietnam outh Africa ong al fui CL P aa Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 2 2 Supplier Risk Manager Time Login D ash board View on st Logi n When you first login into SRMer your Dashboard will be blank until you have set up your watchlist folders You must segment your suppliers into folders and add alert profiles for the criteria you would like monitored through the watchlist functionality It is the watchlist folders in conjunction with the Supply Base from your company that fuel what you see on the Dashboard dun bradstreet Supplier Risk Manager ee DASHBOARD SUPPLIERS LOCATOR ALERTS SCORECARD ANALYSIS COUNTRYRISK ADMIN Supplier Risk Manager Dashboard D amp B D U N S Universe My Personal Folder Supply Base SEGMENT SUPPLIERS INTO FOLDERS Country Risk Score Indicators om 0 Begin by deciding how you would like to set up PR ces ams folders to monitor the suppliers most important to the ET work you do You can segment them any way you like Perhaps you will want to do so by industry such as manufacturers office equipment etc or by state such as Ohio and Florida For more information on creating supplier folders see 5 Creating amp Managing Supplier Folder Recently Viewed Suppliers My Watchlist Folders Portfolio Risk My Watchlist Folders w SSI v Not Availabl
18. radstreet Inc 2015 All rights reserved Version6 1 0 May 2015 2 11 Ie Supplier Risk Manager Time Login Setting An Alert Profile Configurations Setting up alerts in Supplier Risk Manager helps users proactively monitor suppliers with real time alerts Real time alerts help mitigate risk by providing users with updated information on their critical suppliers Alerts also provide users with email notifications when there is new information about a supplier on their watchlist Folders help to manage alerts for groups of suppliers Users can customize alerts by setting threshold values on various predictive supplier ratings and events indicators to match their work process and supply management goals To set up the details of an alert go to the ALERTS DASHBOARD SUPPLIERS LOCATOR ALERTS SCORECARD AN tab and click on ALERT CONFIGURATION then a on the NEW PROFILE button es 4 Alert Profile Profile New Profile Creating allows you to set preference on what type of alert you will receive Type in a name for your ALERT PROFILE Select whether you want it to be PUBLIC or PRIVATE Frans Alerts Click on your desired folder from the drop down of the D amp B Standard Alert Profile for SSI v2 D amp B Standard Alert Profile SELECT FOLDER button aol You can trigger an alert to notify you of value changes in GNT rx the SSI SER Paydex Supplier Rating and FSS Ranking
19. re the new folder is present in the view you created it for In the above image we can see that a banner at the top of the screen informs us we successfully added a folder in the Public Folder section The folder we added is titled Canada General has five users and has the D amp B Standard Alert profile attached You know it has been bookmarked because the bookmark icon next to the trash can and pencil in the upper right corner is an outline not a solid shape Dun amp Bradstreet Inc 2015 All rights reserved Version 6 1 0 May 2015 2 8 Supplier Risk Manager Time Login Alerts DASHBOARD SUPPLIERS LOCATOR ALERTS Inbox SCORECARD Alert Configuration ANALYSIS COUNTRY RISK ADMIN Monitoring events to reduce supply chain disruptions can be handled through the Alerts tab Alerts in Supplier Risk Manager focus on monitoring critical suppliers to avoid supplier disruptions Supplier Risk Manager allows users to create multiple watchlist folders and create alert configurations to monitor different categories of suppliers e g direct indirect high spend and single instances in responding to changes in suppliers businesses ideally before those changes affect their business Red Flag alerts are also available to give you the power to alleviate risk as issues occur including financial natural disaster or other serious issues Seventeen of the most important risk triggers are included 4 Alerts Ne
20. rmation including your account password password hint question and currency conversion preference from the Admin tab MY PRO E LE dun amp bradstreet Supplier Risk Manager Go to the ADMIN TAB Q Administration Under USER SETTINGS ij click MY PROFILE oies Release Notes Review new features bug fixes and additional i My Profile Modify your account information My Password Modify your account password Surveys Divisions From this screen you can see what information is recorded in your account Not all fields need to be populated First Name Middle Initial Last Name Click MODIFY Dun amp Bradstreet Inc 2015 All rights reserved Login Name Password Hint Question Hint Answer Email Address Country Currency Business Address Building Suite City State Province Zip Postalcode Business Telephone Surveys Roles Pr A AL a What is your favorite color purple Ga TT TT a TUE CTI USA US Dollar SAdmin a Version 6 1 0 May 2015 2 I Supplier Risk Manager Time Login User Account Required Fields You may modify the information in any active el field Login Name cannot be modified Midcihe Initial Last Mame Login Namme If you would like to change the currency selection by which you view monetary fields throughout SR Mer and within the Country Risk Module select your preferred currency from the drop down Email Addr
21. tor that applies to at least one member of a supplier s corporate family The family includes branches headquarters and divisions OFAC Indicator OFAC stands for Office of Foreign Assets Control The OFAC indicator is on for an entity when OFAC has placed this entity on its list of Specially Designated Nationals or SDN OFAC describes the SDN as follows As part of its enforcement efforts OFAC publishes a list of individuals and companies owned or controlled by or acting for or on behalf of targeted countries It also lists individuals groups and entities such as terrorists and narcotics traffickers designated under programs that are not country specific Collectively such individuals and companies are called Specially Designated Nationals or SDNs Their assets are blocked and U S persons are generally prohibited from dealing with them Family OFAC Indicator An OFAC indicator that applies to at least one member of a supplier s corporate family The family includes branches headquarters and divisions GCL Monitoring Indicator A screening process that compares supplier records against over 30 different Government Control Lists of restricted entities This indicator will only appear for customers who have contracted for the Supplier Portal add on module Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 2 15 Time Login Supplier Risk Manager Confirming Your Alert Configuration C
22. u will receive an alert if that indicator is On and you will receive an alert if that indicator turns Off You will receive an initial alert if the indicator is On at the time you add the supplier to your watchlist Select the enabled box for each of the indicators that are of importance to you These are binary values either On true or Off false An event is the occurrence of some critical action or new information Events can be tracked for the specific location while some events can be followed for any member of the corporate family a business entity related to the location in question Event Indicators Suits Indicator Indicates whether open suits open judgments petitions or payment remarks exist in the Dun amp Bradstreet database against this supplier Liens Indicator Indicates whether open claims liens protested bills warrants Social Securities Summons or equivalent exist in the Dun amp Bradstreet database against this supplier Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 2 13 Supplier Risk Manager Pass Time Login Disaster Criminal Proceedings Financial Legal Out OT Business i Operations Others Family EPLS Disaster Indicator Indicates whether special events concerning disasters such as fire hurricanes etc exist in the Dun amp Bradstreet database against this supplier Criminal Proceedings Indicator Indicates whether
23. uppliers into folders think about what organizational structure might best serve the work you do Do you want to segment suppliers by country Would it be best to segment by product or business unit TIP Keep in mind as you determine how you wish to segment your supply base that only one alert profile can be assigned per folder Put suppliers together in a folder that you wish to monitor similarly For some suppliers you may wish to monitor several scores such as the SSI SER and Paydex While for another set of suppliers the event indicators such as suits liens operations and criminal proceedings are more important Dun amp Bradstreet Inc 2015 All rights reserved Version6 1 0 May 2015 2 6 Supplier Risk Manager Time Login Select a PUBLIC or PRIVATE type If you are assigned a Basic or Admin user role you will only see the PRIVATE folder type option Only Super Admin users have the ability to create a PUBLIC folder any user can create a PRIVATE folder The solid color blue button to the right is the one that is activated in this case Public The white button is inactive in this case Private Assign User Login Name Last Name a nai USA wN O tu 1 Items per page 5 f10 15 Page B lof 14 ee lt gt Next to the ADD SUPPLIERS title is a hover message that explains how suppliers can be added Type in a D U N S Number or paste a list of Numbers Each D U N S Number should be on
24. w Folder Inbox 14 Inbox O IN Alert O The Supplier Stability Indicator is 7 IN The Suits Indicator is on I The Financial Legal Indicator is on I The Operations Indicator is on O The Supplier Evaluation Rating SER is 8 Items per page 5 10 15 Visual New Alerts are Listed in the Alerts Inbox ALERT CONFIGURATION To set new Alerts or review the criteria of current Alert Profiles go to the ALERT CONFIGURATION area on the Alerts tab es 02 28 2015 02 28 2015 02 28 2015 02 28 2015 es 02 28 2015 of 3 co A Alert Profile Alerts 16 Events D amp B Standard Alert Profile for SSI v2 D amp B Standard Alert Profile ecting Items per page 5 10 15 ALERT INBOX On the Alerts tab you will be able to view current Alerts in the INBOX SSI 10 A o Alert me When SSI Value Changes ga dear Add New Condition clear Add New Condition Paydex OS 00 Goes Above clear Add New Condition Supplier Rating 1 ES Add New Condition FSS Ranking 1 100 OS 00 ankin Goes Above dear 00 ON OFF Liens Disaster Criminal Financlal Business Others Visual Set and Review Alert Profiles in the Alerts Configuration View Dun amp Bradstreet Inc 2015 All rights reserved Version 6 1 0 May 2015 2 9 I Time Login Supplier Risk Manager Adding Alerts Profiles
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