Let's Build: Vendor Onboarding Workflow

Learn the Vendor Onboarding Best Practice Workflow and its phases, from request initiation to final review, along with ownership assignment and email notification setup.

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About this course

This course introduces the creation and use of Gatekeeper’s Best Practice Vendor Onboarding Workflow. Designed for users new to Gatekeeper workflows, it provides key insights into configuration and application.

Curriculum

  • Let's Learn!
  • 1. Introduction
  • 2. Process Flow Walkthrough
  • 3. Create the Workflow
  • 4. Assigning Phase Ownership
  • 5. Set Email Notifications
  • 6. Creating a Test Card
  • 7. Advancing the Workflow: Approvals
  • 8. The Vendor Portal
  • 9. Workflow Conclusion

About this course

This course introduces the creation and use of Gatekeeper’s Best Practice Vendor Onboarding Workflow. Designed for users new to Gatekeeper workflows, it provides key insights into configuration and application.

Curriculum

  • Let's Learn!
  • 1. Introduction
  • 2. Process Flow Walkthrough
  • 3. Create the Workflow
  • 4. Assigning Phase Ownership
  • 5. Set Email Notifications
  • 6. Creating a Test Card
  • 7. Advancing the Workflow: Approvals
  • 8. The Vendor Portal
  • 9. Workflow Conclusion