Prerequisites:
The Supplier will need to exist in URM and have a valid email address. You will also need to know their uplift and what Contract Code/SORs they need to be matched against.
N.B: There is also a Test version of the ROCC Contractor Portal. Suppliers should be setup here first so that they can complete their Training with the Specialist Team. Once Training has been completed their account can be created in the Live environment.
URM Setup:
- Add the relevant Contract Code in the ‘Framework, List’ of the Supplier account, i.e. LWPESTSP if required to be useable with SPECPEST
- Add the relevant SOR Codes into the 'Override's screen of the 'Contract Code'
ROCC Contractor Portal Setup:
Set the Supplier up as a Resource – this will also create their User Account.
Click on ‘New Resource’
The ‘Resource’ screen will open:
Complete all the fields highlighted below:
- Give the Supplier a ‘Resource ID’ in the format of LW + first part of account name.
- Set the ‘External ID’ to the URM ‘Supplier ID’
- Set the ‘Type’ to ‘Operative’
- Fill in the ‘Name’, ‘Email’ and ‘Company’ fields
- Set the ‘Login Username’ to the same as the ‘Resource ID’
- Set the ‘Login Password’ (in Test this in Password123!)
- Set the Recovery Email (can be the same as the ‘Email’ field if no alternative available)
- Set the Planner to ‘Livewest Contracts Team (LIVEWEST)
- Keep the ‘Supervisor’ as ‘None’
- Set the ‘New Ticket Action’ to ‘Ask Accept / Reject’
- Set ‘Accept Contracts’ to ‘None’
- Set the ‘Sync Method’ to ‘Manual’