Customizing Consource
How to Customize the Questionnaires?
To customize the Questionnaires, Click "Admin" Click "Customisation" Click "Questionnaires" Here you can manage your questionnaires. These are the questions you ask when onboarding a provider.: To add a new questionnaire, click "Add Questionnaire" ...
How to Customize the System Settings?
To customize the System Settings, Click "Admin" Click "Customisation" Click "System Settings" The first tab is a information tab only, there is no modification to be done here. You have the number of documents you can upload, the number of times you ...
How to Customize the Performance Settings?
To customize the performance settings, Click "Admin" Click "Customisation" Click "Performance" The first tab is "Survey". Here you can defined the project score threshold for flags in analytics: The second tab is "Impact", where you can customize the ...
How to Customize SOW's Layouts & Templates?
To customize the SOW: Click "Admin" Click "Customisation" Click "SOW" The first tab on the SOW menu is the Layout Library, where you can customize the SOW's Layouts: The second tab is the Template Library, where you can customize the predefined text ...
How to Customize RFP's Settings, Layouts & Templates?
To customize the RFP: 1. Click "Admin" 2. Click "Customisation" Click "RFP": The first tab are the settings. Here you can customize the Compliance, the Milestones and the Selection Criteria. In the compliance section you have the option to toggle the ...
How to Customize Demand's Other Questions & Taxonomy Mandatory Fields?
To customize the Demands: 1. Click "Admin" 2. Click "Customisation" Click "Demand" Here you can customize the "Other Questions" section in the demand document and also the which fields are mandatory on the demand. The fist tab is "Other Questions". ...
How to Customize MSA's Layouts & Templates?
To customize the MSA: 1. Click "Admin" 2. Click "Customisation" Click "MSA": The first tab on the MSA is the Layout Library, where you can customize the MSA's Layouts: The second tab is the Template Library, where you can customize the predefined ...
How to Customize NDA's Layouts & Templates
To customize the NDA: 1. Click "Admin" 2. Click "Customisation" Click "NDA": The first tab on the NDA is the Layout Library, where you can customize the NDA's Layouts: The second tab is the Template Library, where you can customize the predefined ...
How to customize Taxonomy?
To customize the Taxonomy: 1. Click "Admin" 2. Click "Customisation" Click "Taxonomy": 1) Tiers Manage tiers here. You can set the projects tiers, the providers tiers and the provider lists: 2) Risk Here you can manage your risk categories: To add a ...
How to manage the Company Details?
To customize the company details: 1. Click "Admin" 2. Click "Customisation" The first tab is company details, and the first subtab is: 1) Company Information You can customize: The name of the company The address The city Province / State Postal code ...