Tier 2 Diverse Spend Reporting Training Video

Prime should have received an email from the tool with URL username and password if you ever forget your username or password retrieve username and reset password once you enter credentials login you’ll be at the dashboard here you have my profile model which will allow you to view your profile details and you have alerts Notification module, which will have your top notifications support. Tell you you can contact Knies as well as we were supporting, so the first one we will go to is my profile when you click this you’ll be able to view your profile that we imported on NiSource behalf as a user you can edit updates Out. If you want to update fields that are out you can contact my supplied diversity team or we were supporting the information we have captured a prime profile overview contact information company headquarters information reporting and SEM window management has been set by supply diversity so if you have any questions regarding this, please reach out to that team for assistance Going back to the dashboard. We have several alerts under my profile so the first one we have a tier 2 expired diversity so how many of your tools that you have used to report that YTD year cold variance well I love you to see the difference in set for you by NiSource YTD here to date submittal pending, shows your pending submission if you have any messages and notification, you can view those here and from admin side of my source if they have Invited you for any RFI or surveys, you can view and respond to them from the portal here likewise you can do any event information that they have published for you to attend going to the left menu next we have spent cent and underpinned cent for we have my two suppliers so this is all the tier 2 suppliers you will use to report direct paint so you have your bucket of tier 2 suppliers as well as other prime tier suppliers so this will come in when you’re trying to add a supplier to the portal and you get a message saying the tier 2 supplier is already present, which means the tier 2 supplier is already added to the portal by another Prime Portal doesn’t allow duplication of records so in that case you need to come to the other Prime look for the supplier that you’re trying to add let’s see we are trying to add the supplier his first supplier one through one owner LLC just place a checkmark here and you can click on actions and click associate selected supplier so you get this video Once you click associate supplier you get a message selected to supply has been associated with the prime when you get back to Mike to suppliers, you can see that the suppliers is being added to your list of suppliers and now you can report direct successfully so you have these here using this. You can export the below list as excel PDF and print you can use customization to customize the column so you can have as many or ask that you would like to have so you can using standard as well as additional filters when you hit you can come back to memorize section and save the specific search criteria so that you can retrieve it at a later time and using so you can sort the below list here in the actions. You do have an option to import to suppliers you get this window and using the rate you can upload to suppliers in bulk if you want to add a to supplier individually click on action and click add to supplier. Then you will go through the process of entering all the required information that you see here once you click continue, you will be taken to the next page where you need to enter more information about the Theatre to supplier like established, gender, ethnicity number of employees last five years annual sales diversity so you can enter as many diversity types that you want for your supplier. Once you select this you can click confirm and then come over here. Click at edit certificate. You get the speech here you can select the diversity type then you can select the agency and then you can enter start expiration date, certification number, and you can also upload the certificate once you give the information gets display here at this paper. I denote that the certificate has been uploaded successfully. You will go through this process process for as many diversity as you have and then you will go with The other additional information like secondary commodities, secondary commodities and then finally when you give you get a message that supplier has been saved successfully and now you’d be able to report direct against the supplier going back to the spin center next we have when you click this it takes you to the summary page which will show the view of spent and sales data submitted on quarterly basis. We have report new paint will ability to report direct direct direct page. This will allow you to enter enter the your company has had with was own businesses that directly support Knies contract so you have the ability to import direct or you can come over here. Click at entry button and you can enter it as a pipeline either by typing or by selecting from the list of suppliers once you select the diversity ethnicity populated you can select the commodity PO number. Enter the amount And you can enter the payment from NiSource over here and then you can enter the same and submit once you do that you get a green chip, confirming that a tree has been made and this report icon will give you the ability to take a soft copy of what you have reported for that particular year or next year to spend here to indirect so sure you will enter the total company revenue. Then you will enter from my source once you do that percentage get calculated automatically. If for some reason, you do not want to disclose your companies annual sales. You can toggle this button and calculate the percentage from by hovering over this cycle and getting the formula and you can enter the percentage You enter the MPE broken down into gender and ethnicity if you do not have a break ethnicity, other male and female are completed attributed to will be shown at the bottom of the beach will be applied. That has been submitted successful you have an option to report if you do not have a direct or to enter for a specific water to come in and report zero speed to acknowledge that you are participating in that program, but you do not have that particular water you can add a message to to see why you wouldn’t have a and click submit. The next tap. We have under center submitted report report report reports this allows you to generate reports based on a specific year or water And finally during this entire process. If you need any assistance, click on the name at the top click Support. This is how you can reach out to support him through email support form and phone number. We will provide a step-by-step help manual and training videos in the manuals and training session tap User setting this gives you ability to update username and contact details. You can also use and users to give access to additional team members and finally to logout click out the name of the top and click logout concludes Prime supplier training for NiSource. Thank you for your attention. Have a good day.