Kash Farooq
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Articles
Recent activity by Kash Farooq-
BD-02 Viewing your Projects In delivery
Description: The Project Details page provides an overview of the project in delivery, including key dates, budget information, payment requests, invoices and supplier requests.Prerequisites:Be log...
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R-02 - Task statuses and workflow reference
Description: Task statuses, the New Project Request task workflow, and checklist visibility.Type: Reference guide.Task statuses: Created In Progress On Hold - set automatically when a query is rais...
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B-02 - Starting a New Project Request
Description: How to open a New Project Request and work through the question journey.Prerequisites:You must be logged in as a Buyer with the New Project Request button available to you.Steps:Go to ...
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BD-03 Managing Invoices
Description:How to view, search, download and track invoices within Elevate.Prerequisites:You must be logged in through your buyer account.You must have the required invoice permissions. For detail...
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R-03 - Adding notes to tasks
Description: How to add notes to a task, and how notes differ from comments.Prerequisites:You must be a task user.Steps: Open the task. Add a note by clicking the ‘+’ button at any time to leave co...
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B-03 - Saving and resuming a draft project request
Description: How to save a draft and resume it later.Prerequisites:You must have started a New Project Request (see B-02).Steps:At any point in the journey, select "Save and Exit" to save your draf...
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R-04 - Query KPIs and statuses reference
Type: Reference guide.Availability: Queries are available for projects at the "New Request" stage only (not Delivery) at New Project Request go-live.Query KPIs - Buyer: Overdue Awaiting Your Respon...
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B-04 - Uploading specification documents during a project request
Description: How to upload specification and supporting documents during the New Project Request.Prerequisites:You must have started a New Project Request (see B-02).Steps:During the New Project Re...
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B-05 - Submitting your project request
Description: How to review and submit a completed project request.Prerequisites:All mandatory questions must be completed and required documents uploaded.Steps: Review your answers. Confirm all req...
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B-06 - Understanding the internal approval process
Description: How internal approval works when your organisation requires it.There are two ways an NPR can be approved:Option 1 – Pre-ApprovalThe required approval is obtained before the NPR is subm...