Custom Sourcing Notifications

Custom Sourcing Notifications allow users to create personalised alerts for sourcing activities in oboloo

Custom notifications ensure stakeholders are reminded of critical deadlines, supplier response updates, or other important actions that may not be covered by automated notifications.

Unlike system-generated notifications, custom notifications are flexible and tailored to match your organisation’s specific sourcing requirements.

All designated Sourcing Owners of a record in oboloo will receive the notifications.

When to Use This Feature

• Setting specific reminders for sourcing deadlines, evaluation periods, or award dates.

• Ensuring Sourcing Owners and stakeholders receive timely alerts for sourcing-related tasks.

• Tracking a task or event that is not covered by an automated notification.

• Providing visibility to multiple users on supplier engagement or response status.

• Coordinating custom workflows for sourcing activities to ensure follow-ups are scheduled.

Key Features of Custom Notifications

✅ Tailored Alerts – Create notifications specific to your organisation’s sourcing activity needs.
✅ Notification Delivery – Sent via email and displayed in the system in the same locations as automated notifications.
✅ Shared Access – Both the Sourcing Owners and the notification creator will receive custom notifications created under a sourcing activity record.

(Video walk though of how to create a new custom notification within the supplier management module - this is the same process as creating a custom sourcing notification against an eSourcing activity)

Step-by-Step Guide

1. Navigate to the Relevant Sourcing Activity

• Go to the eSourcing module.

• Locate and open the sourcing activity record for which you need to create a custom notification.

2. Access the Custom Notifications Tab

• Click on the Custom Notifications tab within the selected sourcing activity record.

3. Create a Custom Notification

• Click the Create Custom Notification button.

• Enter the following details:

  • Message – Provide a detailed description of the alert or action required.

  • Notification Date – Select the date when the notification should be sent.

4. Save the Notification

• Review the details entered.

• Click Save to activate the notification.

Receiving Custom Notifications

In-System Notifications

• Custom notifications appear in the same Notification section as automated alerts.

• The notification creator and all Sourcing Owners will receive the alert on the specified date.

Email Notifications

• Custom notifications are also sent via email for added visibility.

• Both the creator and Sourcing Owners will receive an email reminder on the scheduled date.

Managing Existing Notifications

View Notifications

• Navigate to the Custom Notifications tab within the selected sourcing activity.

• A list of active and past custom notifications will be displayed.

Edit or Delete Notifications

• Locate the notification in the Custom Notifications tab.

• Click the Actions Menu and select:

  • Edit – Modify the notification message or change the scheduled date.

  • Delete – Remove the notification entirely from the sourcing record.

Key Considerations & Best Practices

✅ Use Clear & Actionable Messages – Ensure the notification clearly explains what needs to be done.
✅ Set Realistic Notification Dates – Choose a date that allows enough time for users to act on the alert.
✅ Leverage Shared Access – Assign Sourcing Owners to ensure notifications reach the right stakeholders.
✅ Regularly Review Custom Notifications – Check the tab to manage or update scheduled alerts.
✅ Combine with Automated Notifications – Use both for a comprehensive tracking system.