SPO landing page
Summarize
Summary of SPO landing page
The SPO landing page is designed for procurement team fulfillers, Procurement Specialists, and Procurement Case Management (PCM) Agents to efficiently manage their daily tasks. It provides a centralized workspace within the Source-to-Pay Workspace, allowing users to view, prioritize, and act on open procurement requests and tasks. This one-stop-shop experience enhances visibility into work items such as purchase requisitions, sourcing requests, negotiation events, and cases, helping users stay organized and responsive.
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Key Features
- Work to Review Widget: Displays up to five records requiring final action, with filtering options by priority and work type. Users can view more records via a carousel and select any record for detailed information.
- New This Week Widget: Shows new records assigned during the current week, with similar filtering and detailed view capabilities as the Work to Review widget.
- Tasks Widget: Lists open purchasing tasks assigned to the user, including task details and filtering by due dates for better planning.
- Summary Distribution Chart: A stacked bar chart visualizing open requests by priority and work type, enabling users to quickly assess workload distribution and drill down into specific time frames.
- Recently Updated Widget: Lists records recently updated by others, helping users track progress and collaboration status.
- Quick Actions: Provides rapid navigation to procurement dashboards, supplier directory, knowledge articles, Employee Center, and ShoppingHub, improving workflow efficiency.
Configuration
The landing page is configurable through UI Builder, allowing customization of content and audiences. It is recommended to duplicate the landing page before making modifications to preserve the default setup. This flexibility enables organizations to tailor the workspace to their specific procurement processes.
Practical Benefits for ServiceNow Customers
- Improves daily task management by consolidating procurement requests and tasks in a single interface.
- Enhances prioritization through filtering options and visual workload distribution.
- Facilitates collaboration by providing visibility into recently updated records.
- Accelerates navigation with quick actions to essential procurement resources.
- Supports customization to fit unique organizational needs and roles.
As a fulfiller within the procurement team, you can visually launch into your day with a one-stop-shop experience where you can view work that needs your attention, and use quick actions to navigate to internal and external websites.
As a Procurement Specialist or Procurement Case Management (PCM) Agent, you can use the Source-to-Pay Workspace landing page to view all your open requests, which include purchasing to-dos that need your attention, along with their overdue status. You can also view requests that need your review, and filter them by priority and work type, such as purchase requisitions, sourcing requests, negotiation events, and cases. You can also filter your tasks by due date for better planning. The distribution of your work by work type and priority is displayed in a stacked bar chart format. This quick glance of your work enables you to better plan and prioritize your work. You can also view the recently updated records, which enables you to keep up with the progress when collaborating with other stakeholders.
Reports
For a detailed analysis on each component, select the respective widget or chart.
| Title | Type | Description |
|---|---|---|
| Work to review | ||
| Needs final action | Widget | View the total number of records assigned to the logged-in user that needs a final action. Select a widget to view the complete list of records. Up to five records are displayed upfront in this section, with their record number, short description, priority, business owner, last updated date, and opened date. Use the carousel to view more records. Filter by priority and work type such as purchase requisitions, sourcing requests, negotiation events, and cases, for focused results. |
| New this week | Widget | View the total number of new records assigned to the logged-in user during the current week. Select a widget to view the complete list of records. Up to five records are displayed upfront in this section, with their record number, short description, priority, business owner, last updated date, and opened date. Use the carousel to view more records. Filter by priority and work type such as purchase requisitions, sourcing requests, negotiation events, and cases, for focused results. |
| Tasks | ||
| Tasks | Widget | View the total number of open purchasing tasks assigned to the logged-in user. Select a widget to view the details of that record. Select View all to view the complete list of tasks. You can also view up to four records in this section, with their task number, state, short description, and opened date. Filter by due dates for focused results. |
| Summary | ||
| Distribution of your work | Stacked bar chart | View the total number of requests assigned to the logged-in user that's not in a closed state, sorted by priority, and color coded by work type. Point to a bar area to view the number of work types that fall
within that priority time frame. Select a bar area to view the complete list of records within that time frame. Select View all to view the complete list of records. Note: The logged-in user
can view only the work that is specific to their role. |
| Recently updated | Widget | View the list of records assigned to the logged-in user that was last updated by someone. The list displays the record number, short description, updated by, and state. Select a number to view the details of that record. Select View all to view the complete list of records. |
| Quick actions | ||
| Procurement dashboard | Widget | Open a new tab with the procurement dashboards, where dashboards are filtered by the Sourcing and Procurement Operations group. |
| Supplier directory | Widget | Open the list of suppliers in the workspace. |
| Knowledge articles | Widget | Open a new tab with the Purchase and Expense category knowledge base page. |
| Open Employee Center | Widget | Open a new tab with the Purchase and Expense category in Employee Center. |
| Open ShoppingHub | Widget | Open a new tab with the ShoppingHub home page. |
Configure your workspace landing page
You can configure the landing page using UI Builder, define different audiences for the landing page, and even add, remove, or modify the different content, if you want. However, it’s recommended that you create a duplicate of the landing page before modifying it. For detailed information on how to configure using UI Builder, see Creating custom landing pages for workspaces.