Summary of the Partner Onboarding Process

Following is a high-level overview of the partner onboarding process:

1. The administrator uploads a spreadsheet into My webMethods that contains basic information about one or more partners. For more information on different ways to upload partner information, see Uploading Partner Information.

2. In My webMethods, Trading Networks sets the status of the partner to New (Pending Partners page) and the status of the TPA to Proposed (Trading Partner Agreements page). For more information on partner status, see Viewing and Changing the Status of a Partner.

3. If additional details are needed from the partner (for example, if the spreadsheet contained only the partner name and email address), the administrator does the following:

a. Creates a questionnaire template that identifies the additional information needed. For more information on the questionnaire templates, see Managing Partner Onboarding Templates.

b. Configures settings for an invitation to be emailed to the partner. For more information on configuring emails, see Configuring Invitation Emails.

c. Sends the invitation email to the partner requesting him or her to log in to My webMethods to complete the questionnaire. For more information on sending invitation emails, see Sending Invitation Emails.

d. Grants the partner access to the questionnaire page in My webMethods. For more information, see Granting Partners Access to the Questionnaire Page.

4. Trading Networks sets the partner’s status to Invited.

5. The partner completes the questionnaire. Trading Networks sets the partner’s status to Responded.

Note: If the partner does not complete the questionnaire within a configured time limit, Trading Networks sets the partner’s status to Expired. The administrator can restart the onboarding process for that partner by re-inviting the partner.

6. The administrator checks the details that the partner has submitted. If they are complete and in order, the administrator approves the partner. If the details are not in order, the administrator resends the questionnaire for the partner to enter again.

7. If the partner enters the questionnaire correctly this time, the administrator approves the partner. If not, the administrator rejects the partner and Trading Networks sets the partner’s status to Rejected. For more information, see Approving or Rejecting a Partner.

8. If the partner is approved, Trading Networks adds the information from the questionnaire to the partner’s profile and TPA. The status of the partner is changed from Pending to Approved and the status of the TPA from Proposed to Agreed.