- Welcome to Intake
- Intake Overview
- Intake User Roles
- Getting Started
- Request Notes
- Creating Project Drafts from Requests
- Further Reading
Welcome to Intake!
Bonfire is excited to release Intake, a powerful set of features that will help enable Procurement Professionals meet the needs of their stakeholders faster - and with less paperwork - than ever!
Now, stakeholders and Requesters can simply fill out an easy form in order to start the Purchasing process, instead of relying on one-off emails, post-it notes or other easy-to-lose methods of communication. A simple portal for Requesters allows them to keep track of the progress of their request without have to reach out to the Procurement team, while Procurement teams can organize, assign and create Project Drafts right from Intake.
The Requests Dashboard shows immediately when loading the Intake tab, and shows at a glance some Key Performance Indicators based on your currently active Requests.
The Request Inbox displays a table of all active Requests that have been submitted to the Intake module. You can also quickly search through active Requests by using the Search bar.
Archived Requests are easily visible by clicking Archived Requests on the left navigation bar. You can search, filter and download your Archived Requests just like you can with your regular Request Inbox.
Manage allows you to change Intake Request settings. Right now, you can choose to require direct invitations for new requestors, or allow users with specified domains to self-register. Contact your Bonfire Implementation Specialist or Client Success Manager to learn more or get started!
Benchmarking is also available via the Benchmarking Button located at the bottom right of this page.
New User Roles
There are three new roles available:
- Intake Requests - Organization Manager: A user with this role has full access to Intake, including edit functionality
- Intake Requests - Organization Observer: A user with this role has full read access to Intake, with no edit functionality
- Intake Requests - Requester: A user with this role has the ability to create new requests and view only their requests, with no edit functionality
Before Buyers or Requesters are able to access Intake, they must be assigned at least one of the above roles. For more information on user roles and how to edit them, please see this article: User Roles in Bonfire
Any existing Organization Members will have the ability to create new requests and view only their requests (the same permissions as the Intake Requests - Requester role)
Organization Administrators will automatically be granted full access to Intake, including edit functionality
Organization Observers will automatically be granted full read access to Intake, with no edit functionality.
When logging into your Bonfire portal, you'll see a number of tabs along the top navigation bar. For intake, you'll either see Intake or Requests, depending on your role. If you do not see the Intake or Requests tabs, please contact your Organizational Administrator in order to grant you the required roles.
Click on Intake to load the Request Inbox. You'll immediately see any requests that have been submitted.
Scroll right to view additional columns.
On the Request Details page, you can Edit Details on the existing Request, as well as take some actions to correctly process the request. You can assign the Request to a specific individual, mark the Status of the Request, as well as Archive the request, Create a Project Draft based on the request or Delete the Request.
You can also preview any Request Attachments that have been included with the project by clicking on the filename, as indicated above. This will open the file in the Document Previewer, or if not previewable, allow you to download a copy of the file.
Requests can be marked with the following statuses:
- New Request (Initial State)
- In Progress
- Draft Ready
Return to the Requests Dashboard by clicking < Back to Intake on the left navigation pane.
You can also add Notes to the request, which can then be shared with other internal users. Click on Request Notes at the left to view any existing Request Notes. To edit or add Notes, click on Edit Notes towards the top right.
You can select a Project Type for the request from the dropdown menu, as well as freeform text notes. Save your Notes by clicking Save Changes at the bottom right.
Creating Project Drafts from Requests
You can quickly view Project Ready intake requests by navigating to your Projects Dashboard page and clicking on the Requests Ready to Draft accordion. You can view and edit Intake Requests right from the Requests Ready to Draft accordion, as well as edit the Intake Request by clicking the arrow at the end of the row.
Once you've clicked on the arrow at the end of the Intake Request row, you'll see the Edit Request screen. Click Action, then Create Project Draft.
You can then enter the basic information for your Project Draft, and include all the information already entered for you. You can also edit, rename and reassign the Intake Request at this point. All information is also editable once the Project Draft has been created.
You can learn more about Project Drafts here: Project Drafts
Frequently Asked Questions:
Can the intake fields or request statuses be customized?
Yes! You can request Custom Intake Fields to be added to your Intake module. Read more here: Custom Intake Fields, or reach out to your Client Success Manager for more information.
Can the status colours be changed?
The status colours defined by Bonfire are to ensure accessibility standards are met and the variety in colours is to provide users with a clear indication of each status change.
What is the default status when a request is submitted?
All newly submitted requests will have the status “New Request” by default.
Are the statuses automatically updated?
Statuses are not updated automatically and must be updated by a user with edit permissions for that request. If you are unable to make edits please ensure that you are granted the Intake Requests - Organization Manager role.
Can a Requester update their own request once submitted?
Once a Requester or Organization member submits a request they cannot make any edits. However, they will only have view-only access and can follow the progress of their request.
Can internal messages be sent within the Intake module?
There is no messaging functionality within the Intake module at this time. If this feature would be beneficial to you, please don't hesitate to let us know at email@example.com!