Intake - FAQ

What can users access?

Fairmarkit requesters have individual-level access to Sourcing. They can access the Intake form to request goods and services and review their requests from the Requests list. To invite a new business user, see Invite a user.

All other Fairmarkit users (Observers, Buyers, Team Leads, Supervisors, Admins, and Collaborators) have company-level access. This means they can access the Intake form to request goods and services and review all company requests on the Requests list.

What types of files can I attach?

Currently, you can attach PDF and DOCX type files to your request.

What are the request statuses?

Sourcing intake requests will fall into one of the following statuses:

• Draft: Requests awaiting approval before being submitted for review. A request moves to this status if your company has set up request approvals and the request meets an automation rule. See Request approvals.

• In review: Requests submitted for review, typically before being converted into an event.

• In progress: Requests that have been converted into a request for quote (RFQ) or request for proposal (RFP) events and are currently in the sourcing phase.

• Completed: Requests that have been converted into events and have been awarded.

• Canceled: Requests that were rejected or deemed unnecessary.