Collections
A collection is a group of suppliers that have been put together based on a common feature, such as product type, department or geography. Collections can be created by users or by Prewave during the set up phase.
Company Collections
Collections which are visible to all users of the organisation environment. Company collections are either added during the set up phase or at a later stage by users.
Company Collections can be followed and in this way added to "My Collections" as needed. If a collection is deleted from "My collections" and it was set up as Company collection it will be accessible under "Company Collections"
User-Created Collections
In addition to company collections, users also have the ability to create their own collections. This allows users to customize their collections based on their unique preferences and requirements.
My Collections
All collections which are followed by the user are shown in this area.
Collections can be followed by:
1) Selecting a collection in the Company Collections area.
2) Pressing "Add to my collections" button
Collections need to be in "My Collections" to appear in the Feed or be accessible for Analyses.
Creating a Collection
To create a collection, simply click on the Plus Sign next to "My collections" button and follow the prompts. You will be asked to provide a name for your collection, define the type and adjust the Delivery Settings. Once your collection is created, it will be added to your list of collections for easy access.
Managing Collections
Users can easily manage their collections by editing or deleting them as needed.
As a creator of a collection, you can:
1) adjust the name
2) manage access
3) add/ remove targets
Managing Access
Managing Access
It is advisable to setup Collection Managers and Editors.
Collections not set up with collection managers or editors cannot be edited, thus it is important to assign access within your team.
"Managers” can edit and assign other users access to the collection.
“Editors” can only edit collections, e.g. add/ remove suppliers
To change access roles navigate to the Access Management on the right side of the network tab. Select the user you want to grant access. Press “Add” to save the settings.
Instead of just assigning one single user access you can also create a team and grant a group of colleagues access.
To initially create a team navigate to the administration tab via your profile in the top right corner. On this page you press the teams tab where you can manage and create teams. Choose freely a team name and select your organization to search for the specific users from your site group in the last step.
When navigating back to the network tab you should now have the option to select the team you just created and speed up the access management.
Once the team is created you can go back to your collection delivery settings and make it visible for this group of people. Please keep in mind that any change you make to this collection will be visible to the users of the team, even after they added this collection to My collections .
Adding / removing targets
Adding / removing targets
Navigate to the target profile page and click the arrow down next to Follow/Following. This will open a list of collections the user has saved under my collections.
Please note: Only collections one has the access rights to will be manageable. Other collections without rights will be greyed.
By clicking on the box next to a collection name this supplier will be added to the collection. Intuitively, by clicking again on the box you can remove the supplier from a collection.
Another practical feature to add certain targets to a collection is the filter function on the left hand side of the network tab. There you can sort your suppliers based on specific criteria, e.g. Country, Industry, Target type etc…
Delivery Settings
A user can change delivery settings for My collections at any time. This will only reflect on this user’s environment.
Feed
means either the alerts for the suppliers in this collection will be visible in the feed at all, and if yes which severity level.
Email Daily/Realtime/Weekly
helps a user to set up the frequency of the email digest.
This way a user can manage their environment and make the best use of the data by filtering out all the noise.
For each notification the user can define which priority level of alerts should be displayed.
Please don’t forget to press Save every time when you finish editing your collection.
Delivery Settings - Best Practices
Delivery Settings - Best Practices
How can you make the best use of the data in your Prewave environment? By seeing the right things at the right time.
First make sure you follow the right suppliers. If needed, create your own collections with the suppliers added to your company environment.
Then choose the visibility in the feed. Some collections can be completely excluded from your feed but you can still have them for Risk analysis or other purposes.
You can also choose the type of alerts shown in the feed for the suppliers in this collection. This helps to clean your environment from alerts that are not of high impact on the organisation.
Same approach works for the Email delivery settings. Only set up real time emails for a very critical group of suppliers and only for Alerts type High and above. If set for Any, you will receive an email every time an alert for these suppliers appears in the feed.
It is recommended to set daily email for Alerts Mid to High depending on the suppliers you monitor in this collection. And weekly email can be set for the Alert type any. So once a week you receive a comprehensive overview of the situation in your collection.
There is also a possibility to switch off all email settings per collection. Meaning there will be no alerts regarding this group of suppliers in your digest.
Please be aware that if you set up daily digest for one collection and weekly digest for another, depending on the alerts for these suppliers you might be getting daily and weekly emails with the different content.
Delivery settings are inherited from the parent collection in the collection hierarchy. In order to change that, start by removing all the settings for the parent collection and then you can set up delivery settings per each child collection differently. You can also remove some of the child collections from the monitoring following the advice above.
