Shell Supplier Job Aids
Supplier Product and Technology Training
General Training & Users
This document lists the IQN VMS roles divided into sections by user type (Supplier, Managing Firm, and Buyer Organization).
This job aid describes tasks assigned to the Supplier Firm Admin role that are used to manage supplier-user profiles and system notifications.
This job aid includes step-by-step instructions on how a user can update their User Profile and set their User Preferences.
This job aid provides instructions for first-time IQN VMS users.
This job aid provides instructions for a user to follow after a system reset.
This job aid explains how a user (either agency staff or contract worker) can reset their password by using the links on the IQN login screen.
This job aid provides a brief overview of the self-service ticket portal for IQN VMS users. It includes step-by-step instructions on how to create, update, and view tickets.
This job aid describes how to create a resource profile record, including a full profile, a quick profile, and a cloned profile.
This job aid explains how to manage supplier firm Resource Pool records.
This document provides a list of the different statuses (requisition, assignment, etc.) found throughout IQN VMS.
Contractor Training
This job aid explains how to submit and manage contractor timecards and expense reports in IQN VMS.
This job aid explains how to submit and manage contractor timecards in IQN VMS.
This job aid explains how to submit and manage contractor expense reports in IQN VMS.
Assignments
This job aid details the steps necessary to approve Targeted Orders. Targeted Orders are used for “Services Outside Iraq”, “Home Based Work” and “Expenses Only” assignments.
This job aid describes the steps necessary for the supplier to accept or reject an offer.
This job aid explains how to create and submit an assignment payment request for costs associated to a contractor’s assignment that are not covered by time or expense.
This job aid provides suppliers with the steps necessary to decline a job opportunity.
This job aid highlights the key steps required to submit and manage expense reports on behalf of a contractor.
This job aid highlights how to manage Work Orders (contractual terms) and Assignments (non-contractual information).
This job aid details how to search for resources or job opportunities (i.e., requisitions) within IQN VMS.
This job aid describes the steps necessary to submit a resource as a candidate to a job opportunity.
This job aid explains how to manage candidate interview requests from a hiring manager or sourcing consultant.
This job aid describes how to identify a Technical Manpower job opportunity. It also details the information the supplier needs to provide in order to submit a candidate to an open Technical Manpower job requisition.
This job aid details how to submit and manage timecards on behalf of a contractor.
Invoices
This job aid describes how to access the supplier versions of IQNavigator invoice files, including how to export or edit an invoice record.
Reports
This job aid explains how to create a custom report in IQN VMS. Content includes both system reports and custom reports.
This job aid explains how to run the IQN invoice reconciliation reports. This includes the two basic reconciliation reports, BY DATE (Shell Supplier Invoice Reconciliation New Format (Supplier) by DATE) and BY INVOICE NUMBER (Shell Supplier Invoice Reconciliation New Format (Supplier) by Invoice Number.)
Project Agreements
This job aid describes the steps necessary for a supplier to accept or reject a SOW (Statement of Work) or Project Agreement.
NOTE: User role requirements for project tasks are different than those used in CWM.
This job aid describes the steps necessary for a supplier to accept or reject a submitted change request to a project agreement.
NOTE: User role requirements for project tasks are different than those used in CWM.
This job aid describes how to cancel a project payment request. The cancelation is the same regardless of the project payment request type (e.g., milestone, rate table, or resource rate table) but only payment requests with a status of ‘Needs Approval’ can be canceled.
NOTE: User role requirements for project tasks are different than those used in CWM.
This job aid describes how to create a resource rate table payment request from consultant time cards (consultant time writing). This type of payment request is used to bill Shell for the hours or days that resources have worked on a particular project.
NOTE: User role requirements for project tasks are different than those used in CWM.
This job aid describes how to create a negative project payment request. Negative project payment requests are used to issue credits to Shell (e.g., correct expense or time overcharges).
NOTE: User role requirements for project tasks are different than those used in CWM.
This job aid describes the steps necessary for a supplier firm to create and submit project payment requests. There are three basic types of project payment requests for Shell; Milestones, Rate Table Payment Requests (expenses), and Resource Rate Table Payment Requests (without or with timecards).
NOTE: User role requirements for project tasks are different than those used in CWM.
This job aid explains how to analyze a Shell Project Agreement budget in IQN VMS, based on either the Milestone Budget, Resource Budget, or Expense Budget. Each of these project budgets is managed separately.
NOTE: User role requirements for project tasks are different than those used in CWM.
This job aid describes how to reverse a project payment request. The reverse process is the same regardless of the project payment request type (e.g., milestone, rate table, or resource rate table).
NOTE: User role requirements for project tasks are different than those used in CWM.
This job aid describes the steps necessary to assign the Billing Submitter on a Project Agreement. The Billing Submitter is the only supplier user role with visibility to view and submit project-based payment requests (e.g., milestone) for approval by the buyer organization.
NOTE: User role requirements for project tasks are different than those used in CWM.
This job aid describes the steps necessary for a supplier to submit a resource to a project agreement. Suppliers are required to submit a resource if the project includes Time & Material tracking.
NOTE: User role requirements for project tasks are different than those used in CWM.