How to Create a New Statement of Work (SOW) using Guide Me

This document provides the Program Office and client users with the steps necessary to create a new statement of work (SOW) using the Guide Me feature. This guide was created using Beeline Classic, non-client-specific configuration. Your specific setup is based on your company's configuration/visibility and may vary slightly from what is explained here.

 To create a new SOW using Guide Me:

1. Navigate to your Beeline Enterprise Home screen.
2. Click the Guide Me link to begin the selection process, the Guide Me Welcome screen appears.
3. Answer each of the questions presented. Your responses will determine which procurement option is the best match for your needs.

4. Click Launch Now. The Welcome Screen appears.
5. Click the Start SOW button. The SOW General Info screen appears.
6. Enter the information requested or use the selection options provided to fill in the fields. Required fields are indicated by an asterisk (*).
7. Click Next. The General Info: Vendor Information screen appears.
8. Enter the requested information to create a new vendor record or use the selection options provided to fill in the Existing Vendor section. Required fields are indicated by an asterisk (*).
9. Click Next. The Contributors screen appears. You can review users that will have access to this SOW.
10. If you need to add Contributors, click the search icon to locate and select their name. Use the drop-down menu options to indicate their access level. And, finally, click Add Contributor to add them to the SOW list. Note that the SOW Creator name(s) are displayed but cannot be edited. Edit other Contributor records as needed.
11. Click Next. The SOW Submit for Approval action screen appears.
12. Click the Approve button. A dialog box appears.
13. Click Approve in the dialog box to confirm your action. The SOW Profile screen displays. Take note of both the SOW – Number and the SOW – Name information. You can enter this information when using Simple Search, “Search SOWs” to return to the SOW Profile record at any time in the future.