The Savings Dashboard is how the platform reports on the estimated and realized disputes and recommendations. Each savings item captures key details about the type of savings, along with commentary regarding progress made, and the estimated vs. actual savings. In this module you can:
Navigating the dashboard
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What do the saving item statuses mean?
Status | What it means… |
|---|---|
Identified | A dispute or savings recommendation has been identified and assigned to a user for action. |
Submitted | The savings item has been submitted to the vendor. |
Realized | The savings item is complete and savings are confirmed. All savings amounts have been verified and entered in the platform as “realized”. |
Declined | The client or vendor has declined the savings item. No further action is taken. |
Client Approved | The client has approved the savings item for Asignet to file with the vendor. |
How are savings classified in the platform?
Savings Issue Type | Issue Sub-Type |
|---|---|
Dispute: money that should have not been charged to your account | Contractual: the savings are rooted in the vendor contract; the vendor must honor the contract rates |
Inquiry: research efforts to determine if charges can be avoided or money recovered | Inventory: the savings is based in an inventory audit, like disconnected inventory still billing or active inventory tied to a closed location. |
Recommendation: an optimization effort to save money via one-time recovery or ongoing avoidance | Usage: the savings is based on usage optimizations or recovery of invalid fees |
Tariff Dispute: the savings is based on a tariff dispute with the vendor | |
Billing Items / Features: the savings is based on a recommendation to change billing features. | |
Other |
Creating a new savings item
Click New to open a new window to add a dispute.
Fill out the savings item form
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Click Save to apply changes.
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Edit details for an existing savings item
Locate the savings item that needs to be updated.
Click on the pencil icon under the Edit column.
Edit the information in the appropriate fields.
Click Save to apply changes.
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Update the status of an existing savings item
Updating the status of the savings provides you the additional fields to update:
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Locate the savings item that needs to be updated.
Click on the pencil icon under the Status Update column.
Update the appropriate fields.
Click Save to apply changes.
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Delete an existing savings item
| Note |
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If the savings item was a valid find, but was declined - update the status to Declined. Capture the savings activity performed without deleting all your hard work. Our reports will allow you to exclude Declined savings. |
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Locate the savings item that should be deleted.
Click the red X under the Delete column.
Confirm the action and click Delete.
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View the history of a comments made
Scroll to the far right of the page and click on the spyglass under the Last Comment - History column. This will open a log of all commentary made for the savings items and who made the comment.
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