Batch update heading requirements

Use the batch update to apply requirements to selected or ALL headings in the template document.

By default when updating the requirements it will apply to ALL headings, unless the user specifically selects certain headings.

If the user only wants to add an additional requirement then use the icon

next to the requirement name.

This will then add it to the requirements that are already applied.

If the user wants to completely replace ALL of the settings that are applied then use the buttons at the bottom of the requirements page.

This will then replace ALL of the requirements to selected or ALL of the headings.

Saving as default will apply the saved requirements to any new headings that are added to the document.

After adding the content vendor requirements need to be added to the document headings. These will then be carried through during tender creation.

The 4 main requirements are as follows:

Other settings are exclusive to templates only.

Note: You can preset the document defaults from the document type settings or when creating a document.

General settings

Select what happens when a heading has multiple sections, choose to use all , single or multiple sections in a tender.

Choose to have the section editable, non-editable, or mandatory on tender creation.

Select an interval for sections to be reviewed.

Also change the content and paragraph special users.

Vendor must enter a delivery or commissioning date

The vendor must enter a delivery date or commissioning but does not need to be within a specified frame.

If set the vendor must enter a text response for this heading.

If set the vendor must select compliance for this item. Defaults can be set to comply fully or cannot comply.

Template creators can also choose the allow data on fully compliant items

If set the vendor must enter a price and give an optional text response,

Template creators can also choose to allow the vendors to view the weighting.

Enter maximum technical and commercial scores and weighting.

Set the advance scoring sub-category

Replace, append or add new sections to the template document

Import from the master excel template to append to the document.

Note: This import doesn't replace the current headings just adds to it.