Setting heading and section requirements

 
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:
 
  • Dates - Vendors are required to enter a delivery and commissioning dates.
  • Data response - Vendor are required to enter a text response.
  • Compliance - Vendors must select compliance.
  • Vendor must supply pricing - Vendor must supply a price.
 
 
Note: You can preset the document defaults from the document type settings or when creating a document.
 
 
 
 

Paragraph selector

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

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.

Vendor must enter a text response

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

Vendor must select compliance

 
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

Vendor must supply price and optional text

 
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.

Simple evaluation scoring

Enter maximum technical and commercial scores and weighting.

Advanced evaluation scoring

Set the advance scoring sub-category
 
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