iSpec version 8 Help system
Table of Contents
Overview
Home Page (before login)
Login screen
Home Page (after login)
My Workspace (vendors)
Vendor registration
General company details
Contact person information
Organisation nature & structure
Financial information
Certificates / Licensing
Category application
Health, safety & environment
Declaration
My Profile
The Tender list
Search tenders
Tender inclusion
Responding to the tender
Tender Overview screen
Working with the documents
Submitting your response
Working in the outline mode
Working in the Extended View mode
Submitting options/alternatives
Responding to a Sub tender
Submitting your bid
Clarifications and correspondence
Reverse auction (Vendor)
Evaluation reports
Additional currencies
Exporting documents
Exporting vendor responses
Importing vendor responses
Negotiating tenders
E-bidding Auction (Vendor)
Awarded tenders
Delivery/contract management
Tracking delivery
Delivery reports
Deliverables
Delivery progress
Contract amendments
Vendor tools panel
Reports
Comparing previous bids
Reminders
Attachments
Correspondence
Search Console
Vendor Templates
Template Approvals
Tender Management
The tendering process
My Workspace (internal)
Tenders Phases
Creating a tender
Initial Tender Creation Screen
Tender creation properties screen
Approvals Tab
Types and Options
Dates
Budgets and KPI's
Tender Overview Screen
To DO sections
Roles
Documents
Evaluations
Vendors
Approvals
Recovering a tender
Dashboard
Managing a tender
Adding tender documents
Document Tools
Setting document properties (Simple Evaluations)
Setting document properties ( Advanced Evaluations)
Editing heading settings
Delivery penalties
Exporting documents during tender preparation
Importing documents during tender preparation
Using sub tenders
Setting publication dates
Setting visibility dates
Assigning internal users to your tender
Assigning vendor users
Obtaining publication approval
Sending vendor invitations
Publishing the tender
Manual tender pickup
Opening the tender
Reverse auction (Customer)
Estimated Cost
Correspondence and clarifications
Copying messages
Closing the tender
Extending a tender
Opening the bids
Evaluating, negotiating and scoring vendor submissions
Shortlisting vendors
Standard evaluation scoring
Technical and commercial scoring
Weighted Scores
Scoring controls
Auto Scoring
Advanced evaluation scoring overview
Adding evaluation phases
Adding evaluation types
Creating a new evaluation phase
Linking headings to phases
Weighting editor
Advanced Evaluation Workflows
Advanced evaluation with approvals and predecessor
Advanced evaluation with only predecessors
Advanced evaluations with no approvals or predecessors
Score manager
Moderating evaluators scores
Weighting Score
Auto Scoring
Evaluation scoring reports
Evaluation reports
Bid evaluation report
Advanced evaluation scoring report
Technical response/data comparison report
The pricing reports
Detailed price comparison report
Price report controls
Excluding Items from Pricing report
Additional currencies
Vendor Cost calculator (Internal User)
Additional currencies
Compact price comparison report
Combined technical/data/pricing report
Delivery comparison report
Accepting/negotiating on submissions
Negotiate/accept controls
Negotiation details
Evaluating submissions offline
E-bidding Auction (Customer)
Setting the technical / financial negotiation end date
Selecting the winning bid
Selecting winning bids for sub tenders
Setting the negotiations end date
Awarded Tenders
Set the contract preparation end date
Setting the contract date
Repeat Orders
E-mail to unsuccessful bidders
Completed Projects
Archiving
Deleting/Canceling/Deferring
The delivery process (contract management)
Generating a project plan
Tracking delivery
Delivery reports
Deliverables
Delivery progress
Contract amendments
Text or terms amendments
Tracking new document amendments
Submission or pricing amendment
Reports
Inspection Management
Vendor registration and evaluation
Document checklist
Finance
HSE Assessment
Procurement
Final Score
Final Approval
Message History
Approval History
Vendor Approvals (My Workspace)
Inspection management
Punch lists
Inspection records
Inspection reports
Third Party Inspection
Library Management
Clause Library
Library Groups
Paragraph Types
Adding clauses
Properties
Contents
History (version control)
Importing clauses
Template Library
Creating templates
Adding template documents
Editing documents
Setting document properties (Simple Evaluations)
Setting document properties ( Advanced Evaluations)
Document Viewing Modes
General document procedures
Contents
Adding new content
Linking from the library
Importing clauses
Properties
Correspondence
Consumable spares
Importing spares
Exporting spares
Executive Summary
Vendor Templates
Managing documents
User type Permissions
User role permissions
Using vendor templates in tenders
Library Approvals
General Functions
My Workspace
Correspondence
Project reports
Evaluation panel
Executive Summary
Bid Evaluations
Non-compliance details
Detailed scores report
Vendor cost calculator
Pricing comparison report
Technical response/data comparison report
Combined technical/data/pricing report
Delivery comparison report
Tools panel
Timeline
Approval/submission status
Project Statistics
Reminders
Attachments
Correspondence
Vendor Activities
Project inspections
Repeat orders
Search Console
Deliverable/milestone panel
Approval system
Reminders
User logs
Vendor activities
Flags
Vendor flags
Project flags
Administrator Help
Setting up iSpec
Editing content pages
System settings
Company settings
Mail and server settings
Application settings
Settings
System Administration
User Management
Internal User Properties
Adding Internal Users
Moving & Deleting Internal Users
Default Roles
Active Projects
Batch delete user roles
Batch replace user roles
Historical Roles
Viewing internal user logs
External User Properties
Adding External User
Deleting External Users
Default Roles
Trade
Active Projects
Batch delete user roles
Historical Roles
Viewing external user logs
Currencies
Categories
Vendor activities
Flags
Item types
UOM
RFx
System Settings
Languages
User types
Setting up user types
User type permissions
User roles
Managing roles
Document access rights
Tender management rights
Commercial responses
Role/Document permissions report
Role/Tender permissions report
Revisions
Punchlists
Panels
Trades
Document types
Mail Templates
Evaluation phases
Evaluation types
Approvals
Vendor registration
Registration categories
Company types
Company status
Licensing and certificates settings
Registration settings
Assessment criteria settings
Manage custom reports
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User Manual
2018
Copyright Remy InfoSource 2005-2018
iSpec version 8 Help system