Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

iTWOcx Tenders provides a number of tools to let Tender Admins and users perform bulk actions on their packages. You can create packages in bulk, edit their details in bulk , issue addenda for more than 1 package and send reminders to bidders on multiple packages in one go.

Table of Contents
maxLevel2


...

Bulk Create Package

1. To create more than 1 package at a time click on the Bulk Tools widget on the main Tenders dashboard



...

This will allow you to edit these packages , add the necessary bidders and documents and issue them out to Tender. 


...

Bulk Edit Package Details

1. To Edit more than 1 package at a time click on the Bulk Tools action widget on the main Tenders dashboard

...

Info

Please note that the list of packages shown here will be packages that are in either Draft or Issued Status

Withdrawn or Awarded packages will not be available for selection here.

...

Edit package Close Date

1. Tick the checkbox to edit Package Close Date

...

7. If you are happy to proceed with updating the package, Click Update Packages.


...

Edit package Contact Person

1. Tick the checkbox to edit the Package contact

...

5. If you are happy to proceed with updating the package, Click Update Packages.


...

Edit setting to Enforce Close Date

1. Tick the checkbox to Change Enforce Close Date Setting

...

5. If you are happy to proceed with updating the package, Click Update Packages.

...

Notify Bidders

When you make a change to the details of the packages you have selected you have the option to Notify bidders of the change with a custom message

...

Info

If you make a change to the Close Date of a package(s), then the system will automatically notify the bidders of the change.

This will be represented when the tick box to Notify Bidders will be ticked by default and cannot be unticked.

You can still add a custom message in this scenario.


...

Bulk Issue Addenda

With this tool you will be able to send out addenda for multiple packages. 

To begin

1. Click on the Bulk Tools action widget on the main Tenders dashboard

...

7. This will load the Update Revisions Tab

...

Update Revisions

1. On the update revisions tab you will be shown a list all the documents on the packages you selected which have a new revision (which has not already been issued on an addenda.)

2. Each row will also indicate the number of package this document is on from the total number of documents you have selected


Editing what packages to issue a document as part of an Addenda

1. To edit the list of packages that the latest revision will be issued on - click on Edit


...

4. This will launch the Add Documents tab

Add Documents

Similar to issuing an Addenda for a single package, when issuing bulk Addenda you can also add new documents from the Register or upload new documents on the fly that can be sent out as part of your Addenda

...

5. The Utility will now show you a final Summary of the Addenda for you to confirm.

Addenda Summary

This tab will show you All the new revisions and new documents you have included for all the packages you wish to issue Addenda for.

Each row will show the

Document  Document number, 

the  The latest revision, 

whether  Whether it was a New revision being issued or a newly added document 

as  As well as how many packages 

...

3. This will issue the addenda for all the packages selected and notify the relevant bidders. 

...

Bulk Send Reminders

This utility allows you to send Reminders to bidders on your packages in bulk. 

To Begin - Select Packages

1. Click on the Bulk Tools action widget on the main Tenders dashboard

...

8. This will launch the next step where you can select which bidders you would like to send reminders for

Select Bidders

1. On the Select Bidders tab select which bidders you would like to send reminders to for each page.

...