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The iTWOcx Product Team are delighted to announce our first major release of 2019. This release includes significant improvements to our Tenders module, in addition to several key additions to our core platform.

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Below are some of the most notable features available in this release.


Table of Contents


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Tenders

The Tenders Module has been upgraded in many areas to support the growing needs of our clients. Key improvements include:

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The Ability to Shortlist and Request for a Best and Final Offer


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Integrated Approval Processes for Package creation


iTWOcx users will be able to customise their procurement strategy to include an Approval Process prior to package creation, in a new feature built directly into the Tenders module. Users can now leverage highly collaborative form workflows and link directly with financials and the Tenders database to support Level of Authority (LOA) requirements.


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Define Returnable Schedules

This release allows users to request that bidders complete a Defined Returnable Schedule (Price Submissions, Schedule of Rates and Scope of Works). These sections can be filled out during package creation, and iTWOcx project managers can now make completed schedules a prerequisite for bidders looking to submit.

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Bid Evaluation Reports

Our latest release gives users the power to compare bids against internally defined schedules, as well as process post-contract changes directly during the bid evaluation process.

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Shortlisting Bidders

iTWOcx now supports the shortlisting of bidders, and grants users the ability to ask for a Best and Final offer. Once you are happy with the offer made, simply issue the contract directly to your chosen bidder when awarding the package.


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Publication Space

Improved Option for Workflow Administration

Workflow administrators are now able to delegate tasks, as well as skip workflow steps as they see fit

Print Revisions

Our improved print tool makes it easy to download design issues and layers as a PDF file when required.


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Core Product

Search on Lists

With this release, iTWOcx users are able to search on the list control. You can add columns from the list to your search results, apply inline edits or even create saved searches for future use.

Coordinate User Fields

This feature allows for the capture of GPS coordinates during form creation within the iTWOcx mobile app.


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Release Notes


See below for a list of all features released

Module

Feature 

Tenders

Implemented ability to restrict package creation through the Create Package button





Implemented ability to set up a Public Expression of Interest Linkhttps://confluence.itwocx.com/display/cxKB/Expression+of+Interest




Implemented ability to Recommend a Tender Bidhttps://confluence.itwocx.com/display/cxKB/Tender+Recommendation




Implemented ability to configure Tenders with new Package, Bid Submission, Bid Awarding, Post Contract related optionshttps://confluence.itwocx.com/pages/viewpage.action?pageId=2032818




Implemented ability to Configure an Integrated Approval Process prior to Issuing a Packagehttps://confluence.itwocx.com/pages/viewpage.action?pageId=6291945




Implemented ability to Issue Custom Formal Tender Invitehttps://confluence.itwocx.com/pages/viewpage.action?pageId=6291963




Implemented ability to Define a Returnable Schedule (Price Submissions, Schedule of Rates, Scope of Works) when Issuing a Packagehttps://confluence.itwocx.com/display/cxKB/Issue+ a + Package+With+Price+Submissions%2C+Schedule+of+Rate+and+Scope+Works




Implemented ability to force bidders to fill out Custom forms (Such as a Tender Assessment Form) as part of the Bid submissions processhttps://confluence.itwocx.com/display/cxKB/Bid+Submissions




Implemented a Bid Evaluation Report to compare Bids https://confluence.itwocx.com/display/cxKB/Bid+Evaluation+and+Assessment




Implemented ability to Issue a Contract at the time of Awarding the Packagehttps://confluence.itwocx.com/display/cxKB/Award+and+Issue+Contract+to+Bidders




Implemented ability to request a Best and Final Offer from a Bidderhttps://confluence.itwocx.com/display/cxKB/Shortlist+Bidders




Implemented ability to shortlist Biddershttps://confluence.itwocx.com/display/cxKB/Shortlist+Bidders




Implemented ability to set an Interview Process during Tender Bid Evaluationhttps://confluence.itwocx.com/display/cxKB/Tender+Interviews






Mobile

Implemented ability to Capture GPS information on Mobile https://confluence.itwocx.com/display/cxKB/Map+View+%28GPS%29+on+Mobile




Implemented ability to view and interact with the List Control on the Mobile Apphttps://confluence.itwocx.com/display/cxKB/List+View+%28Table+View%29+on+Mobile






Publication Space

Added new column that displays different file formats for the same Document Numberhttps://confluence.itwocx.com/display/cxKB/Display+additional+file+formats+for+the+same+Document




Implemented dynamic Excel templates that downloads field values to help fill out the template easierhttps://confluence.itwocx.com/display/cxKB/Bulk+Import+%28excel%29+Documents+to+Publication+Space




Added additional options for revision sequences that iTWOcx supportshttps://confluence.itwocx.com/display/cxKB/Revision+Sequence+Validation




Added ability for Workflow Admins to delegate sequential and parallel step workflowshttps://confluence.itwocx.com/display/cxKB/Reviewing+Documents+in+a+Workflow




Added ability for Workflow Admins to skip a step in a workflow.https://confluence.itwocx.com/display/cxKB/Skip+A+Workflow+Step




Added ability to insert Quick Text when distributing Documentshttps://confluence.itwocx.com/display/cxKB/Insert+Quick+Text+when+Distributing+Documents




Added ability to Create a Design Issue without a layerhttps://confluence.itwocx.com/display/cxKB/Create+a+Design+Issue+for+the+whole+document




Added Blank option to support searching for results where fields are not populated with a valuehttps://confluence.itwocx.com/display/cxKB/Blank+Filters




Implemented the display of Workflow template name to help identify what workflow template is being used

Added extensive history records for Workflow Activity

Improved folder loading performance

Implemented a new Print tool to easily download Design Issues and Pages of a Document for Print and reporting purposes.https://confluence.itwocx.com/display/cxKB/Print+Design+Issues+and+Layers




Implemented ability to load the layer directly from the Design Issuehttps://confluence.itwocx.com/display/cxKB/Layers




Add button to Workflow Summary to display Closed Design Issueshttps://confluence.itwocx.com/display/cxKB/Design+Issue+Report+on+Workflow+Summary




Added a Select all button when consolidating Markupshttps://confluence.itwocx.com/display/cxKB/Layers




Added reviewer name and review date columns to the Workflow while in Progress

Added the option for Workflow Admins to view Delegated reviews

Added Cloud as a mark up type https://confluence.itwocx.com/display/cxKB/Mark+up+options+in+Workflows




Implemented ability to create a Draft Transmittalhttps://confluence.itwocx.com/pages/viewpage.action?pageId=6291872




Implemented ability to add a User Field value on the fly (For Admins) from the Upload Pagehttps://confluence.itwocx.com/display/cxKB/Adding+an+User+field+option+on+the+fly




Added ability to open a sub folder from search results by clicking on the folder pathhttps://confluence.itwocx.com/display/cxKB/Search+Documents




Added option to export results from the Basket to Excelhttps://confluence.itwocx.com/display/cxKB/Bulk+Update+with+the+Document+Basket




Added Ability to click on the Page Number on a Design Issue to load that specific Issue on the Document Previewhttps://confluence.itwocx.com/display/cxKB/Load+Design+Issues+from+the+Issues+tab

Added new notification options configuration for parallel steps in a Workflowhttps://confluence.itwocx.com/display/cxKB/Workflow+Notifications+Configuration

Added extra columns to the Design Issue Report to provide more details

Added a button to allow adding all search results to the basket in one clickhttps://confluence.itwocx.com/display/cxKB/Add+Search+results+to+the+Basket

Added ability to group Design Issue statuses for a Design Issue group for filtering purposeshttps://confluence.itwocx.com/display/cxKB/Configure+Design+Issue+Filters



CX Core

Added a new user field type - Budget Link - that allows you to add it to a form to link with a budget and budget line itemhttps://confluence.itwocx.com/display/cxKB/Custom+User+Fields

Implemented a Status Log report that reports on the duration between statuses and when statuses changed for a specific formhttps://confluence.itwocx.com/display/cxKB/Status+Log+Report

Added a new user field type - to capture GPS Coordinates when a form with this type of field is created via the Mobile App (using location services)

Implemented ability to Search on the List (Table control)https://confluence.itwocx.com/pages/viewpage.action?pageId=6291923

Added ability to use User Groups in Action Button Configuration for security and accesshttps://confluence.itwocx.com/display/cxKB/iTWOcx+User+Groups

Implemented new Toolbar option to Bulk update status of related docs.https://confluence.itwocx.com/display/cxKB/Bulk+Update+Status+of+Related+Forms

Implemented ability to Restrict the Doc List user field to specific Formshttps://confluence.itwocx.com/display/cxKB/Custom+User+Fields

Implemented ability to Configure Large Text areas on a formhttps://confluence.itwocx.com/pages/viewpage.action?pageId=6292146

Implemented ability to Configure quick text per formhttps://confluence.itwocx.com/display/cxKB/Configure+Quick+Text+Per+Form

Implemented ability to Configure custom fields for Tender Packageshttps://confluence.itwocx.com/display/cxKB/Configure+Custom+Fields+for+a+Package

Implemented ability to Enter Hyper Links to 3rd party applications during package creationhttps://confluence.itwocx.com/display/cxKB/Creating+a+Tender+package

Implemented ability to Display and Click on Action Buttons on Preview Email Notificationshttps://confluence.itwocx.com/display/cxKB/Configuring+Workflow+Action+Buttons

Implemented ability to configure multiple For Approval Statuses in a form typehttps://confluence.itwocx.com/display/cxKB/Multiple+For+Approval+Statuses+on+a+Single+Form

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