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If your Package Award process involves an Interview process, prior to awarding the package, you can issue

an Interview Checklist

before having the face-to-face meeting. This Interview form can be customised to the needs of each Project.

Go here to learn about how to configure this section.

Issue an Interview Checklist to a Bidder

1. Select a Bidder on the Package Progress tab.

2. Under Post Submission Actions select Interview Checklist.

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3. This will load the configured Interview Checklist Form.

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4. Once this Form has been submitted for Approval or is still in an Open status, the Interview Status will show as Orange.

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Approve the Interview Checklist

Once the Interview has been completed and set to a Closed Status, the Interview Status will be set to Green.

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