Versions Compared

Key

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

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.

This release will be rolled out across existing projects over the next month. Should your team require early access to these features, please contact our Support team on 1300 653 420.

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

Table of Contents

Tenders

Image RemovedImage Added

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

Image AddedIntegrated Pre-Package Approval Processes.

Image AddedThe Ability to Define Returnable Schedules.

Image AddedAddition of Bid Evaluation Reports.

Image AddedThe Ability to Shortlist and Request for a Best and Final Offer.

Integrated Approval Processes for Package creation

...

Image Added

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.

Image RemovedImage Added

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.

...

Image Added

...

Image Added

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.

...

Image Added

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.

Image RemovedImage Added

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.

...

Image Added

Print Revisions

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

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.

...

Info

Currently, we only support displaying information from the List (table) when a single form type is added to the search criteria

Image Added

Coordinate User Fields

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

Image RemovedImage Added

Release Notes

See below for a list of all features released.

Module

Feature

Feature 

Tenders

Implemented ability to restrict package creation through the Create Package button

https://confluence.itwocx.com/pages/viewpage.action?pageId=6291945

.



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

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

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

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

Implemented ability to Issue Custom Formal Tender Invite
https://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 Package
https://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 process
https://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
Bids.

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

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

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

Implemented ability to set an Interview Process during Tender Bid Evaluation
https://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
Mobile.

Implemented ability to view and interact with the List Control on the Mobile App
https://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 Number
https://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 easier
https://confluence.itwocx.com/display/cxKB/Bulk+Import+%28excel%29+Documents+to+Publication+Space
.

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

Added ability for Workflow Admins to delegate sequential and parallel step workflows
https://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 Documents
https://confluence.itwocx.com/display/cxKB/Insert+Quick+Text+when+Distributing+Documents
.

Added ability to Create a Design Issue without a layer
https://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 value
https://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 Issue
https://confluence.itwocx
.
com/display/cxKB/Layers


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

Added a Select all button when consolidating Markups
https://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
type.

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

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

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

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

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

Added new notification options configuration for parallel steps in a Workflow
https://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 click
https://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 purposes
https://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 item
https://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 form
https://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 access
https://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 Forms
https://confluence.itwocx.com/display/cxKB/Custom+User+Fields
.Custom user fields

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

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

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



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

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

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