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.
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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:
Integrated Pre-Package Approval Processes.
The Ability to Define Returnable Schedules.
Addition of Bid Evaluation Reports.
The Ability to Shortlist and Request for a Best and Final Offer.
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.
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.
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.
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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.
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Currently, we only support displaying information from the List (table) when a single form type is added to the search criteria |
Coordinate User Fields
This feature allows for the capture of GPS coordinates during form creation within the iTWOcx mobile app.
Release Notes
See below for a list of all features released.
Module | Feature | Help Link |
|---|---|---|
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+AssessmentBids. | ||
| 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+MobileMobile. | |
| 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+Workflowstype. | ||
| 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+. | ||
| 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+. | ||
| 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+. | ||
| 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. | 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+. | ||
| 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. |