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The iTWOcx Product Team are delighted to announce 2019’s first major Release. This release contains some big updates to our Tenders Module. As well as some key features we’ve added to our Core platform.

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

Here are some of the highlights of this release. 


Tenders

The Tenders Module has been upgraded in many areas to support the growing needs of our clients. This includes

  • Integrated Pre-Package Approval Processes
  • Ability to Define Returnable Schedules
  • A Bid evaluation Report
  • Ability to Shortlist and Request for a Best and Final Offer


Integrated Approval Processes for Package creation

Customize your Procurement strategy to include an Approval Process prior to Package creation. Built directly into the Tender Module, you can leverage our highly collaborative Form Workflows as well as Linking Directly with Financials and your Tender Database, to support your Level of Authority (LOA) needs

Define Returnable Schedules

Request Bidders to fill out a Defined Returnable Schedule (Price Submissions, Schedule of Rates and a Scope of Works). These sections can be filled out during package creation and in turn will force Bidders to submit a completed Schedule during Bid Submission



Bid Evaluation Report

Compare Bids against your internally defined schedules. Process Post Contract changes directly during the Bid evaluation Process

Shortlist Bidders

Shortlist Bidders and ask for a Best and Final Offer. Once you are happy with the final result, issue the contract directly to them when Awarding the Package



Publication Space

More options for Workflow Admins

Now Workflow Admins can delegate as well as Skip a Workflow Step

Print Revisions

Print tool to easily download Design Issues and layers as a PDF file.



Core Product

Search on Lists

With this release you are now able to search on the List control. You can add columns from the List to your search results, inline edit them or create saved searches for future use.


Coordinate User Field

When this is added to a form it captures the GPS coordinates when one of those forms is created via the mobile App.



Release Notes


See below for a list of all features released

ModuleFeatureHelp Link

Tenders

Implemented ability to restrict package creation through the Create Package buttonhttps://confluence.itwocx.com/pages/viewpage.action?pageId=6291945

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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