The second major iTWO cx update for 2021 expands upon our 21.04 release, with further Grid View enhancements as well as brand new functionalities that will make your workflows more efficient than ever.
Contact Lists have been enhanced with a new grid structure, while a digital signature field has been added for forms. Bid assessment has been improved with configurable criteria, while Mobile App users can now open email notifications they receive through the application.
The 21.08 release of iTWO cx will begin automatically rolling out across projects as of August 18, 2021. All new features and functionalities on offer are explored below.
Core
New Form Designer
As part of the 21.08 release iTWO cx is launching a new form designer. At the time of the initial soft release, this tool will only be available to internal iTWO cx staff members.
However, the ultimate aim of this tool is to provide users will the ability to design their own forms and customise them based on their own processes. We will be announcing when this will occur later in the year.
Below is an overview of what you can expect from this tool.
Drag and drop form creation
Simply drag and drop existing user fields onto the layout to create your forms.
You can also create brand new user fields by dragging and dropping a new one from the options on the left-hand side.
Section Control
A new control called a section has been added to the new form designer. When added you can define the security for the section so that only the relevant users see a particular section
You can also add labels and user fields within a section and you can have as many rows as you need.
Grid View for Contact Lists
The contact list interface has been given a complete overhaul. All contacts are now shown in a table or grid format to make it easy read the contact list and find users.
See below for a list of key changes
Status column
The status column indicates if a user is active , not verified, restricted, locked out or external
Filterable columns
You can filter the contact list by all the columns in view
Filterable by Role or Company
Signature User Field
A new user field type has been added to the user field options so that you can configure and add a signature to a form.
Adding a Signature User field to a form.
In the user field config page for a form click on Add new and select the type Signature
Signature field options
A signature field can display the full signature or an initial based on what the user has uploaded.
Uploading your Signature
As a user you can go to your contact details page and upload your signature and initial images.
Selecting the Signature on a form
On the form simply pick the signature from the form. Depending on the field config, this will either display the full signature you uploaded or the initials you uploaded.
You can also set the signature using the mobile app.
Full cascading user field code in the title
When you configure the title of a form to be based on a cascading user field, it will now display the full code path of the cascading option selected for that form when it is created.
Previously this only showed the code of the last level that was selected.
Split from a Comment
When you have the show comment number option turned on for a form type you can now split directly from the comment.
First, turn on the Show Comment Numbers option from the form type config page.
Now, when you create a form of this type, the comments area will display a split button when you hover over the area.
Author Company Group as Status Closers
Under Status Closers, a new option has been added so that company admins can move documents to a closed status.
To enable company admins to be a status closer - simply tick the option under the document type config.
Status action buttons - Requires comment option
Added a configuration option to status action buttons: Requires Comment.
With this option turned on you can force a user to enter a comment prior to clicking on the Status Action button. This applies to the Response Window
On Dashboards, there will be a pop up alerting you that a comment is required.
And Email Response.
Status Action Buttons - Currency and Number field criteria
Number and Currency fields have been added to the status action button criteria list.
You can configure the same field more than once to support configuring numbers between two others.
Internal Comments - Default / Forced per Status
A new config option has been added to support forcing Internal Comments.
To use this configuration, first turn on the Internal comments option in the form type configuration
Once this is done, go to the status config editor page and click on the Pub/Internal Comments tab
On this page you can configure the default comment type, whether it is a public or an internal comment. And also configure it to be forced so that users cannot change the type when they are adding a comment to a form
Publication Space
Display user field codes in DTX and TX reference numbers
Added the ability to use a user field selection within the reference number of a Distribution of Upload Transmittal.
First, configure the user field that you wish to use as part of your numbering for the distribution transmittals in the Transmittals config page.
Once this is configured, the next time you upload and distribute documents, the user field value for the field ZONE will be used as part of the reference number sequence. An example is shown below.
You can see that the user field ZONE has a value of DEF, which has been used in the DTX reference number.
This feature only supports user fields with options i.e. Select, Radio, Checkbox.
It excludes Cascading fields.
Tenders
Assessment questions with Weighting
With assessments with weightings, you can configure a set of criteria by with bidders will be assessed. This criterion can be configured with weights that can be used when assessing the bidder's response
Configuration
Turn on the option in Tender Settings in the Bid Submissions tab
Set up the Evaluation Criteria
You can create weighted assessments with Weighted and Not Weighted sections
Each line item can be set up as a type of yes / no or text based answer
% assigned to each weighted section
Weight assigned to each row item
Bidder View
Bidder sees weights per section but not weights for individual rows
Bidder can fill out the questions when submitting a bid
Evaluation Report and Scoring
Once the bidder has submitted a bid, a new tab will be shown in the Evaluation Report for Weighted Assessments
Estimators can review the bids and score the responses out of 10
The scores will be used along with the weights provided to calculate a total and a percentage for each bidder.
Adding Comments
You can also add a comment per section for each bidders response as you continue your scoring.
You can toggle the comments section by clicking on the Show Comments switch.
Customise who can accept and award packages
With this release, you have more control over who can accept and award packages.
Accepting and Awarding packages will now be strictly limited to the list of users/ groups/ companies/ roles listed under the Tender Package Admin group under the Tender Package config page.
Additional PDF files in the recommendation form
Added configuration option to select PDF inclusions when generating a Tender Recommendation form.
These options can be found under Tender Settings - Award Packages.
The options available are.
- Package PDF (with Questions and Answers )
- Bidders Submission PDF (with any configured forms)
- Bidder Submission Attachments
- Bid evaluation PDF
- Bid evaluation Excel
Select contract type (s) to be used when awarding packages
You can now define which contract types are going to be used when awarding
This setting can be found under the Award Package tab in the Tender settings page.
The selected contracts will then be shown when awarding a package.
Defects
Ability to respond to Defects from a Shared List
When defects are shared with subcontractors via a shared list, they now have the ability to add a comment to the form through the shared list.
The subcontractor can simply click on one of the items on the list and add the comment via the quick reply option.
Contracts Administration
Control Sheets - Salaries & Wages - Copy
Added a button in the control sheet configuration to copy an existing control sheet.
Added a column and configuration to set which control sheets are reportable.
Filter Control Sheet by Contract
Added a Contract column to the Contractor Control Sheet that displays the contract per row. You can also filter by this column
In configuration allow this column to be turned on & off at a project level.
Control Sheets - Contractor - Configure Linked Columns
Added a configuration option to allow additional form types to be configured to show on the control sheet.
Budget Cost Code Selection
Per Project, against each budget form type, you can now define a list of cost codes
Under the budget form select the Select option for cost codes and click on Manage Cost Codes to enter a cost code.
Admin users will be be able to Create, Update and Retire these codes (when not in use)
If Codes are configured, it will replace the code text box with a drop-down select on the budget form
Codes are unique within the budget form type.
A code can only be selected once per budget form.
Any user who can add / edit a budget line can change the cost code
Contract – Zero Commitment Button
Added a configuration option: "Show Negative Commitment Button" to all contract form types that will allow the user to automatically generate a negative contract variation.
Once configured, the buttons will be displayed in the toolbar when enabled
For the negative variations that are created;
Value = Total of Contract - Certified to Date
This will zero the Cost to Complete for this item on the Cost Card Report. (excluding any forecasts)
Mobile
Opening notifications via the app
Now when you receive an iTWO cx email notification you can click on the link or click on Open in iTWO cx on a preview email to view it via the mobile app.
If the mobile app is installed you will be redirected to the project that the form is from as shown below.
