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Pre-Approval of Tender Packages

Pre-Approval of Tender Packages

There are a number of pre-approval options that you can configure for Tender Packages. 

  1. Go to Tender Project Settings.

  1. Click on the Package Config tab in the Wizard.

Pre-Approval Form

Configure this option if your procurement process requires you to obtain Approval prior to Issuing the Tender Package.

  1. Select Enabled.

  2. Then select a preconfigured RIB CX form that you can use for the Approval process.

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  1. With this option enabled, the Issue button is disabled and and a Request Approval button is shown.

  2. When the Request Approval button is clicked the pre-configured pre-approval form will open. Fill in the details and send to the approver.

  3. Once the package is approved and the form has been closed you will be able to Issue the Package.

 

  1. Tick the checkbox for “Cannot Create Package through Create Package Button”, if you don’t want packages created through the Create Package button on the dashboard (pictured below):

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This button will be disabled.

 

You will need to configure a Create Package Toolbar option for your Pre-Approval form. Refer here for how to set this up Pre-Approval of Tender Packages | Configure Approval Form type

This will ensure that packages can only be created directly from the approved form.

  1. When this is clicked it will load a new Form of the configured form type in Step 2.

  2. Once this form is in a Closed Status the Issue button will be enabled.

If you tick the cannot create package through create button, the create Package Button will be disabled. 

Requires Package Approval

Configure this option if a package can only be created once the approval process is complete.

The difference between this config option and the Pre-Approval Form option is that you can cannot create a tender package until approval has been received.

Configure Approval Form type

  1. To set this process up, Select enabled.

  2. Then select the Form type to use used for the Approval process.

Configure Create Package Toolbar Option

Once you have done this go to this Forms Configuration Page and enable the Create Package Button in the toolbar. To do this go to.

  1. Configure.

  2. Document types.

  3. Select the relevant document type.

  4. Tick the Add a button to Create a Tender Package to the Tool bar option.