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How do I create a submission requirement?

Description:

When you are going to create submission requirements, you have three options. You can either choose to create a submission requirement with a required data to be entered" or with a file upload requirement. You can also copy the requirements from earlier rounds of the Tender.

When selecting data requirements, you create a submission requirement where the bidder needs to enter a specific type of data directly into the Docia Tender application.

When selecting file upload requirements, the bidder needs to upload a document as described. 

You can copy requirements from the prequalification to the ongoing Tender.  

NB! Before you create a submission requirement, it is important to get an overview on which documents you want to publish. If you want to publish the front page of the offer list, then you need to create a submission requirement only to the front page to be published. Afterwards you create a submission requirement to the whole offer list - and choose not to publish this.  

Step by Step: Submission requirement about data input

  1. Login to www.rib-software.co.uk
  2. Select the tab "Applications" in the blue toolbar
  3. Select the application "Tender"
  4. Select the Tender under the headline "Ongoing Tenders"
  5. Select the "Submission requirements" in the left side 
  6. Click the "Register submission requirement" in the top left corner
  7. Select "Data input requirement"
  8. Enter a name for the requirement and elaborate with a description
  9. Select the "Edit" to create a data field
  10. Enter a name for the data field, select field type and select if the requirement needs to be mandatory or optional. Finish with OK
  11. Select if the requirement needs to be published for all or only the administrators (If the requirement is published to everyone, the Tender needs to be set up to the tendering procedure) 

9_Hvordan_opretter_jeg_et_afleveringskrav_1af2.png

Step by Step: Submission requirement about file upload

  1. Create a submission requirement with "File upload requirement"
  2. Enter a name for the requirement and elaborate with a description
  3. Select if you want to use a document template
  4. Select if you want a requirement to the file name (This is not recommended, as it can cause confusion among tenderers)
  5. Select which file formats that are accepted
  6. Select if you want to publish the requirement for all or only the administrators (If the requirement is published to everyone, the Tender needs to be set up to the tendering procedure)
  7. Finish with "OK"

9_Hvordan_opretter_jeg_et_afleveringskrav_2af2.png

Step by Step: Copying Submission Requirements

  1. Open the Tender with prequalification
  2. Go to "Submission Requirements"
  3. Select "Register submission requirement"
  4. Click "Copy requirement"
  5. Mark the requirement(s) you want to copy to the Tender
  6. Click "Copy"

Submission_requirements.png

Related links:

Can I change the submission requirements?

 

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