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Evaluation Overview Set 1: Building the Form. Setting up the Form. From the Requirements form menu. From the dashboard. Name your form. Confirm COI Statement. The Basic Form. Set Up Sections. Example Form With Completed Sections. Set Up Sub-Sections. Set Up Sub-Sections. - PowerPoint PPT Presentation
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Evaluation OverviewSet 1: Building the Form
Setting up the Form
From the dashboardFrom the Requirements form menu
Name your form
Confirm COI Statement
The Basic Form
Set Up Sections
Example Form With Completed Sections
Set Up Sub-Sections
Set Up Sub-Sections
Create Requirements for the Sub-Section
Create Requirements for the Sub-Section
Set up Requirements
Set up Requirements
General notes on requirement visibility
Requirement Visibility: Response and EvaluatedA Requirement defined as having a “Visibility” of ‘Response and Evaluated’ has the following properties:
The Requirement is displayed to the SupplierThe Supplier can respond to the requirementThe Requirement carries an Importance/Comparative WeightingThe Requirement is displayed to the Evaluation TeamThe Requirement can be scored (evaluated) by the Evaluation Team
Requirement Visibility: Response Only, Not EvaluatedA Requirement defined as having a “Visibility” of ‘Response Only, Not Evaluated’ has the following properties:
The Requirement is displayed to the SupplierThe Supplier can respond to the requirementThe Requirement carries NO Importance/Comparative WeightingThe Requirement is displayed to the Evaluation TeamThe Requirement can NOT be scored (evaluated) by the Evaluation Team
General Notes on Requirement Visibility
Requirement Visibility: No Response, Evaluated Only
A Requirement defined as having a “Visibility” of ‘No Response, Evaluated Only’ has the following properties:
The Requirement is NOT displayed to the SupplierThe Supplier can NOT respond to the requirementThe Requirement carries an Importance/Comparative WeightingThe Requirement is displayed to the Evaluation TeamThe Requirement can be scored (evaluated) by the Evaluation Team
Example of What Your Supplier Will See
Once all sections, sub-sections and requirements are set foreach of the sub-sections - lock the individual sections, then lock the form.
Form Administration / Permissions
The Administration Area
Key Areas to Set
Key Areas to Set
Summary to Date
1. Create the form
2. Name the form
3. Set up the sections
4. Set up the sub-sections
5. Set up the requirements for the sub-sections
6. Lock the individual sections, then lock the form
7. Set form permissions
