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The history of the internal release notes can be found here. |
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Step 1: Move the tender to the bin. This option is now added in the 3 dot menu of each tender. An in-app notification is sent to all team members and participating suppliers.
If there is not published and there are no suppliers in the tender, the tender is removed from the tenders list and is moved to the bin.
If the tender however is published, or there are suppliers in the tender, the user will see a dialog where he can enter the reason for removing the tender. This dialog will be visible when suppliers open the in-app notification, or when they open a direct URL to the published tender page of this tender. The tender itself can no longer be found via the published tender page, but the direct URL remains accessible.
As long as the tender is in the bin, all notifications and actions are disabled so no progress can be made in the tender. Also, all data will be excluded from all reports.
Step 2: Restore, or permanently delete the tender. When accessing the bin, there’s a grey bar indicating that only Admins can permanently delete tenders. Buyers can however restore tenders themselves, if they had proper permissions in that tender. In the overview it’s also indicated who removed the tender and when.
Per tender in the bin there’s a 3 dot menu to View, Restore or Delete the tender forever.
When opening the tender, the Restore functionality is also accessible from the yellow bar.
When a tender is Restored, the tender is put back into the Tenders list in a Paused state, so that the buyer is able to adjust the schedule before resuming the tender again.
When a tender is Permanently deleted, a confirmation pop-up is shown. After confirming, the tender and all data will be deleted. Important detail is that from now on, any tender can be deleted permanently regardless of the state. This means that also tenders with actual offers can be deleted.
In this version, it will NOT be possible to delete Dynamic Purchasing Systems, Qualification Systems and Framework Agreements. This will be added in a future release.
When any user tries to open a permanently deleted tender through a direct URL, a general Error 403 “Resources not found“ will be shown.
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Export of ALL user is available from the Colleagues page via dedicated export button next to INVITE
The export is instantly generated, there is no scheduled task to be executed later
The result is an Excel (XLSX) file with several tabs in it:
All colleagues
Lists all employees sorted by status: Active, Pending invitation, Pending access request, Locked, Inactive
Shows if the user has a License or BPM license
Lists all the User rights groups in which the user is part of
This initial version of export doesn’t include Portal groups - there is a pending work from the Portal team to be done first. Expect to be ready and integrated in couple of sprints
Organization permissions
Show each employee and organization permissions given to them (e.g. Manage organization profile, Manage licenses, etc.)
BPM permissions
Show each employee and BPM permissions given to them (e.g. View BPM, Manage BPM etc.)
Tender permissions
Show each employee and Tender permissions given to them (e.g. Create tender, Manage all tenders as a lead buyer etc.)
System permissions
Only visible for Mercell system organization
Show each employee and system permissions given to them (e.g. View system log, Manage tender assistant, etc.)
Pending registration
Show two types of invitations - Pending invitation and Pending access request (if any)
Show invitation specific data such as: when the invitation was sent, when was accepted, is expired, and if the invited person will automatically join a specific user rights group
User groups
Why
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What
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How
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Easy access control for groups of users (e.g. departments/teams/decisions) in an organization for specific elements in S2C, such as tenders, templates, bpms.
Sharing Tender folders and tenders with User groups, which members can VIEW tenders.
A gap for all REPs
What
Organize the employees in a way that gives admins options to quickly give access to specific scope - tender, folder, BPM, templates
The implementation of the User groups functionality is split in 3:
Create & manage the user groups AND assigning them to Tenders OR Folders - currently implemented
Assign user groups to BPMS - coming soon
Assign user groups to Requirements templates and Question templates - coming soon
How
Create and Manage user groups
Two new security permissions are introduced
View user groups
Create user groups - required in order to create or manage User Groups
User groups - a new left-hand menu item added just below Licenses
Onboarding is done with Whatfix, which shows the “New” label and guides the user when the first time user groups are accessed
Create a new user group
Simply click “+ New user group” and follow the steps
Give the new group a name
Add members to the group
On mouseover the bin icon appears, so the employee can be removed from the listManage the user group
Once created the person in right may manage the group name, members or delete the group
Delete the user group
It’s possible from the list of the groups via 3-dots menu option “Delete”
Assign user groups to Tenders
Assign user groups to Folders
Small changes
In this release, the following small changes have been implemented:
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