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Select the type of requirement by clicking the dropdown menu ‘Select type’. You can select one of the following types of requirements:
Numerical
The bidder must enter numerical information
Minimum and/or maximum values can be defined
The number of decimal places in the value entered by the bidder can be limited
This can be made mandatory to respond to by checking the box labelled "Entry is required"
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For Your Information
Text for the information of the bidder, no reply is required in this option
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Uploadable
The bidder must download upload the file
This can be made mandatory by checking the box labelled “Uploading is required"
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Text
The bidder can enter free text
A maximum length for the answer can be defined in characters (eg. X characters)
The bidder’s answer can be defined as:
single line
multi-line
This can be made mandatory to respond to by checking the box labelled "Entry is required”
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FIGURE: Layout of a text-type criterion
Menu
This is a drop-down menu from which the bidder can choose the option he wants
Name the menu by entering text in the field
Define the restrictions for the menu by clicking on “Menu definition”. The options for the restrictions are:
Selection not restricted
There is no limitation in the choice of options for the bidder. They can choose as many options as they want
Choose not more than one
The bidder can choose one option or leave the question unanswered
Choose at least one
Thebidder must choose one or more options (the question is then mandatory)
Choose one
The bidder must choose only one option (the question is then mandatory)
Enter the items for the menu in the fields labelled “New selection row”. Click enter to add a new selection row.
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FIGURE: Menu criteria layout
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Yes/No
The bidder answers yes or no
The question can be defined as “Optional” or “Selection is required”
A yes or no answer can be defined as mandatory
Conditional criteria can be assigned for the criterion
If the box marked "Yes" option involves additional criteria" is selected, a new question can be defined for the bidder if they answer "Yes" to the original question
If the box marked " "No" option involves additional criteria" is selected, a new question can be defined for the bidder if they answer “No” to the original question
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Record
Prepare the desired battery of questions, which the bidder must answer x times (e.g. references)
Create the questions/criteria under "Record criteria"
It is possible to define the minimum and/or maximum number of answers the bidder must or can submit
The question is optional if the values are left undefined
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FIGURE: Record criteria layout.
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Subheading
Subheadings structure and clarify requirements. This qualification criterion requires no response from the bidder
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Deleted selected requirements together
Select the criteria you want to remove by checking the empty box next to each line
Click the red delete button at the top of the box
Export the selected criteria as a group
Select the criteria you want to save as a group in the criteria library (See criteria library instructions here )
Click on the export cloud button at the top of the box (located to the right of the delete button)
The criteria library can be accessed from the book icon
From the criteria library, you can import a ready-made group of qualification criteria for the sourcing in question
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FIGURE: Editing options for eligibility requirements
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Edit individual requirements
The criterion can be removed from the red cross icon
The order of the suitability requirements can be edited by grabbing the desired criterion and dragging (drag and drop) it to the desired place.
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Criteria Functions
The functions menu to the right of each criterion allows for the editing of each individial criterion
“Close criterion”
Hides the qualification criterion details (only shows the qualification criterion title)
To edit an qualification criterion again, you must first open it from the icon “Open all requirements”
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“Move or copy a criterion”
You can move the qualification criterion to another location or copy itA
You can then select "New requirement" and the requirement in question will be copied as a new requirement
If you are moving a criterion of a Yes/no type, then a list of which functions can be used to move or copy criteria requirements opens in a pop-up window
Move or copy the requirement as a conditional criterion of the Yes/No criterion
Add to the "Yes" option
Add to the "No" option
With the "New requirement" selection, the requirement in question can be copied as a new requirement
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IMAGE: Copy the suitability requirement as a new requirement
Preview qualification criteria
Click on the eye icon at the top right hand corner to open a preview of the suitability requirements in a new window
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IMAGE: A preview of the suitability requirements opens with an image of the eye.