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The main user of the system has the opportunity to manage the criteria groups created in the system via the criteria library

Status
colourPurple
titleSourcing

This article only applies to Sourcing

Info

Requires admin permissions

The admin can manage criterion groups through the Criteria Library. Users can save criterion groups of criteria in the suitability requirements  or  criteria for the procurement object sections of the extensive RFx  . See the instructions for saving the criteria group here:  Criteria library > Importing the criteria group to the criteria library

 

In the Criteria library section, the administrator can create new groups and modify or delete existing groups. 

 

Create a new criteria group

 

under the 'Suitability Requirements' or 'Criteria for the Procurement Object' sections in advanced RFx procurements.

In the Criteria Library, admins can create new groups, as well as edit or delete existing ones. These criterion can be used in requests or auctions.

Create a new criterion group

  1. Click "Create a new criteria criterion group"

  2. Enter a name for the group

  3. Select Choose whether it is a criteria group of procurement items or a group of suitability requirements

    • Save

    criterion group for “Sourcing item” or “Qualification criteria”.

  4. Clicking “Save” will save the group and display new fields.

  5. Enter the desired criteria by writing typing the criterion text of the criterion in the "add 'Add new criterion" ' field and selecting the criterion type for the criterion.

    • Create the any required number of criteria

  6. Save

...

    • criteria

...

    • .

...

  1. Finalize by clicking “Save”

Edit an existing group

  • Select Click on the desired criteria group by searching or browsingClick particular group name to open the group

  • Edit the criteria as desired

  • SaveClick “Save”

...