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This article only applies to Sourcing
Qualification criteria include requirements or other questions related to the supplier or the response. The information specified in the section automatically creates a form page on http://Tarjouspalvelu.fi the Supplier Portal under the "Qualification criteria" tab, where the bidder answers the specified questions.
Introduction
Introductory information
You can choose an introduction from pre-saved texts for the suitability requirements qualification criteria or by entering the introduction in the text field.
Create eligibility requirements
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Note: If you want to save this as a pre-saved text, check the box marked ‘Save’ and enter a name for the text. Once you click save on the overall tab, this text will be saved a pre-saved text for future use.
Add Qualification criteria
Create a new eligibility requirement qualification criteria by writing the requirement in the "new requirement" field
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FIGURE: Eligibility requirements section
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Select the type of eligibility requirement fieldrequirement by clicking the dropdown menu ‘Select type’. You can select one of the following types of requirements:
Numerical
The provider enters bidder must enter numerical information
We select the end of the field, i.e. the unit
Minimum and/or maximum values can be defined Can be made mandatory under "input required"
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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FIGURE: Layout of the numerical criterion
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For Your Information
Text for the information of the bidder, no reply is requested
Rechargeable
The provider downloads required in this option
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Uploadable
The bidder must upload the file
Can This can be made mandatory under "download by checking the box labelled “Uploading is required"
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Text
Menu
The provider enters bidder can enter free text
Possibility to make it mandatory under "input required"
You can define a A maximum length for the answer can be defined in characters (eg. X characters)
It The bidder’s answer can be defined whether the bidder's answer can be as:
single line
multi-line
or single or multi-line
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FIGURE: Layout of a text-type criterion
A This can be made mandatory to respond to by checking the box labelled "Entry is required”
Menu
This is a drop-down menu from which the supplier bidder can choose the option he wantsRestrictions can be drawn up for the selection of the provider:
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 he wants or leave the question unansweredthey want
Choose at most not more than one
the The bidder can choose one option or leave the question unanswered
At Choose at least one must be selected
the bidder Thebidder must choose one or more options (the question is then mandatory)
Choose one
the The bidder must choose only one option (the question is then mandatory)
Lisää valikko vaihtoehto kirjoittamalla valinta kohtaan ”uusi valintarivi” -ikoni
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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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Yes/No
The provider bidder answers yes or no
The question can be mandatory or optionaldefined as “Optional” or “Selection is required”
A yes or no answer can be defined as mandatory
Conditional criteria can be drawn up assigned for the criterion
With the selection "Contains If the box marked "Yes" conditional option involves additional criteria" is selected, a new question can be defined for the bidder if he answers they answer "Yes" to the original questionWith
If the option box marked " Contains "No" conditional option involves additional criteria" is selected, a new question can be defined for the bidder if he answers they answer “No” to the original question "No"
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FIGURE: Layout of the Yes/No criterion. The example has a Yes/No criterion, the answer to which is No opens a new question.
- The record
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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 times answers the bidder must answer the battery of questionsor can submit
The question is optional if the values are left undefined
The tenderer can add a new set of questions in the tender service under "Add answer line>>"
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Subheading
Subheadings that structure and clarify requirements
Edit eligibility requirements
Edit all requirements
Remove the selected requirements from the red box at once
At the end of the line, select the requirements you want to remove
- Export the selections as a criteria group
. This qualification criterion requires no response from the bidder
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Edit qualification criteria
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 suitability requirements qualification criteria for the procurement 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 raksi cross icon
The order of the suitability requirements can be edited by grabbing the desired criterion with the mouse and dragging (drag and drop) it to the desired place.
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Criteria Functions - menu
The functions menu is for each suitability requirement and its criteria
Close criterion
Hides the eligibility requirementto the right of each criterion allows for the editing of each individial criterion
“Close criterion”
Hides the qualification criterion details (only shows the eligibility requirement qualification criterion title)
To edit an eligibility requirement qualification criterion again, you must first open it from the icon - open “Open all requirementsrequirements”
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FIGURE: Eligibility Requirements Functions menu
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“Move or copy a criterioncriterion”
You can move the eligibility requirement 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 separate 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
You can create additional information for the criterion using the square icon
In the offer service, additional information is shown to the supplier behind the question mark for the criterion in question
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IMAGE: Addition of additional information to the criterion
Preview eligibility requirements
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IMAGE: A preview of the suitability requirements opens with an image of the eye.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
