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Criteria library (Sourcing)

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The admin can manage criteria groups through the Criteria Library. Users can save criteria groups under the 'Suitability Requirements' or 'Criteria for the Procurement Object' sections in advanced RFx procurements.

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

 

Create a new criteria group

 

  1. Click "Create a new criteria group"

  2. Enter a name for the group

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

    • Save

  4. Enter the desired criteria by writing the text of the criterion in the "add new criterion" field and selecting the type for the criterion

    • Create the required number of criteria

  5. Save

IMAGE: First give the criteria group a name, after which criteria can be added. When the desired criteria have been set, select save

 

Edit an existing group

  • Select the desired criteria group by searching or browsing

  • Click to open the group

  • Edit the criteria as desired

  • Save

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