Sprint 121 (November 17th 2022)

TM - Requirements iteration 2: Navigation and overview

Why

Improving the user experience when navigating through the different questionnaires and sections.

What

Adding a new inner page when opening a questionnaire. In this inner page, the buyer can see in the left menu the created questionnaires. This can be used to navigate between the questionnaire, reorder questionnaires and drag & drop questions inside the questionnaires.

How

When creating a new questionnaire, we show a new inner page as shown in the screenshot below. On the left side, the buyer can navigate between the created questionnaires and sections. “Back to Requirements” will return the buyer to the requirements overview page. With the + icon next Questionnaires, the buyer can create a new questionnaire or price component. 

We added icons in front of the question types so it will be more clear to the buyer what the question types mean. 

The three-dot menu is replaced with the “import” icon”. All options related to importing questions are shown here. We also moved the “Snippet” option to this Import button. We are changing the translation from “Snippet” to “Question Template” since this name is more meaningful.

Drag & Drop

One or multiple questions can be dragged and dropped in and between questionnaires and sections

TM - Supplier Groups/Shortlists

Why

Want to allow buyers to save selected suppliers in groups/shortlist and later on re-use them when inviting suppliers to participate in tenders.

What

As part of the “Tender management” module the Supplier Groups will be added as sub-menu item to this module. From that page the buyer will be managing supplier groups by creating new groups, adding suppliers from the Database or from previous tenders.

How

Accessing Supplier Groups page

The Supplier Groups is part of the Tender Management and as such will be its sub-menu

Create a new supplier group

In order to create/edit/delete a supplier group a new Organization security permission is introduced - Manage Supplier groups. Employees with this permission will see the CREATE GROUP button.

A supplier group can be ether shared with the entire organization OR the person with the proper permission may create the group for themselves. Use Access right property to set it per group.

Please note, by default all organization employees will be able to access supplier groups with Access right = Organization.

Add a supplier organization from the Database

The first option to find a supplier and add them to the group is to search by Supplier’s details.

Search is initiated as the user starts typing - at least 2 chars needed before we trigger the search

• Keep the existing commonly used highlight functionality

• Search logic:

  • First Seach in organization name

    • We assume all the info is public, no restrictions regarding the privacy

  • Next search in Organization’s registration number

  • Next search in First Name and Last name of the organization’s contact person

  • Next search in contact person’s e-mail
    

    

Add a supplier organization from the previous tender(s)

The second option to find a supplier and add them to the group is to search for suppliers from the previous tenders.

Mark a group as favorite

There are several ways of marking/unmarking a group as favorite:

• When mouse over the row in the list of the groups

  

• Via 3-dots menu in the list of the groups

  

• From the inner page of the selected group, next to the group’s name

  

By default all favorite groups appear on the top ordered A-Z, then we show non-favorited groups also ordered A-Z.

Use the supplier group when inviting

Once define, the Supplier groups can be used when inviting suppliers in a tender. There is a dedicated tab in the invitation page, which tab lists all available to the current user groups.

Small changes

In this release, the following small changes have been implemented:

• Webhooks for lots are modified so we only sent webhook for main tender if the main tender status is changed.

• New endpoint v1/tender created in the integration API to retrieve basic information on a tender and to understand the structure of main tender, lots and rounds.

• Evaluators without the permission to see price will see a new keyword when the vault is opened “Price locked. No permissions to view price”

Bug Fixes

In this release [..] bugs have been resolved. Please find below a list of the noteworthy bugs: