Qualification Criteria

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 the Supplier Portal under the "Qualification criteria" tab, where the bidder answers the specified questions.

Introductory information

You can choose an introduction from pre-saved texts for the qualification criteria or by entering the introduction in the text field.

• 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 qualification criteria by writing the requirement in the "new requirement" field  

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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:

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• 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 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”

• 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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• 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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• Subheading

  • Subheadings structure and clarify requirements. 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 qualification criteria for the sourcing in question

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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 it

  • 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

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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