Qualification criteria (Basic RFx)
- Lars Hecker
Analytics
Sourcing
This article is only for Sourcing
In the Qualification criteria tab, it is possible to define the qualification criteria that tenderers should answer. The types of qualification can be defined as yes/no, text and upload criteria.
Requested attachments
Click "Add new"
Enter the name of the attachment in the text field that opens
The attachment can be defined as mandatory by checking the box marked"mandatory". In this case, in order to leave a response, the bidder must attach the relevant attachment
The defined attachment can be deleted by pressing the cross key
If several attachments have been defined, their order can be changed by dragging them from the arrow to the right of each cross key
Additional information on the attachments
Additional information related to attachments can be defined in the text field.
Additional information can also be selected from pre-saved texts.
The finished text can be saved as a pre-recorded text by checking the box marked "Save". In this case, enter a name for the the text in the field marked as "Enter name of pre-saved text”.
Once you have saved the entire form, the the text can be found in the pre-saved text drop-down menu.
Qualification criteria
It is possible to add general criteria related to the sourcing event.
A general criterion is added by pressing the "Add criterion" button
The name of the criterion is written in the text field
If yes/no is selected as the type of critera, tenderers can choose either of the two options
If text is selected as the type of criteria, tenderers can enter text in the field in the Supplier Portal
If desired, the tenderer can be forced to respond in relation to a certain criterion by checking the "Yes required" or"Mandatory" boxes, depending on the type of criteria that has been requested
The criterion can be deleted by pressing the cross key
If several criteria have been defined, their order can be changed by dragging them by clicking the arrow to the right of the cross mark
