Contract award templates (Sourcing)

Sourcing

An admin can create templates for contract awards to simplify the process. These templates can be used when preparing a contract award.

Note: The admin can create, edit, and delete templates, while basic users have view-only access to the templates. 

Add a new template

• Click “Add new template” 

• Fill in “Name of template”

  • The name appears in the template selection list when starting the creation of a contract award.

• Add an attachment if needed. 

  • The attachment will be included in the contract award.

• Fill in form fields

  • Contracting authority

  • Sourcing event description

  • Contract awarded by

  • Contract award date

  • Contract award

  • Grounds for decision

  • Awarded supplier(s)

  • Select signature type

• If needed, add sections by clicking "Add a new section"

  • Enter the section title in the left field and the section text in the right field.

• Click “Save”

 Modify or delete a template

• Click the “hamburger menu”-icon to open the action-menu. Actions available:

  • Edit

    • Click ‘Edit’ to modify the template

  • Move up/Move down

    • Click “Move up” or ”Move down” to reorder the templates.

  • Remove

    • Click “Remove” to delete a template