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Internal release notes 2022 - Sprint 122 (Source-to-Contract)

Internal release notes 2022 - Sprint 122 (Source-to-Contract)

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Last updated: Dec 06, 2022 by Former user (Deleted)
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The history of the internal release notes can be found here.

 

Sprint 122 (December 7th 2022)

TM - Digital Signing in multi-lots

Why

Multi-lots are commonly used by the public buyers, which also requires from suppliers to digitally sign their proposals.

What

If the digital signing is enabled in a multi-lot tender, the suppliers should have a possibility to digitally sign their proposal using the desired signing method

How

Suppliers will get an extra step before submitting their multi-lot proposal - generate the receipt which should be signed.

Select the lots to be signed & submitted

The receipt will have all the information from the selected lots. All selected lots will get the same receipt.

Selected lots info

 

Once the receipt is signed - the offer is locked for editing. The supplier may submit the proposal or do it later, while the proposal remains signed.

Signed but not yet submitted

Signed lots are locked for editing. Can be modified during the submission period though. If modified is used, a new sign process should take place first.

Use Modify button to adjust the proposal before submitting

 

In case of divergent lots, each lot can be signed and submitted separately. There is no bulk action here.

Each divergent lot has its own receipt.

TM - Award motivation and consensus

Why

Automate the process of creating award letters for suppliers as much as possible. Motivating why the supplier is or isn’t awarded and what the results are of the award criteria is an important factor. With this new feature we will support in creating the motivation and apply consensus if this is desired by the buyer.

What

An overview of all evaluation performed and their comments per award criteria and the possibility to overrule the average score of the evaluators with a consensus score. Beside that the buyer can add an external comment per criteria that will be included in the award letter when they use the award motivation placeholder.

How

Enable in BPM/tender

BPM → Workflow → Round → Round settings → Offer card:

  • Turn on the award motivation and consensus feature in the BPM.

  • All tenders will have this round setting but the feature is turned off and locked, with this release we will unlock it for all tender so buyer can turn the feature on in existing tenders.

In the tender round settings:

Start award motivation and consensus

  • When the buyer clicks on the motivation button beside the evaluate button the evaluators are not longer able to perform their evaluations.

  • Buyer will land in the purple overlay where he can perform 7 different actions

    Purple overlay for award motivation and consensus

  • Navigate via the drop-down

    Drop-down will show the questions or the suppliers depending on the “Evaluation order”

  • Navigate with the side menu

    Side menu will show the questions or the suppliers depending on the “Evaluation order”

  • Navigate with the next and previous buttons on the sticky footer

    Save and next will move the buyer to the next question or supplier and the final time the text will be “save and close”

  • Overrule the evaluation score (average of all evaluators)

    It’s now possible to return back to the evaluation score if you overruled the evaluation score

    • Overrule score will use the same scale as the evaluators

    • Overrule pop-up in the all score is also update to reflect above possibilities

  • Add the external comment (award motivation)

    Buyer can write up to 4000 characters

  • Add internal comment

    Only one internal comment possible that you can adjust

  • Copy comments from evaluator or internal comment to the external comment section

    • Focus of the user will jump to the external comment after click

    • Cope multiple comments will add them after each other if you have not put your cursor

    • If your cursor is in the external comment section the text will be added where the cursor is

Use the award motivation in the award letter

  • Add the [[AwardingMotivation]] placeholder into the letter templates

  • Award motivation is added per question

    • If external comment is empty nothing is added

    • Multi-lot case we show the award motivation per lot

TM - Notify evaluators with system message

Why

Notify evaluators that they can start with evaluation and doing this in a user friendly way is the aim.

What

Buyer can notify all evaluators that have assigned evaluations. These evaluators will both receive an in-app as email notification, with a link that will lead them directly to the evaluation screen.

How

  • A buyer clicks on notify on the evaluators page where the buyer can assign the evaluations

    • A pop-up is shown, like you see below

    • Buyer can add optional comment to the evaluators

  • Evaluators will receive an in-app and email notification

    • In-app

    • Email

       

Small changes

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

  • New digital signing method MitID (Denmark), it supposed to replace the existing NemID. For now we still support both - NemID and MitID.

  • Enable awarding motivation and consensus - now available in Tender Assistant

  • Publication - For Norwegian publications, the Doffin reference number is displayed below each notice once it’s published.

  • Amplitude - Additional data like organization number, S2C user ID and award details are added to the tracking.

  • Read more / read less - Align the usages of this on all places in the system. We will truncate text after X lines this will be different per page as some place we have more or less space to show text

  • Re-branding tabs - we use new style for tabs on all places of S2C TM

  • Supplier name + (offer name) - the format of Supplier name + (offer name) is now used on all places after the vault is opened. So buyer will always now from who the offer is.

  • Mandatory recommend tasks - Mandatory RC tasks have a label attached so it’s clear that they are mandatory for that phase, both in the overview as on the status and tasks pop-up

  • Recommended tasks clickable - Most RC tasks have a link to the page where the task can be performed. These links are now added to the status and tasks pop-up, so user can redirect to the correct place from this pop-up that is available on all pages of the tender.

  • Evaluation document no offers - when the tender has no offer, there is no need to create a evaluation document. This feature is removed when the tender has no offers.

  • Send evaluation document in all phases - Evaluation document can now also be send / attached to a message when the tender is in the awarding phase.

  • Mandatory evaluation comments - in the round setting the evaluation comments can be set to mandatory. When the evaluator give a score he will see a validation warning that he must commit a comment as well.

  • P/Q ratio on evaluation model - The P/Q ratio is added to the evaluation model page, so buyer have this P/Q ratio when the are assigning points to questions.

Bug Fixes

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

  • Publication - A bug is fixed where changes of the allowed languages were not shown properly.

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