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Depending on the request, the penultimate final step for a request manager is to finalise the evaluation and award the winners. The options at this points point are:
360 automatically associates the winners with the buyer's organisation - see How to associate a provider with your organisation within the 360 buyers' portal. |
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- Sign-in to https://360users.apetsoftware.com.au/ as a Request Manager
- Find the request in the Requests → Closed list and open its Request Dashboard
- From the Request Dashboard, select Actions → Finalise Request (award)
- Select the Awardees (if any)
- Select a Reason for the decision (such as Value for Money)
- Enter the Winning Price
- Enter Internal Comments - comments for internal reporting only
- Optionally, select Lock Request to ensure that no further changes will be made to the evalation lock evaluation scores
- Optionally, select Email Providers to use 360 notification service to send congratulations and commisserations messagesthe outcome notifications
- Enter External Comments if emailing providers
- If appropriate for policy reasons (especially for category-based panel establishment requests):
- Click Add Selected to Panels
- Select the applicable Panels (noting that all of the selected providers will be added to all of the selected panels)
- Click either:
- Add as Assocated Associated Provider (to add them to the panels and associate the provider)
- Add as Preferred Provider (to add them to the panels and associate the provider as a preferred provider)
- Click Back
- Click Award Request
At this point, the request moves out of the For Evaluation list on the buyers' portal and out of the Favourites list on the providers' portal.
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If award approval is necessary (ADCOM extension), an approval workflow must be completed which requires seeking , requiring approval and the approver signing - in to grant approvalapprove. If no awardees are selected, there is an option to send a commisseration commiseration email to all respondents. To view the email templates, visit the Settiings → Settings → Email Templates page. |
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