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The questionnaire in an approach to market (ATM) is the core element in 360's online tendering and evaluationsa request for a quote or a tender. 360 provides a great deal of flexibility for each item in the questionnaire, and some options are very subtle, so it is a good idea to:
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| Field Label | Import Column & Flags | Description | |||||
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Is Reusable Question? | P | Yes/No: Functionality to correlate two questions so providers can use a previous response or previously uploaded attachments. Restriction: Either allow response or allow attachments must needs to be selected. | |||||
| Question | D | The question's text (e.g. How many years have you worked in this industry?) | |||||
Question Notes | J | Additional information is visible to providers to help them answer the question | |||||
| Short Name/Code | I | A unique identifier for the question that can be used for advanced/bespoke reporting | |||||
| Private Question? | B | H | Yes/No: Is the question hidden from the providers?
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| Except if | O | The dependency question rule Restriction: Must This must be a private question | |||||
| Mandatory? | B | M | Yes/No: Should the question's text be followed with the text " (Mandatory)"? Note: Information only - all questions must be responded to by providers | |||||
| Allow Attachments? | B | A | Yes/No: Can the response include a file attachment - not just the compliance statement? Restriction: Not available when displaying in a series | |||||
| Maximum Uploads | n/a | Integer: How many uploads are allowed? | |||||
| Outgoing Document | n/a | A document that the provider can download (e.g. a form) | |||||
| Evaluation Guide – Attachment | n/a | A document that the evaluator can download (e.g. a policy) | |||||
| Evaluation Guide – Notes | E | Instructions for the evaluator with optional auto-scoring and commenting
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| Allow Response? | B | R | Yes/No: Can the response include typed text - not just the compliance statement?
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| Weighted Question? | B | W | Yes/No: Can responses to this question affect the value for money assessment? | |||||
| Relative Weight | C | Integer: How important is this question? Restriction: Must be a weighted question - can be 0 | |||||
| Response Type - Text (multi-line comments) | K | T | Multi-lined text Restriction: Allow response must be selected | |||||
| Response Type - Text (single line of comments) | K | S | Single-lined text Restriction: Allow response must be selected | |||||
| Response Type - None (no response comments) | K | B | No comments allowed
Restriction: Allow response must be selected | |||||
| Response Type - Date | K | D | A date must be entered Restriction: Allow response must be selected | |||||
| Response Type - Decimal Number | K | N | A number figure must be entered Restriction: Allow response must be selected | |||||
| Response Type - Integer Number | K | I | An integer figure must be entered Restriction: Allow response must be selected | |||||
| Response Type - Digits only (w/o formatting) | K | # | Digits must be entered, and it's okay if they start with 0 - e.g. a phone number. Restriction: Allow response must be selected | |||||
| Response Type - Money | K | $ | A dollar figure must be entered Restriction: Allow response must be selected | |||||
| Response Type - Web Site Address | K | W | A URL must be entered (e.g. http://www.example.com) Restriction: Allow response must be selected | |||||
| Response Type - Email Address | K | E | An email addresses only (someone@example.com) Restriction: Allow response must be selected | |||||
| Response Type - ABN (with ABR look-up) | K | A | An ABN must be entered (with support by the Australian Business Register) Restriction: Allow response must be selected | |||||
| Response Type - ABN (read-only with ABR look-up) | K | a | The Australian Business Register must be used to select an ABN Restriction: Allow response must be selected | |||||
| Response Type - Multi-Select | K | M | A list of options is available to choose from Restriction: Allow response must be selected | |||||
Response Type - Referee Check | K | R | A list of referees must be specified who will be contacted and asked to complete an online form (another 360 job) Restriction: Allow response must be selected, and a template ID is required | |||||
| Response Type - Look-up | K | L | Providers will be able to search for a value (such as a Supplier ID) and select associated details (such as Supplier Registration) Restrictions: Allow response must be selected. The look-up spreadsheet configuration must be set. | |||||
| Template ID (Select Template) | Q | The ID of the job template that will be used to create a job that each provider's referees will respond to
Restriction: Required if the referee check response type is selected | |||||
| Look-up Column Name | n/a | The column title of the unique search values (e.g. Supplier ID) Restrictions: Required if the look-up response type is selected. Column A column must have unique values. | |||||
| Look-up Data Column Name | n/a | The column title of the data to submit as the provider's response to the question (e.g. Supplier Registration) Restriction: Required if the look-up response type is selected | |||||
| Look-up Spreadsheet | n/a | An Excel spreadsheet from which the look-up data is read Restriction: Required if the look-up response type is selected | |||||
| Minimum Value | L | Limitation applied to the Response Type. For example:
Restriction: Requires a non-text response type | |||||
| Maximum Value | M | Limitation applied to the Response Type. For example:
Restriction: Requires a non-text response type | |||||
| Multi-Select Option | H | Comma-separated list of options to choose from Restriction: Response type - multi-select must be selected | |||||
| Response Length | G | Integer: The maximum length of the response-text Restriction: Requires a text response type | |||||
| Displayed in a Series? | B | S | Yes/No: The question will be displayed on a single screen with adjacent questions. Restriction: Does not support file/attachment uploads | |||||
| Is Skippable? | N | Yes/No: The question can be skipped by providers Restriction: When displaying in a series, all questions in the series must have the same option | |||||
| Skipped by Default? | B | - | Yes/No: The question will be skipped until the providers choose to answer it. Restriction: Must be skippable | |||||
| Statement List | F | List of compliance statements the provider must choose from
Notes: The list will not be displayed if there is only one question and either:
The providers will always need to see the question an and click Next or Save to acknowledge that they have read the text. |
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Please note:
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