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Instructions

There are five types of rows that the import algorithm can process:

1. New Request Row has up to ten columns.  The first column has either an R or a T in it:
   1. Identifier for the first type of row:
      • R = Request (note: J also works for this value)
      • T = Template
   2. Flags (see Request Flags below)
   3. Either:
      1. Score Upper Limit (an integer)
      2. Score Labels - a comma delimited list of score labels (lowest score to highest score)
   4. Request Title
   5. Closing Date (in your time zone)
   6. Request Description
   7. Leading Request Title (for hierarchical requests)
   8. Leading Request Weight (number without percentage sign)
   9. Price Weight (number without percentage sign)
   10. Location Weight (number without percentage sign)
   11. Additional configuration data in JSON format (undocumented feature)
2. New Section Row has up to five columns.  The first column has either an S or a C in it:
   1. Identifier for the second type of row:
      • S = Section (a normal group of questions)
      • C = Category Section (a section that is assessed independently)
        Note: Category sections require the ADCOM extensions
   2. Flags (see Section Flags below)
   3. Either:
      1. Relative Weight for normal sections
      2. Leading Part Weight for category sections
   4. Name
   5. Dependency Section Rule (see below)
3. New Question Row has up to sixteen columns.  The first column has a Q in it:
   1. Identifier for the third type of row:
      • Q = Question
   2. Flags (see Question Flags below)
   3. Relative Weight (see the W question flag below)
   4. Question
   5. Evaluation Guide
   6. Statement List - a comma-delimited list of compliance statements (self-assessment choices)
   7. Max-Length (deprecated - replaced by column R)
   8. Multi-Select Option - a comma-delimited list of options (deprecated - replaced by column R)
   9. Short Name
   10. Question Notes
   11. Response Format Flag (see below)
   12. Min-Value (deprecated - replaced by column R)
   13. Max-Value (deprecated - replaced by column R)
   14. Score Labels - a comma delimited list of score labels (lowest score to highest score) or Is Skippable (True or False) if providers can skip question or not
   15. Dependency Question Rule (see below)
   16. Correlation ID
   17. Referee template ID
   18. Configuration data - a JSON data structure that varies depending on the Response Format (see below)
   19. Default score (for evaluate-by-exception)
   20. Default reason/comment (for evaluate-by-exception)
   21. Evaluation plan
4. Comment Row has at least one column.  The first column's text can be any length but must start with #
   1. Identifier for the fourth type of row:
      • # = Comment
5. End of File Row has no value entered in the first column.
   1. Empty Cell
      No more processing will occur once the algorithm finds an empty cell in the first column

Flags

1. Request Flags
   • C = Cost Associatedassociated (respondents enter price)
   • E = Evaluators Enter PriceL = Location WeightedCost associated (evaluators enter price)
   • H = Hire request (equipment and equipment must be specified in 360)
   • P = Prequalification request
   • W = Weighted Price (The manual ) VFM algorithm (price weighting) is to be used
2. Section Flags
   • H = Is Hidden (Private) Section?
   • O = Is Optional/Skippable Section?
   • -   = Is Skipped By Default?
3. Question Flags
   • A = Is Attachment Allowed?C = Is for ContractAttachment(s) allowed
   • C = For contract
   • D = Default statements (ignored if statements are provided - not compatible with response format "B")
   • H = Is Hidden (only displayed to evaluators only)?or, if trigger rules are defined, display is dependent on preceding responses)
   • M = Is Mandatory ?criterion
   • O = Is Optional/Skippable Question?question
   • R = Is Response Allowed?Response allowed (default response format is multi-lined text)
   • S = Is Scorecard?Display in a series
   • N = Display in a new series
   • W = Is Weighted?* Weighted criterion (relative weight is required)
   • -   = Is Skipped By Default?
     ("W" and "Relative Weight" go hand-in-hand - cannot have one without the other)Skipped by default
4. Response Format Flags (case sensitive)
   • T = Text (default)
   • S = Short Text (single line only)
   • <> = Formatted Text (HTML)
   • B = No Text (no comments permitted)
   • D = Date values only (dd/mm/yyyy)
   • DR = Date range values only (From: dd/mm/yyyy, To: dd/mm/yyyy)
   • DT = Date (with time) values only (dd/mm/yyyy hh:mm)
   • $ = Currency values only ($1,234.45)
   • $R = Currency range values only ($10.00 to $100.00)
   • N = Number values only (1,234.45)
   • NR = Number range values only (10.00 to 100.00)
   • %= Percentage values only (30.00%)
   • %R = Percentage range values only (10.00% to 50.00%)
   • I = Integer values only (1,234)
   • IR = Integer range values only (10 to 1000)
   • # = Digits only without number formatting (001234)
   • ? = Yes/No Options
   • A = ABN (with ABR look-up)
   • A* = Formatted ABN (with ABR look-up)
   • a = ABN Details (read-only with ABR look-up)
   • W = Web site addresses only (http://www.example.com)
   • E = Email addresses only (someone@examplesomeone@example.com)
   • M = Multi SelectOptions list (previously know as multi-select)
   • R = Referee Checkcheck (requires XL licence)
   • L = Look-up
   • P = Price List/Discount list
   • TB = Table (up to 10 columns of data)
   • VA = Verified Address (with Geocoded National Address File look-up)
   • CC = Pre-submission Compliance Check

Dependency Section/Question Rules

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• What are the key terms in 360? (definitions/lexicon)
• How to import a request (e.g. for tender) into the 360 buyers' internal portal (for subsequent release)
• What Question/statement configuration options are there for a question in 360?

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