Versions Compared

Old Version 4

changes.mady.by.user Asfand Khan

Saved on

compared with

New Version Current

changes.mady.by.user Asfand Khan

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Tip

It is common to check the bona fides of all providers responding to an approach to market.  360 calls this a "Referee Check" and allows nominated referees to be contacted so they can answer a questionnaire online.

When a provider responds to a Referee Check question:

  1. A request is created for the provider
  2. Each nominated referee is registered as a respondent to the request
  3. Emails are sent with a #REFEREECHECKURL# hyperlink
  4. The sent messages are saved in the message log

By clicking on the hyperlink, the nominated referee can complete the questionnaire without needing to enter a username or password

...

  1. Sign-in to https://360users.apetsoftware.com.au/ as the Boss

  2. Create and/or configure a template named "Referee Questionnaire" (or something similar)
    See: How to create a new template request (e.g. for tender) in the 360 buyers' internal portal

    Info

    The referee questionnaire can be used for as many requests as you like but please be careful not to alter referee check while it is actively being used for an approach to market.


  3. Sign-in to https://360users.apetsoftware.com.au/ as the Request Manager
  4. From the main menu, click Requests
  5. If using the new look:
    1. Click Drafts
    2. Click Configure against the desired request
    3. Click Old Look's Request Info
  6. If using the old look:
    1. Select the request from the list
  7. Click on the section name in the top menu
  8. Click on 
    Svg out inline
    borderfalse
    maxZoom10
    bottom100%
    panZoomfalse
    minZoom0.1
    right100%
    align0
    IEToolTipsfalse
    download/download/attachments/535036168/pencil.svg?version=1&modificationDate=1542001138820&cacheVersion=1&api=v2
    linkList[]
    zoomButtonsfalse
    top0%
    left0%
    startActivetrue
    exportPNGtrue
    width40px
    attachmentIDatt537788420
    md5Short909f8
    useWheeltrue
    height
     icon for the question that asks for referees
  9. Ensure that Allow Response? is selected
  10. Select Referee Check as the Response Type
  11. Click Select Template and find the template
  12. Optionally, specify the Minimum Value and/or Maximum Value limit the number of nominated referees
  13. Click Update
  14. Publish the request

...

Referees are not obliged to respond so 360 asks providers to include contact details.  This information is available both before and after the request closing date for request management and evaluation purposes.

To support nominated referees:

  1. Sign-in to https://360users.apetsoftware.com.au/ as the Request Manager
  2. From the main menu, click Requests
  3. If using the new look:
    1. Click Open / Pending / In Late Submission Period
    2. Click Manage against the request
    3. Click Providers
  4. If using the old look:
    1. Select the request from the list
    2. Click on the 
      Svg out inline
      borderfalse
      maxZoom10
      bottom100%
      panZoomfalse
      minZoom0.1
      right100%
      align0
      IEToolTipsfalse
      download/download/attachments/535036168/jobproviders.svg?version=1&modificationDate=1542536302531&cacheVersion=1&api=v2
      linkList[]
      zoomButtonsfalse
      top0%
      left0%
      startActivetrue
      exportPNGtrue
      width50px
      attachmentIDatt540606561
      md5Shortd202e
      useWheeltrue
      height
       icon
  5. Find the provider that nominated the referees
  6. Click More Info
  7. Click Show Referee Requests
  8. Click Open Request for the question

The referee request will be opened in a new tab from where all request management functions will be available.

To access the nominated referee details and responses when available:

  1. Sign-in to https://360users.apetsoftware.com.au/ as the Evaluator
  2. From the main menu:
    1. If using the new look, click Requests 
      1. Click Closed / Awaiting Finalisation 

      2. Click Evaluate against the desired request

        Note: If the request requires tender box opening, click Open (as in open Tender Box)
        and follow the steps in How to open a "Tender Box" in the the 360 buyers' portal
    2. If using the old look, click Evaluation
      1. Select the request from the list
  3. Navigate to the referee check question via either:
    1. One Provider at a Time
    2. One Question at a Time
  4. If available, click Referee Details Provided
  5. From the referee list, click Evaluate Referee Response(s) if available

The referee request will be opened in a new tab from where all evaluation functions will be available.

...


Page Properties
hiddentrue


Related issues


...