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Tip

It is common for the questionnaire of a request for tender to list criteria for which each tenderer must choose a compliance statement such as "Fully Compliant", "Partially Compliant", or "Non-Compliant".

This article expands on How to add questions (selection criteria) to a request's questionnaire in the 360 buyers' internal portal and  What Question/statement configuration options are there for a question in 360? with specific detail on the Statement List:

  • How to select statement optionsoption
  • How to add more statement options to list
  • How the options are displayed in the questionnaire
  • Details of special statements (system defined statements)

Background information

360 uses the compliance statement to:

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Anchor
SelectingStatements
SelectingStatements
Step-by-step guide to selecting statements

To select compliance statements the providers must choose from:

  1. Identify statements that make sense in the context of the question

    Tip
    titleConsider the audience

    Both providers and evaluators will see the compliance statements.  Please consider these hypothetical questions:

    • Does your business make widgets?
      Sensible options: "Yes" and "No"
    • Please indicate your solution's adherence to the Australian standard
      Sensible options: "Fully Compliant", "Partially Compliant", and "Non-Compliant"
    • Please confirm you agree to be bound by the non-disclosure agreement
      Sensible optiona: "Agreed"
    • Please specify your preferred email address for accounts
      Sensible optionb: "Response Provided"
    • Please attach high level design diagrams
      Sensible optionc: "Response Provided - ( Response Required )"

    a. This option must be selected by the provider
    b. This option is hidden from the provider
    c. This option displays "Response Provided" but cannot be submitted without additional information


  2. Decide which statements require additional information

    Tip
    titleDon't make it hard

    Providers will be confused if the question doesn't match the options.  Please consider these hypothetical questions:

    • GoodIf your solution is partially compliant please specify its deficiencies
      Sensible options: "n/a - Fully Compliant", "n/a - Non-Compliant", and "Response Provided - ( Response Required )"
    • Bad: Please specify where your solution is not fully compliant
      Selected options: "Fully Compliant", "Partially Compliant - ( Response Required )", and "Non-Compliant - ( Response Required )"

    In the bad example:

    • The question does not apply to a fully compliant solution but "n/a" (the sensible choice) is not an option
    • When the solution is non-compliant, the provider is being asked to unnecessarily enter additional information


  3. Use Ctrl+Click (Windows) +Click (Mac) to select and deselect the statements

    Info

    Statements ending with " - ( Response Required )" require allow responses or allow attachments to be selected


Anchor
AddingStatements
AddingStatements
Step-by-step guide to adding more statements

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  1. Sign-in to https://360users.apetsoftware.com.au/ as the Boss
  2. From the main menu, click Settings
  3. Click on the Statements tab
  4. Enter a Statement Name

    Info

    To avoid compatibility problems when importing requests, statements should not include a comma


  5. If the provider must include additional information when they select the statement, select Response Required
  6. Click Add Statement

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