Depending on the request, the final step for a request manager is to finalise the evaluation and award the winners. The options at this 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. |
Step-by-step guide
To finalise a 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.
If award approval is necessary (ADCOM extension), an approval workflow must be completed, requiring approval and the approver signing in to approve. If no awardees are selected, there is an option to send a commiseration email to all respondents. To view the email templates, visit the Settings → Email Templates page. |
|