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 internal portal and Question/statement configuration options in 360 with specific detail on the Statement List:
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Background information
360 uses the compliance statement to:
Please consider this example question:
Do all staff hold a working with vulnerable people licence? If not, please specify how many staff do and how many do not.
Initially the question is not answered. Without an answer, the provider cannot submit their tender. The possible answers are:
For brevity, 360's evaluation views will display "Yes" and "No" plus a link that allows the assessor to see the additional information. "Yes" would elicit a maximum assessment score whereas "No" would require a more considered assessment.
Step-by-step guide to selecting statements
To select compliance statements the providers must choose from:
Identify statements that make sense in the context of the question
Both providers and evaluators will see the compliance statements. Please consider these hypothetical questions:
a. This option must be selected by the provider |
Decide which statements require additional information
Providers will be confused if the question doesn't match the options. Please consider these hypothetical questions:
In the bad example:
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Use Ctrl+Click (Windows) ⌘+Click (Mac) to select and deselect the statements
Statements ending with " - ( Response Required )" require allow responses or allow attachments to be selected |
To create more compliance statement options:
Enter a Statement Name
To avoid compatibility problems when importing requests, statements should not include a comma |
The statement will available for selection on the question configuration page. If response required was selected, " - ( Response Required )" will be appended to the statement.
The selected compliance statements are displayed to providers a drop-down list from which that must choose one (and only one) option.
The list will not be displayed to providers if there is only one statement and either:
The list will also not be displayed to providers if response type is a special option such as:
In these circumstances, the list is unavailable on question configuration screens
360 contains special compliance statements that cannot be selected:
These statements will be displayed to evaluators only.
* "Referee Details Provided" and "Error has occurred during referee email setup" will be displayed when a system error or a configuration error has resulted in referee checks not being sent to referees. Please contact support if these values are displayed.
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