‘Tender Query’ form enables bidders to raise queries against any of the tenders on which they were invited. Users having WP (where WP stands for work package) in their role name can create this form by navigating to ‘Procurement’ tab.
Below are the steps to raise a ‘Tender Query’:
1. Once logged in to Asite, go to the ‘Procurement’ tab and select the project in which form is to be created.
2. Expand the ‘Tender Communications’ form group and select ‘Tender Query’ form type.
3. Click on ‘+’ button available at top right.
4. It will open the ‘Create Form’ screen as shown below:
Given below is a description of all the fields available in ‘Tender Query’ form. Click on a link below to continue:
1. Package
Description - Select from list of available values in dropdown. Only ‘Open’ tender packages will appear in this list.
2. Query Title
Description - Enter a title for the query on selected tender package.
3. Query Description
Description - Enter a description of the query on selected tender package.
4. Contact Person
Description - Value will be auto populated based on the selected tender package.
5. Contact Number
Description - Value will be auto populated based on the selected tender package.
6. Distribute
Description - Click to distribute this form to other users if required.
Distribution list will be auto populated based on the selected tender package (See screenshot below). However, user can distribute to other users as well using the ‘Distribute’ option.
7. Attachment
Description - Click to upload an external file if applicable.
8. Associate Docs
Description - Associate an existing project file to this form if applicable, from the same or other project based on user access.
Once the package is selected, relevant details like contact person and contact number will be auto populated as shown in below screenshot:
Once done, click ‘Send’ to complete raising the tender query. Click ‘Save Draft’ to save the form in draft mode if required.
Users selected as recipients will be added to the distribution list and each of them will get a ‘Respond’ task.
Next Article: Initiate Tender Communication