The ‘Tender Communication’ form enables the tender team to communicate with bidders by selecting a specific reason for communication. Users with the ‘Tender Team’ role can create this form by navigating to the ‘Procurement’ tab.
Below are the steps to create a ‘Tender Communication’:
1. Once logged in to Asite, go to the ‘Procurement’ tab and select the project for which the form will be created.
Expand the ‘Tender Communications’ form group and select ‘Tender Communication’ form type.
2. Click on ‘+’ button available at top right.
Alternatively, the ‘Tender Communication’ form can be created directly while viewing the ‘Invitation to Tender’ form.
It will open the ‘Create Form’ screen as shown below:
Following is a description of all the fields in the ‘Tender Communication’ form. Click a link below to continue:
1. To
Description - Click to distribute this form to other users if required. Keep the 'Filter for Tender Recipients Only' checkbox selected to address the communication to only users from the tender recipient list. If not, the list will have an option to choose a user from a list of all users in the project.
2. Package
Description - Select from a list of available values in the dropdown. Only ‘Open’ tender packages will appear in this list.
3. Title
Description - Enter a title for this tender communication.
4. Description
Description - Enter a description of this tender communication.
5. Reason for Communication
Description - To select an appropriate reason for communication from the available dropdown.
Values in the dropdown are configurable using custom attributes.
Once finished, click ‘Send’ to complete creating the tender communication. Click ‘Save Draft’ to save the form in draft mode if needed.
Users selected as recipients will get a ‘For Information’ task.
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