‘Points for Clarification’ form enables tender team to clarify on any of the points related to tender package. Users having ‘Tender Team’ role can create this form by navigating to ‘Procurement’ tab.
Below are the steps to add ‘Points for Clarification’:
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 Manager’ form group and select ‘Points for Clarification’ form type.
3. Click on ‘+’ button available at top right.
Alternately, ‘Points for Clarification’ form can be created directly while viewing the ‘Invitation to Tender’ form.
4. It will open the ‘Create Form’ screen as shown below:
Given below is a description of all the fields available in ‘Points for Clarification’ form.
1. Package
Description - Select from list of available values in dropdown. Only ‘Open’ tender packages will appear in this list.
2. PFC Title
Description - Enter a title for the selected PFC on tender package.
3. PFC Description
Description - Enter description for the selected PFC on tender package.
4. Distribute
Description - 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.
Click to distribute this form to other users if required.
5. Attachment
Description - Click to upload an external file if applicable.
6. Associate Docs
Description - Associate an existing project file to this form if applicable, from the same or other project based on user access.
7. Associate Forms
Description - Associate an existing project form to this form if applicable, from the same or other project based on user access.
Once the package is selected, relevant details like PFC title and distribution list will be auto populated as shown in below screenshot:
Once done, click ‘Send’ to complete creating the points for clarification. 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 ‘For Information’ task.
Once created, the created 'Points for Clarification’ form can be viewed as follows:
From the 'Points for Clarification' form view, bidders can view all the available details and also raise a tender query form if required by clicking on hyperlink available at the bottom.
Next Article: Invite additional users using 'Supplementary ITT'