‘Supplementary ITT’ form enables the tender team to send an invitation to other users who were not sent an invitation earlier. Users with the ‘Tender Team’ role can create this form by navigating to the ‘Procurement’ tab.
Below are the steps to add ‘Supplementary ITT’:
1. Once logged in to Asite, go to the ‘Procurement’ tab and select the project for which the form will be created.
2. Expand the ‘Tender Manager’ form group and select ‘Supplementary ITT’ form type.
3. Click on ‘+’ button available at top right.
Alternatively, the ‘Supplementary ITT’ form can be created directly while viewing the ‘Invitation to Tender’ form.
4. It will open the ‘Create Form’ screen as shown below:
Following is a description of all the fields in the ‘Supplementary ITT’ form. Click on a link below to continue:
1. Package
Description - Select from a list of values in the dropdown. Only ‘Open’ tender packages will appear in this list.
2. Organisation & User
Description - Form can be distributed to any existing project team members registered on Asite.
The first dropdown stands for the name of the organisation to which the concerned user belongs. The second dropdown stands for the name of the user. The ability to select additional users from the same organisation or not depends on the configurable attributes set on the project.
Values in the dropdown can be configured using project roles. Contact the project administrator if the required organisation or user is missing from the list.
3. Add New User
Description - Click to enter additional users for distribution, if any.
4. Distribute
Description - 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 - If applicable, you can associate this form with an existing project file, whether from the same project or a different one.
Once you are done, click ‘Send’ to finish creating the ‘Supplementary ITT’. Click ‘Save Draft’ to save the form in draft mode if needed.
Users selected as recipients will be added to the distribution list, and each will receive a ‘For Information’ task.