Withdraw, Cancel, Re-Issue Tender Packages and other great additions

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Withdraw, Cancel, Re-Issue Tender Packages and other great additions

In the August Release of iTWOcx, we are introducing a bunch of great tools for our Tender Admins.

Here they all are in no particular order

 

Withdraw a Package

There has been a growing need for iTWOcx Tender Admins to be able to Withdraw a package after it has been issued. Whether the package was sent erroneously or your organisation's circumstances have changed, now you can do this with minimum effort.

We've added a Withdraw button on the Package Progress tab that is accessible to

  • The Author of the Package

  • Tender Admins

 

To Withdraw a package, just click on the Withdraw button. This will take you to a screen explaining what happens when the package is Withdrawn.

You can also add your own custom note to be sent to the Bidders explaining the reason for the package being Withdrawn. It is that simple.

Here is a sample of the Email your Bidders will receive

 

In case you are wondering what does happen to a package when it's Withdrawn; it get's neatly tucked away from the default view of the Tenders Dashboard.

But you can always find it by searching for Packages in a Withdrawn Status.


Cancel a Package

What about a Package that has not been issued yet? Same difference. Just click on Edit on the Draft Package on your Tenders Dashboard, and you will have the option to Cancel the Package.

Tender Admins and the Package Author will have access to this option.


Re-Issue a Package

Should you change your mind after Withdrawing a package, or you simply Withdrew the package to add additional details, you can  now Re-Issue it.

Just search for Packages in a Withdrawn Status.

 

On the list of Withdrawn Packages, click on Summary to open the Package.

 

Here you will have the option to Re-Issue the Package. Just click on the Button and follow the prompts.

You can optionally add a message to be sent out to the Bidders on the Package. 

Re-Issuing a Package will re-activate access to that package for the Active Bidders on the package.


Quick access to Bidder details within a Package

Another useful addition to Tenders is the ability to quickly access a Bidders contact details from within a Package.

Just click on the Bidders name and a contact card for that Bidders company will pop up with all their details!

   

 

 


More space to add your Comments

A bugbear in iTWOcx has always been that the area you get to add a comment when responding to a Form has been too small.

We've addressed that in this release. Now you have plenty of space to communicate and collaborate easier with the rest of your iTWOcx Project Members.

We hope this makes your daily iTWOcx experience much smoother.

 

We hope you enjoy all the additions in this release.

iTWOcx Product Team signing off!

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New weekly training webinar for iTWOcx

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New weekly training webinar for iTWOcx

RIB Software is pleased to introduce our new weekly training webinar for iTWOcx.

This training program is aimed towards first time or casual users and is designed to give participants a solid grounding in the basics of iTWOcx.

We hope that you find this useful for users on your projects. Feel free to forward the registration link to colleagues or sub-contractors that may be interested.

Please register for iTWOcx Introductory Training which will be held each Thursday at 1:00 PM EST at:

https://attendee.gotowebinar.com/rt/7148736907057007362

Name: iTWOcx Introductory Training
Duration: 30 minutes with questions at the end

Agenda:
- Introduction to iTWOcx
- Logging in and Navigation
- Creating and Managing Correspondence Documents
- Using the Document Register
- Basic Searching
- Questions

After registering, you will receive a confirmation email containing information about joining the webinar.

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iTWOcx July Release

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iTWOcx July Release

Locked Box (Closed Box) Tendering

iTWOcx Tenders now supports Closed Box Tendering. Here is how it works on iTWOcx

When a package is created you can set it up by as a Locked Box tender by ticking the Locked Box Tender tick box on the Package Details tab.

 

Once you fill out the other mandatory information and issue the package, the Tender Submissions by the Bidders will be locked (cannot be viewed) until the Package Close Date/Time has passed.

Tender Submission access will be locked from;

  • Tender Submission Notifications
  • Package History links
  • Package Progress Tab

Once the Package Close Time has passed you will be able to access the Tender Submissions by the Bidders.

 

For Project and Tender Admins

You can configure the Locked Box Tender as a default option from the Tender Module Configuration page.

If this option is ticked, all packages created from that point will have the Locked Box option turned on by default. You can always override it by unticking it on a package by package basis.

 

Bidder Mobile Number Details on Package

A bidders mobile number can now be seen in;

  • Select Bidder tab of a package
  • Tender Manage Database
  • Bidder Company Contact List

The mobile column will also be included when a package it exported to excel.

 

Lists on Forms now support Multi-line text

With this release of iTWOcx the List functionality; commonly used in the Quality Module forms such an ITP, will support multi-line text.

You will now be able to import multi-line data from excel directly into your ITP forms without losing the line breaks. Manually typed in line breaks are also supported.

Please note that Rich text formatting will not be supported.

 

 

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