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Evaluation Overview Set 1: Building the Form

Evaluation Overview Set 1: Building the Form. Setting up the Form. From the Requirements form menu. From the dashboard. Name your form. Confirm COI Statement. The Basic Form. Set Up Sections. Example Form With Completed Sections. Set Up Sub-Sections. Set Up Sub-Sections.

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Evaluation Overview Set 1: Building the Form

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  1. Evaluation OverviewSet 1: Building the Form

  2. Setting up the Form From the Requirements form menu From the dashboard Name your form Confirm COI Statement

  3. The Basic Form

  4. Set Up Sections

  5. Example Form With Completed Sections

  6. Set Up Sub-Sections

  7. Set Up Sub-Sections

  8. Create Requirements for the Sub-Section

  9. Create Requirements for the Sub-Section

  10. Set up Requirements

  11. Set up Requirements

  12. General notes on requirement visibility Requirement Visibility: Response and EvaluatedA Requirement defined as having a “Visibility” of ‘Response and Evaluated’ has the following properties: The Requirement is displayed to the SupplierThe Supplier can respond to the requirementThe Requirement carries an Importance/Comparative WeightingThe Requirement is displayed to the Evaluation TeamThe Requirement can be scored (evaluated) by the Evaluation Team Requirement Visibility: Response Only, Not EvaluatedA Requirement defined as having a “Visibility” of ‘Response Only, Not Evaluated’ has the following properties: The Requirement is displayed to the SupplierThe Supplier can respond to the requirementThe Requirement carries NO Importance/Comparative WeightingThe Requirement is displayed to the Evaluation TeamThe Requirement can NOT be scored (evaluated) by the Evaluation Team

  13. General Notes on Requirement Visibility Requirement Visibility: No Response, Evaluated Only A Requirement defined as having a “Visibility” of ‘No Response, Evaluated Only’ has the following properties: The Requirement is NOT displayed to the Supplier The Supplier can NOT respond to the requirement The Requirement carries an Importance/Comparative Weighting The Requirement is displayed to the Evaluation Team The Requirement can be scored (evaluated) by the Evaluation Team

  14. Example of What Your Supplier Will See Once all sections, sub-sections and requirements are set for each of the sub-sections - lock the individual sections, then lock the form.

  15. Form Administration / Permissions

  16. The Administration Area

  17. Key Areas to Set

  18. Key Areas to Set

  19. Summary to Date • Create the form • Name the form • Set up the sections • Set up the sub-sections • Set up the requirements for the sub-sections • Lock the individual sections, then lock the form • Set form permissions

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