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RFPMonkey Agenda

S. RFPMonkey.com Agenda. Overview Preferences Entry Status (Draft, Pending, Approved) Basic Searching Using search results (Manually) Entering new content Using Images Submitting and Approving External Review RFP Tracking RFP Triage Administrative Use. C. 84% for WBT capture.

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RFPMonkey Agenda

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  1. S RFPMonkey.com Agenda • Overview • Preferences • Entry Status (Draft, Pending, Approved) • Basic Searching • Using search results (Manually) • Entering new content • Using Images • Submitting and Approving • External Review • RFP Tracking • RFP Triage • Administrative Use

  2. C 84% for WBT capture RFPMonkey.comTraining Boston, MA 857.444.6500 Camden, DE 302.202.5900 Denver, CO 720.650.5050 Los Angeles, CA 213.226.1066 New York, NY 646.307.1990 Salt Lake City, UT 801.448.0006 San Francisco, CA 415.594.5500 Seattle, WA 206.636.0011 Tampa, FL 813.769.0500 Washington, DC 202.602.1295 Join by Phone: Join by Phone: (213) 226-1066 Conference ID: 871 881 008#

  3. S RFPMonkey.com Training • Present/explain important topics • Student exercises to practice in the tool • Please listen/watch during presentation • Please confine experiments to exercises • These slides are at • www.rfpmonkey.com/training/training.ppt • Also download the GettingStarted guide from the Support Portal

  4. S RFPMonkey.com Agenda • Overview • Preferences • Entry Status (Draft, Pending, Approved) • Basic Searching • Using search results (Manually) • Entering new content • Using Images • Submitting and Approving • External Review • RFP Tracking • RFP Triage • Administrative Use

  5. S Overview

  6. S RFPMonkey.com RFPMonkey.com lets you store, categorize, and retrieve RFP entries to help you respond to RFPs An entry is a Question-Answer pair. It contains… • Question • Optional Key Words • Category • Product • Library • Status • Audit Trail • Revision History • Response • Optional Comments • Sub-category • Version • Source

  7. S RFPMonkey.com User Interface Close session and logout. Return to login screen.

  8. S RFPMonkey.com User Interface Links at top are general.

  9. S RFPMonkey.com User Interface Links at bottom act on the current item.

  10. S Logging In

  11. C Logging In • www.RFPMonkey.com • Click on Customer Login • Enter Acct Number, User name, Password • www.RFPMonkey.com/app • Enter Acct Number • User name • Password 1955

  12. C Logging In User Names student1 student2 student3 student4 student5 Passwords training1 training2 training3 training4 training5 Students • Anisa Keith • Eyan Mitchell • Sarah Kaplan • Leigh Roumila • Rich Cadigan All lower case 1001

  13. S Forgotten Password • Click on Forgot Password? • Enter your email address

  14. C Exercise 1 – Logging In Login Counts: Keith 41 11/20 Mitchel 3 12/06 Cadigan 0 Roumila 0 Kaplan N/A Now, Students log into your own accounts. 1955 Use the ‘Forgot Password?’ link if needed. Now, Log out of your company’s acct... … and log into the training account with your student ID and PW. 1001

  15. O Start-Up Messages • Pending Approval Alerts • Late Project Assignment Warnings • Unfinished Project Assignment Alerts • Private Draft Announcements • Message of the Day

  16. S Personal Profile & Preferences

  17. S User Profile • Use this screen to change your username or password • Subscribe (or unsubscribe) to email alerts • Access linked accounts (if applicable)

  18. S Preferences • Use this screen to set your personal display settings • Detail level for results lists • Font style for entries • Rows/page for results lists • Columns to display in search results • Enable/Disable Search Macros

  19. S Entry Status

  20. S Status: Draft, Pending, Approved • New entries are Drafts • Drafts must be submitted for approval • Pending entries must be approved • Only Approved entries can be searched

  21. S Searching

  22. S Search Screen • Only Approved entries can be searched • Search results are displayed in a list

  23. S Search Screen • Only Approved entries can be searched Type text to search for

  24. S Search Screen Decide which entry fields to search • Only Approved entries can be searched

  25. S Search Screen Filter search results by these values • Only Approved entries can be searched

  26. S Search Screen • Only Approved entries can be searched Select search mode or let RFPMonkey.com decide

  27. S Searching the repository • You can search for: single word

  28. S Searching the repository • You can search for: single word • or specific phrase

  29. S Searching the repository • You can search for: single word • or specific phrase • or whole RFP question

  30. S Searching the repository • or specific phrase • or whole RFP question • or all approved content

  31. S Search Modes • Exact Match • Relevance Match • Auto

  32. S Search Modes • Exact Match • Relevance Match • Auto Exact Match is best for single words or specific, short phrases

  33. S Search Modes Relevance Match will locate entries that may be related to the search phrase • Exact Match • Relevance Match • Auto It’s best for whole sentences or questions

  34. S Search Modes Auto will automatically switch to Exact or Relevance based on how many words are in the search phrase • Exact Match • Relevance Match • Auto This is usually the best way to search

  35. S Exercise 2 – Searching (browsing) Leave the Search Phrase empty Click the Query button 632 found Now, set the Category to General Info and query again’ 41 found These dropdowns are used to Filter results.

  36. S Exercise 3 – Searching (exact) Set search mode set to ‘Exact’ and Category back to ‘*’ Search for the word ‘search options’ 0 found How many were found? Now, search for ‘search’ Now, how many were found? 118 found Now, set the ‘Highlight’ check box and search again

  37. S Exercise 4 – Searching (relevance) Leave search mode set to ‘Exact’ Search for the phrase ‘is it installed or hosted?’ How many were found? 0 found Set search mode to ‘Relevance’ and search again Now, how many were found? 15 found

  38. S Using Results (manually)

  39. S Search Results • Search results are displayed in a list • To view full details of an entry, click it’s ID or the Binoculars

  40. S Search Results • View Question, Response, Comments, Key Words, Status, Grouping values, Audit Trail and actions.

  41. S Search Results • Highlight results and Copy to the ‘clip board’ • Tip: Ctrl-C is a shortcut for Copy

  42. S Search Results • If you want to continue evaluating other results,click ‘Back to Results’

  43. S Adding New Entries

  44. S Adding creates Draft entries • Remember that when you create a new entry, it is in DRAFT status • After you enter your drafts, you will have an opportunity to submit them for approval

  45. S Adding a New Entry (draft) • Click Add Entry link in the Entries sub-menu

  46. S Adding a New Entry (draft) WYSIWYG Response Editor Paste or type your RFP response here. And format as necessary. Filters or Categorization Comments Field Put optional notes here. Optional Key Words – Used to increase searchability Paste or type the RFP question here

  47. S Adding a New Entry (draft) Filter values are saved in data entry mode. Check this box to stay in data entry mode.

  48. S Adding a New Entry (draft) Create a link Delete contents Paste buttons Text color Full Screen View HTML code Format eraser Insert HTML table Insert image Standard formatting tools

  49. S Entry Insert Demo • Quick demo of Add Entry with focus on: • Using links • Using images

  50. S Exercise 5b – Add a text-only entry Each student, add an entry and save it (leave the status set to Draft) Any question about the Add screen? Can you find your new entry by searching? Click on ‘List My Drafts’ in the Library menu

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