When evaluating tenders with a large number of bids or complex lot structures, keeping track of your manual progress can be challenging. The Advanced Evaluation View includes specific tools to help you flag the status of each bid, leave internal notes, and filter your view based on work remaining.
1. Tracking Status: "Mark as Evaluated"
If your evaluation requires manual review of documents or scores, you can use the status checkbox to track which bids you have finished reviewing.
How to use it: Locate the Evaluated checkbox next to a specific bid and check it once you are finished.
What it does: This acts as a visual milestone, allowing you to quickly see which bids are "Done" and which are "Pending."
Note: Marking a bid as evaluated is for internal tracking only; it does not automatically award the bid or notify the supplier.
2. Adding Evaluation Comments
You can add specific comments to a bid to justify scores or note important details for your team.
How to use it: Click the Comment icon (speech bubble) next to the supplier's name.
Lot-Specific: If you are evaluating a multi-lot tender, you can add different comments for each specific lot.
Reporting: Any comments added here will be automatically incorporated into the Results Report, making them part of the official evaluation record.
3. Flagging for Clarification
If a bid requires further explanation from the supplier before you can score it, you can flag it to ensure it isn't accidentally processed.
How to use it: Click the Flag icon to mark a bid as "Under Clarification."
Use Case: Use this when you have sent a question to a supplier (e.g., via the Q&A module) and are waiting for a reply. It alerts other evaluators that this bid is currently "on hold."
4. Filtering Your View
To manage your workload efficiently, you can filter the evaluation table to show only the tasks that require your attention.
Use the filters at the top of the evaluation view to sort by:
Not Processed: View only bids that haven't been touched yet.
In Progress: View bids currently flagged for clarification.
Disqualified: View only bids that have been removed from the competition.
Awarded: View the final winners.
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