Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the...
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Transcript of Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the...
![Page 1: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/1.jpg)
Evaluation OverviewSet 1: Building the Form
![Page 2: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/2.jpg)
Setting up the Form
From the dashboardFrom the Requirements form menu
Name your form
Confirm COI Statement
![Page 3: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/3.jpg)
The Basic Form
![Page 4: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/4.jpg)
Set Up Sections
![Page 5: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/5.jpg)
Example Form With Completed Sections
![Page 6: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/6.jpg)
Set Up Sub-Sections
![Page 7: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/7.jpg)
Set Up Sub-Sections
![Page 8: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/8.jpg)
Create Requirements for the Sub-Section
![Page 9: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/9.jpg)
Create Requirements for the Sub-Section
![Page 10: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/10.jpg)
Set up Requirements
![Page 11: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/11.jpg)
Set up Requirements
![Page 12: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/12.jpg)
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
![Page 13: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/13.jpg)
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 SupplierThe Supplier can NOT 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
![Page 14: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/14.jpg)
Example of What Your Supplier Will See
Once all sections, sub-sections and requirements are set foreach of the sub-sections - lock the individual sections, then lock the form.
![Page 15: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/15.jpg)
Form Administration / Permissions
![Page 16: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/16.jpg)
The Administration Area
![Page 17: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/17.jpg)
Key Areas to Set
![Page 18: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/18.jpg)
Key Areas to Set
![Page 19: Evaluation Overview Set 1: Building the Form. Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c0f1e550346ad4f8b5309/html5/thumbnails/19.jpg)
Summary to Date
1. Create the form
2. Name the form
3. Set up the sections
4. Set up the sub-sections
5. Set up the requirements for the sub-sections
6. Lock the individual sections, then lock the form
7. Set form permissions