Requirements: Peoples tab

Requirements can have different internal users linked to them in the Peoples tab as a Procurement, Contract Manager or Stakeholder person. These are people who are associated with the contract that you may want to be evaluators, clarification respondents, or manage the requirement in general.

TABLE OF CONTENTS

• Different access
• Clarification Q&A respondent
• Supplier Messenger
• Lead Person

Different access

Stakeholders, Contract Managers and Procurement People have different access to tabs in a Requirement. 

• Stakeholders have the most limited access, so are good to assign for users you wish to help suppliers responses but not manage any other part of the contract for example.
• Contract Managers have almost the same access as Procurement, but cannot publish Notices themselves
• Procurement people have full access

Users can be assigned overall responsibility as well as different questionnaires for which they are responsible for answering clarification questions. This is done through a 'Cog' next the persons name on the People tab within a requirement. Switching these on or off will be recorded in the Audit tab.

Responsibility and access to Moderate (Qualify) evaluated RFX submissions

To enable this, Key Users will need to click on the user with badge icon against the relevant person listed in the People tab. This will be greyed out when switched off, and green when switched on. 

Switching this on will allow a named person on a Requirement to moderate Suppliers who have submitted responses.

Responsibility and access to Tender Clarification Q&As

To enable this, Key Users will need to click on the speech bubble icon against the relevant person listed in the People tab. This will be greyed out when switched off, and green when switched on. Switching this on will:

• Give allocated users responsibility for Q&A Clarifications at Requirement level. They will have permission to see all Q&As for this requirement (regardless of Questionnaire) in the Clarification Q&A screen.
• Allow Key Users to select them for answering clarification questions through a drop down when creating a questionnaire.
  • Only those users named as Clarification Q&A Respondent(s) in a Questionnaire will receive Notifications and see Questions to answer in their Management Tasks list, when Questions are asked for this questionnaire.

In the Clarification Q&A screen the default will be My Q&As which will display all Q&As on Questionnaires for which the logged in user is named as a Clarification Q&A Respondent. There is a second filter All Q&As that will display to the logged in user all those Q&As for Questionnaires within any of the Requirements on which they’re named as a Clarification Q&A Respondent.

NB: Users named as Contract Manager / Procurement Person will by default be listed as responsible for Clarification Q&A's on a requirement as well as listed against questionnaires until removed.

Supplier Contact

Only one person can be the Supplier Contact. Key Users will need to click on the lorry icon against the relevant person listed in the People tab. This will be greyed out when switched off, and green when switched on. 

Lead Person

There is the option to select a Lead Person for each Requirement. Only one person can be selected as Lead Person. Key Users will need to click on the crown icon against the relevant person listed in the People tab. This will be greyed out when switched off, and yellow when switched on.