Edit Bid Requests

  • Updated

A bid requestor can edit a bid request (e.g., adding suppliers, updating requirements) either before or while the issue date is current, or after the response date has passed.

Constraint Note: The Bid Request Type cannot be edited once the bid is created.

 

Editing Prior to or During Current Issue Date

To Edit Requirements, Evaluations, etc.

  1. Locate Bid: Locate the desired bid request.

  2. Edit Action: Select More Actions > click Edit.

    • This routes the user back to the appropriate creation tab (Summary, Requirements, Evaluation, etc.) to make updates.

 

To Add Additional Suppliers

  1. Locate Bid: Locate the desired bid.

  2. Responses Tab: Click the Responses tab.

  3. Add Supplier: Choose from the listed options: +Add Guide Community Supplier, +Add Directory Supplier, and/or +Add Non-Unimarket Supplier.

 

  1. Selection: A pop-up box will appear. Use the dropdown in the Supplier Name field to select the desired supplier > select Add. Click Add More to add multiple suppliers.

 

  1. Status: Once added, the supplier(s) can be viewed by setting the Supplier Type field to All. Their State will appear as New. They will simultaneously receive an email notification.

 

Editing After the Response Date has Passed

To edit a bid after the response date has passed, the date must first be extended.

  1. Extend Response Date: Locate the desired bid request > click More Actions > select +Extend Response Date.

  2. Set New Date: A pop-up box will appear. Select the desired response date and time > click OK.

 

  1. Edit Bid: Once the date is extended, select More Actions > click Edit.

 

  1. Publish Updates: To publish the bid with the updates, the user may need to update one or more fields on the Publish tab.

  2. Notify Suppliers: If the user wants to notify suppliers of the changes, check the Notify Suppliers box > insert the desired information in the Description of changes field.

    • The information in the Description of changes field will be posted as a comment on the Bid Request and emailed to all participants.

  3. Finalize: Select Finish.

 

Editing Team Members and Evaluators

The Allow Adhoc Permissions feature must be enabled within the community, and the user must have the Bid Requests and Bid Request Collaboration roles to add or edit team members on an existing bid before the issue date has passed.

Note: For additional information about the defined permissions and their function, please refer to help article Collaborator Permissions for Bid Requests

 

Add Team Members

  1. Edit Team: Locate the desired bid request > select More Actions > click Edit Team.

 

  1. Add User: A pop-up box will appear > select +Add a new user.

 

  1. Set Permissions: The Edit Permissions pop-up box will appear. Select the desired user's name in the User field > select the desired permissions > click Save. 

 

Select Continue, when complete.

 

Edit Team Members

  1. Edit Team: Locate the desired bid request > select More Actions > click Edit Team.

 

  1. Select User: A pop-up box will appear. Locate the user's name > select Edit.

 

  1. Update Permissions: Check the desired Permissions box(es) > click Save.

 

Add/Edit Evaluators

  1. Edit Team: Locate the desired bid request > select More Actions > click Edit Team.

 

  1. Edit Evaluators: A pop-up box will appear > select Edit Evaluator(s).

 

  1. Update Evaluator List: The Edit Evaluator(s) pop-up box will appear. In the Evaluator(s) field, add or remove desired users > select OK.