Create a stage gate package

The tender administrators can create and issue stage gate packages to the Responsible Party for the stage gate. Packages can reference schedule items within the tender. When a package references a previous schedule item, documents linked to that schedule item are automatically include in the approval package. Documents from the tender library may also be copied and included in the stage gate package including documents currently in use by a Despatch/Tracking or Review schedule item. Documents may also be uploaded from a network location or your hard drive.

Note If the schedule item referenced is a Despatch/Tracking schedule item, only documents which have been released by the bid Opening Authority are included.

When a package has been issued, all members of the Responsible Party are notified that there is a package awaiting their response via an email message containing a link to AVEVA Contract Risk Management.

To create a stage gate package:

1. Navigate to the home page of the tender. If necessary, click the Schedule tab.

2. Click the name of the stage gate you want to work on.

   The Stage Gate page is displayed.

3. Click Create Package.

   The Enter Package Details window is displayed.

4. Enter information as required in the relevant fields.

   • Package Name

   • Package Instructions: Instructions for the Bsiness Process Role that will receive the package.

   • Requested Response Date: The date and time by which you require the approval group's response.

5. Click Save.

   A confirmation message is displayed.

Once the package has been created you can add the following:

• supporting schedule items

• notes and attachments

• documents from the tender library

When all actions have been carried out you must issue the package to the Responsible Party. See Issue stage gate packages for approval for more information. When the package has been issued, all members of the Responsible Party are notified by an email which contains a link to AVEVA Contract Risk Management.