Tender template step alerts
- Last UpdatedJan 12, 2024
- 4 minute read
Schedule item alerts are a system of notifications and reminders that draw attention to tasks or actions that require a user's attention. Alerts can be added to process steps in a tender template so that they automatically are available in any tenders created from the template.
Create a tender template step alert
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Open the navigation bar. If necessary, click the Manage tab.
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Under Organisation Standards, click Tender Templates.
The Tender Templates page is displayed.
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Select the template category in which you want to edit a template from the drop-down list.
The tender templates for the selected category are displayed.
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Click the
for the template you want to edit.
The Tender Template Details page is displayed.
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Click the
drop-down arrow for the step to which you want to add an alert and select 
View Alerts from the menu.
The Template Item Alerts page is displayed.
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From the
menu, select 
Add Alert from the menu.
The Select Alerts page is displayed listing all available alerts.
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Click the alert you want to add.
The Add Alert page is displayed.
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Select the required target user type by clicking either Company User or Contractor.
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Click Save.
A confirmation message is displayed.
Edit template step alerts
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Open the navigation bar. If necessary, click the Manage tab.
-
Under Organisation Standards, click Tender Templates.
The Tender Templates page is displayed.
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Select the template category in which you want to edit a template from the drop-down list.
The tender templates for the selected category are displayed.
-
Click the
for the template you want to edit.
The Tender Template Details page is displayed.
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Click the
drop-down arrow for the step for which you want to edit an alert and select View Alerts from the menu.
The Template Item Alerts page is displayed.
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Click the
drop-down arrow for the alert you want to edit and select 
Edit from the menu.
The Edit Alert page is displayed.
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Select the required target user type by clicking either Company User or Contractor.
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Set the alert start date and time by selecting the appropriate number from the day(s), hour(s) and mins drop-down lists.
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Select Before or After to define whether the alert should start before or after the selected time.
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Select Tender Template Step Start or Tender Template Step End to define whether the alert should start at the beginning or the end of the of the template step.
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Click Save.
The Template Item Alerts page is displayed.
Delete template step alerts
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Open the navigation bar. If necessary, click the Manage tab.
-
Under Organisation Standards, click Tender Templates.
The Tender Templates page is displayed.
-
Select the template category in which you want to edit a template from the drop-down list.
The tender templates for the selected category are displayed.
-
Click the
for the template you want to edit.
The Tender Template Details page is displayed.
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Click the
drop-down arrow for the step for which you want to delete an alert and select View Alerts from the menu.
The Template Item Alerts page is displayed.
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Click the
drop-down arrow for the alert you want to delete and select 
Delete from the menu.
A warning message is displayed.
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Click OK.
A confirmation message is displayed.