Who can use this feature?
System Administrator | Owner | Publisher
Add a Bid
Important Notes:
Ensure that Allow Subscribers is selected if needed.
Job and Bid posting descriptions have a tendency to include XML code when copied and pasted. This code must be cleared from the code view for the front-end view to display correctly. We advise always typing directly into the editor box rather than copying and pasting from another source. You can use HTML Washer to clean the code. For more information, view the Remove Rich Text Formatting article.
For example:
<!--[if gte mso 9]><xml>
The following image offers how the example above might look in Code View:
Navigate to Modules and on the Content tab, select Bid Postings:
Locate the category you would like to add a bid to and click the Choose an Action dropdown menu, then choose the Add Item option:
Fill in the appropriate details about the bid that is being posted:
Bid Number: Number assigned to identify the bid
Bid Title: The title of the bid
Start Date/Start Time: When you would like the bid to be published
Publication Info: Add publication name
End Date/End Time: When you would like the bid status to change
Note:
A blank End Date will allow the bid to stay open until it is contracted
Submittal Info: How bids can be submitted
Bid Opening Info: If there are any special details about the bid opening
Status: Indicate the status of the bid
Addtl Status Info: If there are any additional comments about the bid status
Bid Recipient: The contact to receive bids
Description: Description of the bid
Qualifications: If there are any special qualifications to submit a bid
Special Requirements: If there are any special requirements for the bid
Miscellaneous Info: If there is any additional information about the bid
Addendum Date: Updated date, if applicable
Pre-bid Meeting: Details for a pre-bid meeting
Contact Person: The contact's name
Download Available: If there are downloadable documents for more information
Fee: If there is a fee for applying
Plan & Spec Available: If there are plans and specs available for the projects
Business Hours: Business hours of the contact posting the bid
Fax Number: If you have a fax number, you would like information about the bid
Plan Holders List: Details regarding whether a plan-holders list is used
Bid Posting Categories: The category or categories where you would like to add the bid
Choose a saving option:
Save: Will save the work as an unpublished draft
Save and Publish: Will save the work and publish it for viewing
If you choose Save and Publish, a dialog window will appear and give you the option to send a notification to subscribers:
Subject: Will autofill with the relevant subject line
Comments: Attach a brief description of the bid
Mobile Text/Push Message: Attach a message to the SMS notification
Include link to item: Checking this box provides a link to the item within the SMS message for a user to select while using their mobile device
Send: Two options will be visible (On Start Date and Immediately), and one will be automatically selected based on your entered Start Date:
If the Start Date is today, the Immediately option will be selected
If the Start Date is a future date, the On Start Date option will be selected
Send, Don’t Send, or Cancel:
Send: Will send the notification accordingly to those who have signed up in Notify Me for the selected Bids category and complete the publishing process
Don't Send: Will complete the publishing process without sending notifications
Cancel: Will close the Bids dialog box and return you to the Bid Details screen without publishing
Modify a Bid Posting
Navigate to Modules and on the Content tab, select Bid Postings:
Next to the relevant category, select Choose an Action and then View List:
Select the bid you wish to modify:
Make modifications:
Bid Number: Number assigned to identify the bid
Bid Title: Title of the bid
Start Date/ Start Time: When you would like the bid to become published
Publication Info: Where the info will appear
End Date/ End Time: When you would like the bid to unpublish
Note:
A blank End Date will allow for the bid to stay open until contracted.
Submittal Info: How the bids can be submitted
Bid Opening Info: If there are any special details about the bid opening
Status: To change the status of the bid
Add Status Info: If there are any additional comments about the status
Bid Recipient: The contact to receive bids
Description: Description of the bid
Qualifications: If there are any special qualifications to submit a bid
Special Requirements: If there are any special requirements for the bid
Miscellaneous Info: If there is any additional information about the bid
Addendum Date: Date updated, if applicable
Pre-bid Meeting: Details for a pre-bid meeting
Contact Person: The contact name
Download Available: If there are downloadable documents containing more information
Fee: If there is a fee for applying
Plan & Spec Available: If there are plans and specs available for the projects
Business Hours: Business hours of the contact posting the bid
Fax Number: If you have a fax number, you would like information about the bid
Plan Holders List: Details regarding whether a plan-holders list is used
Bid Posting Categories: The category or categories where you would like to add the bid
Select a save option:
Cancel: Will delete changes made
Save: Will save the changes without sending them for approval
Save and Send: Will save the changes and send them for approval
If you choose Save and Send, a Bids window will appear to give you the option to send a notification to subscribers:
Subject: Will auto-fill with the subject information
Comments: Attach a brief description of the bid
Mobile Text/Push Message: Attach a message to the SMS notification
Include link to item: Provides a link to the item within the SMS message, allowing users to select it through their mobile device.
Send
On Start Date: Sends the notification on the start date previously set
Immediately: Sends the notification immediately
Select Send, Don’t Send, or Cancel: The notification will then send accordingly to those who have signed up in Notify Me for the selected Bids category
Delete a Bid Posting
Who can use this feature?
System Administrator | Owner
Navigate to Modules and on the Content tab, select Bid Postings:
Select the category that contains the bid you want to delete:
Select Choose an Action and then Unpublish for the bid you wish to delete:
Select Choose an Action and then Delete for the now unpublished bid:
Select OK from the pop-up asking, Are you sure you want to delete this bid?:
