Who can use this feature?
System Administrator | Owner | Publisher
Add a Bid
Important Note:
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.
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Save: Will save the work as an unpublished draft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 popup asking, Are you sure you want to delete this bid?:
