How Do I Launch the RFX Event? What Should I Check at the Summary Section?

The summary section provides an overview of what was filled up and completed.

i. Click the drop down tab to access details of each section. Evaluate and check on the details including start and end date, publish date, approval levels, invited suppliers, meeting schedules, questionnaires, bill of quantities, envelopes, event timeline and etc. 

Take time to review all the tabs in the summary page to ensure that;

• The correct event details were filled up.
• Required documents are listed in attachments.
• List of suppliers to be invited are finalized.
• Meetings are scheduled.(If needed)
• Questionnaires and Bill of Quantity are accurately entered.
• Envelopes for submission are set up correctly.
• Timelines for event start and end date are accurate.
• Team members that should be involved in the event are included in the list as viewers and editors.
• Approval route and approver availability is fine.

ii. Click Previous to go back and make changes before finishing the Event.

iii. Click Finish to finalize your event. The event will progress to the approval stage before being published to suppliers.