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Checklist

Tue, 2015-12-08 09:00 — amitra

Overview

Refers to the list of required documents that a Vendor (Merchant) needs to submit based on the conditions set forth by the system administrator. These are Procurement Classification, Procurement Mode and Applicable Procurement Rules.

 

Navigation

Catalogues ► Checklist

 

Checklist screen Fields

Field

Description

Code

Unique identification code of Checklist either entered by user or system generated as defined by set-up parameters.

Active

This field defines whether the record is for used or reference purpose only. Default value is true.

Procurement Classification

Procurement Classification may be Civil Works, Goods, Consulting Services, Infrastructure, etc. Goods is the default value.

Description

Checklist name is mentioned in this field.

Procurement Mode

The condition referring to the Procurement Mode.

Trade Agreement

Trade Agreementto be selected from dropdown box.

Stages

Collection of Category for the given Notice and Bid Process.


Procedure

User: Admin

  1. User is logged into the system.
  2. User goes to Checklist option.
  3. System presents Checklist form.
  4. User clicks on ‘Create’ Button.
  5. User fills out the Checklist information form presented by the system.
  6. User attach the Stages for a particular Checklist.
  7. User clicks ‘Save’ button to save the Checklist information.
  8. If user does not save the Checklist information, system does not record it.