Request For Proposal (RFP) management
Files
The access to the “RFP Sales Management” module is done via a specialized “control panel” interface which aims at ensuring that the operator will control each of the relevant sale information.
The information is created automatically from your daily activities. It will thus be easy for you to consult the various panels and tabs to obtain or manage quickly and effectively your essential information.
To get started, you can select using the radio buttons, the list of files that are either opened, waiting for an answer, sold, not sold or all of them. This selection will define the accessible files until a new selection is selected.
For each file, you can create or manage one or more distinct projects. You can select the active project. The “New” button will make it possible to create new projects to be added to an exiting file or new files.
Two TABs are located at the bottom of the main screen to provide access to:
1. general information which also includes the projects status
2. the history of events which are split into two options:
a. Events
b. Notes
General overview
Six important dates will be managed under the “General overview” tab. The posted files reflect your preferences selection. The colors of posting of each file are consistent with their status.
You can sort in ascending or decreasing order by clicking on the selected column title. Automatically, for the remaining of your operations, your files will remain in this sorting order.
Projects statistic
The “Project Statistic” tab makes it possible to view in graphic mode the distribution of files.
Command line Buttons
Some of the next described icons are available only as options. Consult your adviser MDI to obtain more information.
Open files - Screen gives access to the list of your projects as well as the public projects when the selected option is activated.
Electronic Update of projects – Allows for electronic update of the offers received from the carriers. Information such as: the project name, creator, source, basic project are posted. A space is also available to post message.
User Hierarchy – gives access to a management screen allowing full control over the list of all lower level users, the names of their files, their projects, the effective dates as well as their status.
Role Change (if applicable) allow for switching between assigned roles.
Usage Statistics – provides a quick access to the monthly usage information for each user including the number of access and minutes. A sub-menu makes it possible to select previous years for comparative purpose.
Preferences – Allows defining your operating preference:
· Posting of the public files
· Posting of all authorized projects
· Selecting the Font style and size
· Selecting language of operation.
Hierarchy management
This option is designed for larger operators who will need to manage various levels of users. Using this tool a user can control the access of any files that are managed by lower levels. A user cannot access files of equivalent or superior level unless the files are assigned as “public”.