Result or Product of this Process
Process used to gather responses for RFQ's for Movers.
Process Details
- This process starts with an email notification to the reviewer that there is an RFQ that requires their review.
- The primary actor for this process is the reviewer.
- The process does not spawn other processes.
Start
- The e-Builder Processes screen appears. The Initiator should fill in the Subject for their process, and also the Initiator is given the opportunity to fill out many fields related to their firm. These fields fall into the categories, Firm Information, Billing Information, Local Address, Contact Details, Type of Firm, Firm Certifications & Registration, Key Personnel, Business & Financial Information, Disclosures & General Questions, Safety & Insurance, Sustainability Programs & Operational Information, Experience with Partner Model, Vendor Comments, Documents.
- Upon submission the next step is Vendor Mgt Review.
Requestor Notified
- This Automation step sends an email to the Contact e-mail provided on the Start page. If the email is sent successfully the Success field is changed to True.
- Upon successful completion of this e-mail automation step the process moves to the Requestor notified? conditional
Requestor Not Notified
- The process reaches this step because the email notification sent in the Requestor Notified automation step was not sent successfully. The Initiator should update the e-mail address provided.
- Upon submission the next step is Requestor Notified.
Vendor Mgt Review
- The Vendor Manager reviews the information that has been entered into the process, they are given an opportunity to update the Subject of the process and to indicate whether or not the vendor is in e-Builder and is a Priority Vendor.
- Upon taking the Reviewed action the next step is PM Review.
PM Review
- In this step the Project Manager reviews the information that has been entered into the system, enters any comments they have, and confirms whether or not the Vendor is in e-Builder. They are also given the opportunity to update the process subject.
- Upon taking the Reviewed action the next step is Vendor in e-Builder.
Vendor Mgt Enter Company in EB
- In this step the Vendor Manager adds the Company into e-Builder if they are not already added to the system.
- Upon taking the Vendor Added action the process is moved to the Finish step.
Vendor in e-Builder
- This conditional looks at the Confirm Vendor is in e-Builder field.
- If the conditional evaluates to True (Yes) the next step is Finish.
- If the conditional evaluates to False (No) the next step is Vendor Mgt Enter Company in EB.
Requestor notified?
- This conditional looks at the Success field.
- If the conditional evaluates to True (Yes) the next step is Vendor Mgt Review.
- If the conditional evaluates to False (No) the next step is Requestor Not Notified.
Finish
