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Amend Workflow

1. Search Functionality 

Search for the Published RFP in list page

Search Functionality 

2. Edit Document Button

Click this button to modify the existing document entry.

Edit Document Button

3. Amendment Button

Click to Amendment Button

Amendment Button

4. Amendment Reason Selection

Choose a reason for the amendment from the dropdown menu.

Amendment Reason Selection

5. Description Entry Field

Enter your detailed amendment description here.

Description Entry Field

6. Amendment Button

Click the Amendment button to submit changes to the form.

Amendment Button

7. Publish Button Highlighted

Click the Publish button to finalize your changes.

Publish Button Highlighted

8. Confirmation Dialog Box

Select 'Yes' to proceed with the action.

Confirmation Dialog Box

9. Confirmation Dialog

Proceed by clicking 'Yes' to confirm your action.

Confirmation Dialog

10. Status Indication

Observe the current status once the RFP is amend.

Status Indication

11. Logout Button Location

Click here to log out of the application.

Logout Button Location

12. Main Navigation Menu

Clcik on main navigation menu

Main Navigation Menu

13. Process Actions Menu

Select this option to view and manage process-related actions.

Process Actions Menu

14. Task Name Highlight

Review the task name and click on it

Task Name Highlight

15. Next Actions Button

Select the 'Next Actions' dropdown to explore additional options for your proposal.

Next Actions Button

16. Send to Committee Option

Click on 'Send To Committee' to proceed with submitting the proposal for committee review.

Send to Committee Option

17. Comment Entry Box

Input your comment in the field provided and choose either 'Submit' to save or 'Cancel' to discard your entry.

Comment Entry Box

18. Submit Button Highlight

Click the button to submit your comment.

Submit Button Highlight

19. Logout Option

Click to log out of the account.

Logout Option

20. Login Button

Login with committe member credentials

Login Button

21. Process Actions Menu

Access the options to manage and execute various process-related tasks.

Process Actions Menu

22. Task Name Highlighted

Click on the task

Task Name Highlighted

23. Next Actions Button

Click next section to select the option

Next Actions Button

24. Approve Option

Select this option to approve the request.

Approve Option

25. Enter Comment Dialog Box

Type your comment in the provided field and click 'Submit' to save or 'Cancel' to discard.

Enter Comment Dialog Box

26. Submit Button in Comment Section

Click this button to submit your comment.

Submit Button in Comment Section

27. Login Button Highlighted

Login as committe member

Login Button Highlighted

28. Navigate to Process Actions

Select 'Process Actions' from the main navigation menu to access related tasks and functionalities.

Navigate to Process Actions

29. Review Task Highlighted

Examine the RFP amendment review task assigned to committee members for detailed insights.

Review Task Highlighted

30. Next Actions Menu

Select this button to view and navigate additional actions available for this proposal.

Next Actions Menu

31. Approval Button in Proposal Form

Select 'Approve' to confirm the proposal submission.

Approval Button in Proposal Form

32. Comment Entry Box

Enter your comment in the provided text field. Click 'Submit' to confirm or 'Cancel' to discard.

Comment Entry Box

33. Submit Button in Comment Box

Click to submit your comment after typing in the provided text box.

Submit Button in Comment Box

34. Logout Button

Click here to log out of your account.

Logout Button

35. Login as Committe Member

Login to the account with committe member credentials.

Login as Committe Member

36. Process Actions Menu

Access the Process Actions section

Process Actions Menu

37. RFP Amendment Task

Review the RFP amendment by committee members.

RFP Amendment Task

38. Enter a Comment

Provide your comment in the text area and click Submit to proceed or Cancel to exit.

Enter a Comment

39. Submit Button in Comment Box

Click to submit your comment for approval.

Submit Button in Comment Box

40. Logout Button

Click to log out of your account.

Logout Button

41. Login as Committe head

Click to proceed with logging in to your account.

Login as Committe head

42. Process Actions Menu

Access and manage various process-related actions within the system.

Process Actions Menu

43. Task Name Highlight

Review and amend the RFP with the committee head.

Task Name Highlight

44. Next Actions Button

Select the 'Next Actions' button to proceed with additional options.

Next Actions Button

45. Approval Action

Select this option to approve the proposal request.

Approval Action

46. Enter Comment Box

Type your comment into the provided field and then click Submit to save or Cancel to dismiss.

Enter Comment Box

47. Submit Button

Click to finalize and submit your comment.

Submit Button

48. User Logout Option

Select this option to log out of your account.

User Logout Option

49. Login As Procurement Manager

Click to log in

Login As Procurement Manager

50. Process Actions Menu

Access and manage process-related actions efficiently.

Process Actions Menu

51. RFP Amendment Task

Click on RFP Amendment by Procurement Manager

RFP Amendment Task

52. Next Actions Button

Click on this button to view or select the subsequent actions available.

Next Actions Button

53. Approval Action

Select the option to approve the request.

Approval Action

54. Comment Entry Box

Enter your comment in the provided text field.

Comment Entry Box

55. Submit Button Highlighted

Click the submit button to finalize your comment entry.

Submit Button Highlighted

56. Logout Button

Click to log out of the current session.

Logout Button

57. Login As HOD

Click on log in

Login As HOD

58. Navigating Process Actions

Access and manage workflow actions by selecting this menu item on the left.

Navigating Process Actions

59. RFP Amendment Review Task

Review the RFP amendment task assigned to the Head of Department.

RFP Amendment Review Task

60. Next Actions Menu

Select the 'Next Actions' dropdown to view additional options.

Next Actions Menu

61. Approve Action Selection

Select 'Approve' to proceed with confirming the proposal.

Approve Action Selection

62. Comment Input Field

Enter your comment in the provided field and click 'Submit' to save or 'Cancel' to discard.

Comment Input Field

63. Submit Button

Click the button to submit your comment.

Submit Button

64. Logout Button Area

Click here to log out from your account.

Logout Button Area

65. Login AS CEO

Click the login button

Login AS CEO

66. Process Actions Menu

Access and manage the available process actions from this menu option.

Process Actions Menu

67. RFP Amendment Review Task

Examine the RFP amendment assigned for CEO review and ensure all details are accurate.

RFP Amendment Review Task

68. Next Actions Button

Click on the 'Next Actions' button to view further options.

Next Actions Button

69. Approval Button in Action Menu

Select 'Approve' to confirm and proceed with the approval process.

Approval Button in Action Menu

70. Comment Entry Box

Provide your comment in the text box and click 'Submit' to save or 'Cancel' to discard.

Comment Entry Box

71. Submit Comment Button

Click to submit your comment or feedback.

Submit Comment Button

72. Task Approval Highlight

Click on RFP amendment for Publishing

Task Approval Highlight

73. Next Actions Menu

Select the appropriate next action from the dropdown options.

Next Actions Menu

74. Publish RFQ Action

Click to publish the request for quotation.

Publish RFQ Action

75. Enter Comment Section

Provide your comment in the text box and click Submit to proceed.

Enter Comment Section

76. Submit Button for Proposal

Click the Submit button to finalize and send your comment.

Submit Button for Proposal

77. Verify the Status Once the RFP is PUblished by CEO

Status of RFP must set to Published

Verify the Status Once the RFP is PUblished by CEO

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