Phase

Descriptions

Created

This is the initial phase of the RFx. Most RFx information is entered during this phase, including basic information, collaborators, scorers, questions, and line items.

Waiting for Approval

An RFx in this phase must be approved by all collaborators who are designated as Approvers before it can be advanced to the next phase. To choose an approver, add a collaborator on the Header page and then choose Approver from the drop-down list in the Role column. If no approvers have been assigned to the RFx, you can advance it to the next phase without approval. The RFx can be edited while in this phase.

Open for Review

In this RFx phase, suppliers are notified about the RFx and can view their responses but cannot yet edit them. In this phase, you can edit only the preferences, weights, and total cost fields in the question sections.

Open for Response

In this RFx phase, suppliers can edit and submit their responses.

Closed to Response

In this RFx phase, suppliers can no longer respond to the RFx. The document owner can complete any manual scoring and weight adjustments that are necessary before awarding the RFx.

Awarded

In this RFx phase, scoring and weighting are locked and the RFx is awarded to one or more suppliers. During a simple award, the RFx is automatically advanced to this phase. For a scenario award, the document owner must manually advance the RFx to this phase. The phases used in an RFx are determined by the RFx type.