How to Open a New Tender Case & Track Deadlines
Opening a new tender case is the first step in the workflow.
Creating a Case
- From the Dashboard or Case Registry, click Start New Tender Case.
- Fill in the required fields:
- Reference No: The official tender number (e.g., TNPA/2024/001).
- Client Name: The entity issuing the tender.
- Deadline: Similar to a calendar event, select the exact date and time.
- Scope of Work: A brief description of the requirements.
- Click Initialize Case Workspace.
Tracking Deadlines
The system automatically tracks time remaining:
- > 5 Days: Standard view.
- < 5 Days: Marked as CLOSING SOON with an urgent icon.
- Past Deadline: Marked as Closed.
