Suitability requirements (UX)

Suitability requirements are prepared in the form of requirements or other questions related to the tenderer or the tender. A form page for Tarjouspalvelu.fi will be automatically generated on the ‘Suitability requirements’ tab using which the tenderer will answer the questions defined. 

Introduction 

Select an introduction for the suitability requirements from the pre-saved texts if applicable, or enter the introduction directly into the text field 

Create suitability requirements 

To create a new suitability requirement, enter the requirement in the ‘New requirement’ field   

FIGURE: ‘Suitability requirements’ section  

Select a field type for the suitability requirement 

• Numeric   

  • The tenderer enters numerical information 

  • Select the field suffix or unit 

  • Minimum and/or maximum values can be defined if applicable   

  • Can be defined as mandatory by selecting ‘Entry is required’ 

  • The number of decimal places in the value entered by the tenderer can be limited 

FIGURE: Setting up a numerical criterion 

• For your information 

  • Text for information for the tenderer, no answer required 

• Uploadable 

  • The tenderer uploads a file 

  • Can be defined as mandatory by selecting ‘Uploading is required’ 

• Text 

  • The tenderer enters free-form text 

  • Can be defined as mandatory by selecting ‘Entry is required’ 

  • A maximum length can be defined for the answer (X characters) 

  • The allowed answer can be defined as being  

    • single-line 

    • multiple-line 

    • or single or multiple-line 

FIGURE: Setting up a text-type criterion  

• Menu 

  • A drop-down menu from which the supplier may choose the desired option 

  • Restrictions can be set up for the tenderer’s selection  

    • Selection not restricted 

      • Tenderers may select as many options as they please or leave the question unanswered 

    • Choose not more than one 

      • Tenderers may choose one option or leave the question unanswered 

    • Choose at least one 

      • Tenderers must choose one or several options (the question is mandatory in this case) 

    • Choose one 

      • Tenderers must choose one option (the question is mandatory in this case) 

  • To add a menu option, enter it under ‘New selection row’ 

FIGURE: Setting up a menu criterion  

• Yes/no 

  • The tenderer answers ‘Yes’ or ‘No’ 

  • The question may be mandatory or optional 

  • The ‘Yes’ or ‘No’ answer can be defined as mandatory  

  • Conditional criteria can be set up for the criterion 

    • Select ‘Includes criteria for which "Yes" is required’ to define a new question that will be displayed if the tenderer answers ‘Yes’ to the original question 

    • Select ‘Includes criteria for which "No" is required’ to define a new question that will be displayed if the tenderer answers ‘No’ to the original question 

FIGURE: Setting up a Yes/No criterion. In the example, a Yes/No criterion has been set up in such a way that ‘No’ will display a new question.   

• Record 

  • A desired set of questions is prepared to which the tenderer is required to answer x times (e.g. references) 

    • Create the questions/criteria one below the other under ‘Record criteria’ 

  • If applicable, define the minimum and/or maximum number of times the tenderer is required to answer to the set of questions 

    • The question will be optional if no values are defined in these fields 

  • The tenderer may add a new set of questions in the Supplier Portal under ‘Add row>>’

FIGURE: Setting up a record criterion and what the criterion will look like to the tenderer   

• Subheading 

  • Subheadings for structuring and clarifying the requirements 

Edit suitability requirements 

Edit all requirements 

• Click the red cross to delete the selected requirements all at once 

  • At the end of each respective line, select the requirements you want to delete 

• Export the selections in the form of a criteria group  

  • Select the criteria you want to save in the criteria library as a group (See the criteria library instructions) 

• Click to book icon to access the criteria library 

  • From the criteria library, you can create a pre-defined suitability requirements group for the procurement concerned 

FIGURE: Edit options for suitability requirements 

Edit individual requirements 

• Click the red cross to delete the criterion if applicable 

• To change the order of the suitability requirements, drag and drop the desired criterion to the desired location.  

Functions menu  

• Each suitability requirement and its criterion has a ‘Functions’ menu 

• Close criterion 

  • Hides the details of the suitability requirement (only displays the title of the suitability requirement) 

  • To edit a suitability requirement, you will first need to open it from the ‘Open all requirements’ icon 

FIGURE: Functions menu for suitability requirements 

• Move or copy criterion 

  • You can move a suitability requirement to another location or copy it 

  • A listing of the locations where the requirements of the criterion can be moved or copied to will open in a separate window 

    • Move or copy requirement as a conditional criterion of a Yes/No criterion 

      • Add to "Yes" option 

      • Add to "No" option 

    • Select ‘As a new requirement’ to copy the requirement as a new requirement  

FIGURE: Copy a suitability requirement as a new requirement 

• Click the square icon to set up additional information for the criterion  

  • In the Supplier Portal, the additional information will be displayed for suppliers under the question mark of the criterion concerned  

FIGURE: Adding additional information for a criterion