To open the criteria library, click the book icon:
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In the ‘Qualification criteria’ section
FIGURE: To open the criteria library in the ‘Qualification criteria’ section, click the book icon:
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In the ‘Sourcing items and criteria’ section
FIGURE: To open the criteria library in the ‘Sourcing items and criteria’ section, click the book icon
Criteria group search
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Search for a criteria group
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Keyword
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Select whether you want to search for the criteria group from qualification criteria or from sourcing items
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You can also select a criteria group (or several criteria groups) directly from the listing by clicking it
Attach a criteria group to a RFx
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Select the desired criteria group (NOTE: To view the contents of a criteria group, click the name of the criteria group)
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Select whether you want to attach the criteria group as a general criterion for the sub-area (group) or as a criterion applicable to all objects
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To attach the selected criteria group to request, click ‘Attach’ (or, in the case of qualification criteria, ‘As request qualification criteria’).
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The selected criteria groups are added to the general criterion field of the group or sub-area
FIGURE: Selecting a criteria group from the criteria library. Also select whether you want to add the group as being applicable to all objects or as a general criterion
If you want to move the criteria under a different objects, see article Moving and copying objects and criteria.
Exporting a criteria group to a criteria library
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Select the criteria of which you want to form a new criteria group
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If you want to select all the criteria of the object concerned, click ‘Select all criteria of the object’ in the object criteria title row
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If you only want to select a specific criterion, then only select the criterion concerned
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Select ‘Export the selections in the form of a criteria group >>’
FIGURE: Exporting criteria into the criteria library
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Enter a name for the criteria group
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Select the type of the criteria group
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Select whether the criteria group is for procurement objects (a procurement criteria group) or for suitability requirements (qualification criteria group)
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Click the red cross to delete criteria if applicable
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Save the group
FIGURE: Saving a criteria group into the criteria library
Managing criteria groups
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To manage a criteria group, click its name in the criteria library
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In the edit criteria group view, you can delete the desired criteria and, by clicking ‘Add a product association in the form of free text’, add a keyword for the criteria group to also target the search to this criteria group in the criteria group search
NOTE: You can edit criteria group's criteria content from criteria library that is found from Settings.