of a request is where all the information needed from Supplier is collected.
This is done by asking a variety of
question types. Information such as Certificates, Contact Details, Files,
Product & Service pricing and much more can be gathered here.
will be broken into the following sections: Section, Body of Text, Items,
importance of creating a section in SourceDogg is to Link together
Questions/Items and Body of Text under a general heading.
To add a
Section to a Blank Request, click ‘Add Content’ and select ‘Section’.
Section name and Save. Once this is
done, click the ‘Edit button’. This will allow you to Edit the Section name,
add a Body of Text and add other content to this section.
A Body of
Text is simply a statement or paragraph that can be entered into the content of
a Request. The body of Text does not have an answering field and can be used to
input information in Sections or as standalone.
to note: As Content is built on SourceDogg a Green
Square with a + symbol will appear. This is the shortcut to add content from
that point in the request. It gives the same drop down menu as the ‘Add
Content’ button at the top of the Content section.
is where Products and Services are added into the request. This can be done by:
Product/Service can be created as new;
the Library, where all Products/Services that have previously been created are
the Products & Services from an Excel template.
To create a
new Product or Service, select the option in the dropdown from the ‘Add
Content’. Product and Service are very similar in their creation. Select either Product or Service and the Item Creation fields
for will appear. See below for an explanation of these fields.
the information is completed in a Product or Service, it is stored in the Item
Library. The next screen grab shows the completed Item. Note the Multiple
uploaded files, the multiple quantities, codes, and notes.
the Item Library, there is complete access to all Products/Services that have
previously been created in other Requests. This is an extremely useful and time-saving area of SourceDogg as multiple
items can be added at the same time.
the Item Library, select ‘From Library…’ in the ‘Add Content’ drop down menu.
Use the Search bar at the top of the Library to search through item Names or
Codes. Page numbers are also on the top right which enables scrolling through
all of the items in the library.
an item from the library, by clicking ‘Add’ this will add this item to the content of the Request but it cannot be
edited once added. Multiple items can be selected to add.
of duplication in SourceDogg is to enable
the User to quickly copy items/questions and edit them. As explained above when
an item is added from the library it cannot be edited, however, if ‘Add as duplicate’ is selected, this will add the item
to the content but will allow any of the item's information to be edited.
is also possible from the Edit
icon in the item. By selecting Duplicate here, this will clone the item to the
bottom of the section. ‘Edit’ will allow the item to be edited assuming it is
not in use in another request. ‘Remove’ will remove the item from the Request
but not the Library.
an item the cursor will change to this icon. Once this cursor is visible, hold CTRL key and drag the item anywhere in the
request. This will also duplicate the Item.
option is useful if you would like to add multiple items to the request at once.
Rather than individually creating these items, SourceDogg enables the User to
‘bulk’ upload the Items from an Excel template. To begin the process, select
‘Import’ from the ‘Add Content’ Dropdown. The below Pop-up will appear.
As can be
seen in the instructions, this is a 5 step process. Clicking the highlighted template link will download the file.
Template is complete, save to ‘My Computer’. Back in SourceDogg, then select
‘Browse’, choose the file, and select ‘Import’.
it adds directly to the content as
seen here. In the example here, we can
4 items have been imported, but the
import function is most relevant when there are
items that need to be imported.
on the receiving end of this Request will
have the ability to download these items and upload them in bulk when the pricing is completed on the Excel form offline.
has a variety of Question types available to capture the information needed
within a Request. Each question has its own unique functionality. The questions
types are as follows: Radio Button, Checkbox, Dropdown, Freeform, Document,
Certificate, Contact Details, and Matrix Question. As with Items, any questions previously created are
available in the Library.
Radio button Question is used to provide multiple answer choices, but only one option
can be selected by the supplier. This
question option can be used for ‘Yes/No’, ‘Lead time’ type questions and much
more. In the ‘Add Content’ drop down
simply select Radio Button.
question creation box below will appear.
can enter the text of your question here
you define the answers that the supplier will be selecting from
you define the answers that the supplier will be selecting from
add more answer choices, click on this button and another answer choice will be
added. You can have an unlimited quantity
of answer choices added to your question.
a free text answer choice allows to add option that will give supplier the
ability to write their answer by text instead selecting one of the options
6. Answer is mandatory - enables to make this question mandatory for the supplier. The supplier will not be able to respond to your request if this answer is not answered.
7. The ‘Killer’ function allows the User to select an answer choice/choices that they would like ‘flagged’. If a Supplier selects a killer answer the User will be made aware of this in the response. See the “Response” section of this guide for more information. Selecting one or more answers as a Killer answer will display notifications if the supplier has used this option when responding during the evaluation stage.
of completed Radio Button questions:
Checkbox is very similar to the Radio Button Question above. The only
difference is instead of only allowing the Supplier to tick one option, they
can select multiple answers.
question can be used for ‘Which of the following…’, ‘Please Select the
relevant…’ and ‘Choose the….’ type questions.
‘Add Content’ drop down simply select Checkbox. The question creation box below
‘Killer’ function can also be used in the Checkbox questions.
to make a question Mandatory is also available for the Checkbox type question.
is an example of a completed Checkbox question.
to Note: To
distinguish between a Radio button Question and Checkbox question note the
shape of the tick box. A Radio Button has a
round tick box and a Checkbox has a square tick box.
Free text question is a question that allows a ‘block of text’ response from the
supplier, whether it’s one line answer or an ‘essay’ type answer.
question can be used for ‘Please explain…’, ‘What are the details of….’ and
‘How does…’ Type questions.
In the ‘Add Content’ drop down simply select Freeform. The question creation box below will appear.
you can write the question for the respondent to complete.
this option will make the question mandatory and the supplier will not be able
to submit a response to your RFx without
validation pattern. This allows you to define the formula that will be used to
verify the content of the supplier answer. Only data entered matching the
validation pattern will be accepted as a valid answer.
enter the validation pattern using Regular Expressions or click on “Help with
this pattern” where several examples are saved. The Validation Help Text is
mandatory field when using the validation pattern as it helps the supplier to
understand the requirements.
completed Freeform Question.
Document Question allows the User to gather any number of documents from the
question can be used for ‘Please attach…’, or ‘Include Supporting Documents’
‘Add Content’ drop down simply select Document. The question creation box below
selecting the Excel Template Question checkbox, this will extend the
functionality of the document question and you will be able to upload the
pricing template for the suppliers to fill with the information required. The
template to be used must be in excel format and cannot have any merged cells.
SourceDogg recommends using simple
spreadsheets without pictures to achieve the best results when exporting the
option is selected, the supplier must download the template and then upload it
back with their pricing data into the same question. Please note that once a document question has been converted to an
Excel Template Question, the supplier can only respond to that question by
uploading an updated copy of the template. Other files will be blocked.
Certificate Question allows the User collect certificates or document that are
registered Documents with an Issue and Expiry date. The date collected here
will be visible on the Supplier Profile.
question can be used for ‘ISO Certs’ and ‘Insurance Details’ type questions.
‘Add Content’ drop down simply select Certificate. The question creation box
below will appear.
Certificate question. Note the Square at the bottom is the view the Supplier
will see the Certificate Question.
Question allows you to capture information on individual contacts such as Name,
Role, Phone, Mobile, Fax, Email, and Address.
allows the User to select whether certain fields are Hidden, Optional or
Required for the Supplier to complete upon response.
question can be used for ‘Account Manager’ and ‘Point of Escalation’ type
‘Add Content’ drop down simply select Contact details. The question creation
box below will appear.
completed Contact Details
Question is shown above.
question allows you to capture the data
in the form of an Excel-like spreadsheet.
You can add
the number of rows and columns so it matches the requirement you have for the
data you are collecting from suppliers. To do this, right-click on any cell in the matrix and select the appropriate option. To select multiple cells, click
on the cells and then move the mouse in selected direction to include
additional cells into your selection. If you click on the column or row, all
the relevant cells will be selected.
you now use right click, all the actions done will apply to all cells that have
It is also
possible to set up a validation pattern for each cell, or for rows or columns
as needed. This will ensure the consistency of data entered by suppliers. To
activate the validation pattern, select one of the cells, right click and
select Set validation from the context menu.
can select the range you want to apply the validation for, e.g. Cell, Column or
Row. You can also select the validation type from the Cell Type menu, currently
available are validations by number, date, the length of the text, time or dropdown list.
validation pattern is set up for the cell or range of cells, this is indicated
by the dark grey colour as on the picture below.
have the option to make the cells read-only by selecting this option in the context menu or use the checkbox Answer
is Mandatory for making all the cells mandatory for the supplier.
Cells in a
matrix question can optionally contain formulas to allow you to build complex
begin with an equals sign and may contain common operators +,-,/,*,numbers,
references to other cells, parenthesis(,) and the functions listed below.
The list of
all supported functions is below:
Response View is displayed below the Matrix question set up at all times.
to make the Matrix question mandatory also exists, in this case, suppliers will have to answer all cells
in the matrix that are not read-only
question type can be used to define the list of options the supplier will
select from - they will not be required to type anything when answering the
dropdown question. It is used for questions similar to “Where is your company
HQ” or “Select the category of products you provide”. This is especially useful
if the list is too long to be easily capture in a Radio-button question.
To complete the
question, type the question into text box first. Then select the dropdown options from the existing list or
create a new one by clicking on the Add
selecting the existing dropdown list this
will open the predefined options from the list and you can select if any of the answers are to be a “killer” answer.
Also, you can select one of the options as default and this will then be
pre-selected for a supplier when answering the question.
creating a new dropdown list, the click
on “Add Option” button and keep adding required amount of options.
one of the options, the click on the
small X sign next to the option. One of the options in the newly created list
can be selected as a default, to do this, click on the “Is Default” button. The Default option will be prepopulated in
the field and the respondent will have to click and select another option if
required. Any of the options can be selected to be a killer answer. To make an
option a killer, tick the associated ‘Is Killer’
A list can
then be named and saved for repeated use by selecting the “Save as reusable
list” checkbox. This will save the list into the Dropdown Custom Lists settings
in the admin module and allow the same list to be re-used anytime it is required.
If this option is not selected, the list will not be saved and will only be
used for this one question.
It is also
possible to make any dropdown type question mandatory.
Library has exactly the same functionality as the Items Library. Please see the
‘Items Library’ section for more information.
also have the same Duplicate functionality as items. By clicking on the Pen
icon, the User can choose between Edit, Duplicate or Remove.
Duplicate here, will clone the question and move it to the bottom of the
will allow the question to be edited assuming it is not being used in another
request. ‘Remove’ will remove the question from the Request, but not the Question
import is the last option in the menu list and it allows you to design the
questions in an excel template and then upload this, populating the request
with these questions. All questions are supported except for Matrix question.
For details on how to create individual questions please refer to “Introduction
sheet” within the template file.
the template, find the path to your prepared file and click on the Import
sub-questions you can create. Suppliers will be required to answer the
sub-questions and depending on how they answer the main question and how the
rules for the questions are set up.
The first step in setting up a Guard Question is to create
either a Radio Button, Checkbox, or Dropdown question.
Once the question is created, click on the pencil icon next
to the question to open the dropdown menu.
To add a sub-question, click the “Add Sub-question” button
and select the element you would like to add. Any type of question can be added
as a sub-question and user can also add products or services as sub-question. It
is also possible to select that a Body of Text option be displayed.
When a sub-question is added, it is placed below the Parent
Question and is indented and marked with an arrow icon.
The Display Logic settings are where you create the rules
governing what sub-questions will appear depending on what Parent Question
options are chosen by the respondent.
To define the rules for displaying a sub-question, click on
the “Display Logic” button and fill the information required.
When setting up rules for displaying the question, firstly
you need to define the rule - whether this should “Equal To” or “Not Equal To”
the answer options selected, then you must select
single or multiple answer(s) from the list and select answers condition. These can be “All of the above” which means the
rule is matched if supplier selects all the answer choices or “Any of the
above” in which case only one of the answer options can be selected and the
rule will apply. For the final step, the
user sets if the question should be active or inactive if the rules above are
matched via selecting from the options in the State dropdown.
to the complexity of the guard questions,
the scoring is disabled if there is any guard question used in the RFx.
questions are moved within sections of an RFx, the Display Logic is broken and
must be set up again.
3. The request cannot be published until logic is activated for each sub-question.