- Log-in to ReqMan.
- Expand your project in the tree menu.
- Expand the Invitation To Tender module in the tree menu.
- Click Tenders.
- Click one of the tenders that you have created.
- Click one of the iterations that you have created.
- Click new questionnaire.
- Fill in header information for the questionnaire (see the right hand side)
- Click save. You are now transferred to a page where you can select which requirements to include on your questionnaire.
- (Optional) Select filters and click search.
- Select all or individual requirements, and click add to questionnaire.
- Repeat the two previous steps until you have the requirements you want. Requirements added are shown and you can remove any requirements that you don’t want to include.
- Click manage questions.
- Questions on the questionnaires are organized in groups. Type in a questionnaire group name. For example, “Compliant” or simply “Questions”.
- Add questions (see the right hand side)
- Click preview to see the combined page with the requirements that you selected and the questions you just defined repeated for each requirement.
- Click manage questions if you want to change options or add another question.
- (Optional) To add more questionnaires to the iteration before sending out invitations, repeat the steps above.
- Click Send selected invitations.
- Select Send selected invitations, and select the users that should be invited.
- Click send.
Tip: You can also invite users using Invitation To Tender -> Tenders -> Iteration -> Send Invitations.