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Create a bid period

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1       Introduction 

Create a bid period 

In this topic we review how to create a new bid period and prepare it for activation. 

We estimate that this will take 2 minutes to complete.

2       Detailed Explanation 

Ensure you are on the Periods tab. 

Interaction 1

Interaction 1 Click the Add button.

Interaction 1Interaction 1

Interaction 1 Click the Name input field.

HINT 

Be mindful of your naming convention. Keep them consistent throughout to allow you to easily identify your different bid periods. 

Trigger 2 Enter June_2021 into the Name field.

Let's now set the appropriate dates for the bid period. 

Interaction 2Interaction 1

Interaction 1 Click the Start date | Month dropdown button.

Interaction 2 Click the June list item.

Interaction 2Interaction 1

Interaction 1 Click the Start Date | Day dropdown button.

Interaction 2 Click the 1 list item.

Interaction 2Interaction 1

Interaction 1 Click the End Date | Month dropdown button.

Interaction 2 Click the June list item.

Interaction 3Interaction 2Interaction 1

Interaction 1 Click the End Date | Day dropdown button.

Interaction 2 Click the Down vertical scroll bar.

Interaction 3 Click the 30 list item.

Interaction 1

Interaction 1 Click the Save button.

Interaction 1

Interaction 1 Click June_2021.

The Prepared column shows the status of the bid periods. In this case, we have not yet prepared the period we have created.

ATTENTION 

The only time a period can be deleted is prior to it being prepared. If the time period check mark indicates the period is prepared, you must log a support ticket to make changes.
 

Interaction 1

Interaction 1 Click the Prepare button.

Interaction 1

Interaction 1 Click the Config tab.

Now the new bid period is available in the dropdown boxes for the other tabs.

Interaction 2Interaction 1

Interaction 1 Click the Configuration for dropdown button.

Interaction 2 Click the June_2021 list item.

Any changes that need to happen for the bid period can now be made, such as changes to base configurations, absence codes, or reserve codes. 

ATTENTION 

Once a period has been activated, it cannot be changed without raising a support ticket. 

SUCCESS 

Congratulations! You have successfully

reviewed how to create a new bid period and prepare it for activation.
 

 

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