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.
Detailed Explanation
Ensure you are on the Periods tab.
Click the Add button.
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.
Enter June_2021 into the Name field.
Let's now set the appropriate dates for the bid period.
Click the Start date | Month dropdown button.
Click the June list item.
Click the Start Date | Day dropdown button.
Click the 1 list item.
Click the End Date | Month dropdown button.
Click the June list item.
Click the End Date | Day dropdown button.
Click the Down vertical scroll bar.
Click the 30 list item.
Click the Save button.
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.
Click the Prepare button.
Click the Config tab.
Now the new bid period is available in the dropdown boxes for the other tabs.
Click the Configuration for dropdown button.
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.