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.
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.