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Emptoris SP Help > User guide >

RFI guide

   

IBM Emptoris
User guide for responding to a request for information


Logging in
Open an internet browser and go the Emptoris Splashpage and select 'here' to log-on. Type in your IBM id and password and click on the submit button. If you need additional assistance about logging in, please refer to the "Getting started" section and go to Logging on and off of Emptoris SP.

Reviewing the RFI
To review the summary of the RFI, select the Summary icon (located in the second column next to the name of the RFx) to display the summary. Read the information on the IBM buyer, the schedule and attachment containing the terms and conditions. To review the RFI, select the view/respond to RFx button under the column header select.

Accepting the invitation
You will see a screen that asks you to confirm your acceptance of the invitation. Enter an optional comment and select OK to accept. Accepting the invitation means you will be sending a response to the request. Now you are ready to view and respond to the RFI. To decline the invitation, select the red decline button. This will remove the RFI from the RFx screen and send a notification back to the buyer.

To open attachments
You must select the RFx Attachments link. Then from the next window right mouse click on the Attachment Content and select “SAVE TARGET AS…” Save the attachment on your local system.

To upload an attachment at the RFI level
Select the add/view your attachments tab. Select the add attachment button, name the attachment and then select the location on your local system where the attachment you are looking to upload resides.

Responding within the RFI
To place a response select the place response button next to the Questionnaire you wish to respond. (Please note, you will only see the " place response" button if you’ve accepted the invitation and the RFx is in an open status. After you select “place response”, you will see a screen with the RFI questions and places to put your answers. You must answer all required questions (required questions have a star next to them) in order to save your response. Select the save button to save your responses.

HINT: Frequent saving of your responses is recommended, as the system will automatically log you off if you’re inactive for 30 minutes.

Uploading RFx attachments
To upload an attachment as part of each answer, select the attachments link to the right of each question. Select add attachments, name the attachment and then select the location on your local system where the attachment you are looking to upload resides.

After saving your response, you will receive confirmation that your changes have been saved successfully. Scroll through and select close. This has saved your responses in a draft response status. You must select the submit all draft responses button to complete the response to the IBM buyer.

To Edit a Response
Select the revise response button next to the questionnaire, type in your changes, and select the save button.

Once you have completed your bidding, you can log out of the system by selecting the log-out function on the top right of your screen.
 


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