There are two ways to filter on this screen. You can filter on an event type by clicking on either ‘RFQ’ or ‘Auctions’ at the top of the screen. Clicking on the home icon shows all event types.
Another way to filter the list of events you see on the screen is by typing either all or part of an event name in the Filter box (Figure 2). For example, typing “Pa” filters on ‘Packaging RFQ’ since that event starts with those characters. The filter is case-sensitive so be sure to capitalize the first letter! As another example, typing ‘nen’ shows the Electrical Components event since it contains that set of characters.
Click the ‘x’ icon to undo the filter.
Copy an Event
You can copy most elements of an event such as RFI questions, the cost calculation and event settings – along with the lots.
Click the down-arrow button next to 'Open' for the event you'd like to copy. Then, select 'Copy' (Figure 3; click image to view a larger version).
Currently, the following elements can be copied:
- Event Design - this includes information on the 'Overview' screen, such as the summary, description, and currency data; RFI questions; cost formulas; and event settings
Archive an Event
Archiving an event hides it from the active view. The active view is the default filter for the 'All Events' screen. To view all events - both active and archived - click the down-arrow button to the right of the filter box and select 'Show All'.
To archive an event, click the down-arrow button next to 'Open' for that event. Then, select 'Archive'. The event disappears from the active view.You can also filter on just your archived events by selecting 'Show Archived'.
To restore an archived event simply click the 'Restore' button next to the event.
Adding and Managing Team Members
If you are the event creator or have an 'Admin' role for an event (roles are explained below), you can add users to the event and manage their roles.
Add a team member to an event by clicking the '+ Add team member' link located on the far left, below the event name. Then, search for the team member using his or her email address. Next, assign a role to the selected user. By default, an added user is given the 'Editor' role. The roles are as follows:
- Admin – has full rights (can create, edit, and delete data) and add team members – it’s the same role assigned to the event creator
- Editor – cannot delete an event nor add team members; but can create, edit, and delete data
- Reviewer – can view the information within an event but cannot add or modify data
After assigning a role to the user, click 'Save changes'.
The team member's name now appears in the 'Team' section below the event name on the 'All Events' screen. If you need to change the role, click on the team member's name from the 'Team' section, select a new role, and save the changes.
To remove a team member from an event, click on that team member's name and click the 'Remove from team' button in the resulting pop-up window.
On the 'All Events' screen, note that each event has a status associated with it, such as 'Event has not yet been published', 'Round 1 closes in 14 days, 03 hours', and 'Event closed on....'. Only events that have a status of 'Event has not yet been published' can be deleted.
Once an event has been published, you'll see a real-time status of the event (e.g., 'Round 2 has been scheduled to start....'). Other states, and what they mean, are:
- Event has not yet been published – the event is being readied and bidders can’t see the event
- Event closed – for auctions, when bidding has ended; for RFQ/Ps, when the final winning scenario has been selected
- Event paused – the event has been paused by the purchaser; bidders won't be able to respond to RFI questions or enter bids
- Purchaser-only event – this is the status shown for single round events with offline bidding