Gating

Gating questions are a powerful feature in online bidding and event management, streamlining bidder participation and enhancing security. They provide an added layer of security by enabling Events to be gated and kept confidential, safeguarding sensitive information from unauthorized access. Users can choose between single or double gating options, granting Bidders the freedom to select from multiple choices, while purchasers maintain control by defining acceptable answers for access.

Event gating

When Event gating is selected as a response in an RFI question, Bidders are required to provide a response to access event information and documents. 

The Bid sheet tab, Discounts tab and capacity tab will remain gated until the Bidder has answered the Event gating questions. Bidders are also unable to access the events currencies and rates, supporting documents, validation rules and RFI questions.

To create an Event gating question, follow the steps below:

  1. Navigate to the Design > RFI page
  2. Click Add question
  3. Enter in the question, as well as a description in the text boxes provided
  4. Set the Question type
  5. In the Answer field, enter in the answers for selection
  6. Select the Response as Event gating
  7. In the Answer field, select the radio box for each question that requires a response
  8. Save question

Figure 1. Event gating response
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Figure 2. Event gating question

Unlock event gating

A purchaser has the ability to unlock event gating for specific Bidder organizations as required.

To unlock event or Bid sheet gating, 

  1. Click the 'three dots' at the end of each Bidder row
  2. Select the Unlock event gating option, Unlock bid sheet gating or Block bidder

Figure 3. Unlock event gating

Bid sheet gating

When Bid sheet gating is selected as a response in an RFI question, Bidders are required to provide a response to access the Bid sheet.

The Bid sheet tab will remain gated until the bidder has answered the Bid sheet gating questions.

To create a Bid sheet gating question, follow the steps below:

  1. Navigate to the Design > RFI page
  2. Click Add question
  3. Enter in the question, as well as a description in the text boxes provided
  4. Set the Question type
  5. In the Answer field, enter in the answers for selection
  6. Select the Response as Bid sheet gating
  7. In the Answer field, select the radio box for each question that requires a response
  8. Save question
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Figure 4. Bid sheet gating response
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Figure 5. Bid sheet gating question

In the Bid > Bidders page, users can see which Bidder has passed event gating, and Bid sheet gating.


Figure 6. Bidder view for Bid sheet gating and Event gating