TheChest How To… Using The Chest Tel: 0151 511 7700 Email: [email protected] Last updated 13/12/2010 Go to www.the-chest.org.uk Click Suppliers Area Click Register Free Take note of the message displayed then click next (Please take note of the user guides located at the bottom of the right hand pane) Complete the requested details and click next Complete the requested details and click next Click Select Categories Select the appropriate categories for your organisation. Clicking on the blue number will open sub-categories Click Select Categories then Finish Choose the areas from which you would like to receive notifications Click Next Read and agree to the Terms & Conditions – Click view to read Click Next Check the information displayed is correct Information can be edited by clicking Click Submit Registration is now complete, you will receive two emails one containing your username the other containing your password (you will be asked to change your password once you login for the first time) Searching for Opportunities This is your home page. Here you will find the latest available opportunities, guidance notes and ‘My Opportunities’ To see more opportunities click Search From here you can set different search criteria… By Organisation This can be set to all or a specific Authority By Category Click Change Category Here categories can be selected by checking the relevant boxes and clicking Select Categories For Sub-categories click on the blue number Click an opportunity to view Here you may view all the information for the opportunity and any attachments Click Register Interest to express your interest and receive the RFQ/PQQ/ITT documentation Your interest has been expressed and you will receive emails to confirm and when documentation is released Responding to RFQ / Pre-Qualification Questionnaire / Invitation to Tender via The Chest Locate Tender in ‘My Opportunities’ Click onto PQQ/ITT Click View PQQ to view documents Information and documents are available here Click each document to view To submit a question click Question & Answer Enter a subject and question ensuring not to identify yourself or your company To respond click response wizard, entering requested details and clicking Next to continue to the next step To add attachments (e.g. completed PQQ document) click Add on step 2 of your response Click Browse then locate the file you wish to upload, click Open Repeat as required. To remove a document click the . Click Next to move on – ensure that you have allowed time to upload all your documents, larger documents will take longer as will uploading during times of day when internet traffic is higher (i.e. around midday) Complete Terms and Conditions step and click Next Click Submit Response Confirm by clicking Submit Response You will then be shown a summary of your submitted response You may submit multiple versions up until the deadline, anything submitted after the deadline will not be considered Managing Your Account From the My Opportunities click Update to update your details From this screen you will be able to: Change your password Change User/Contact Details Change Company Details Create New Accounts To change your password click Change Password, Enter your current password then enter your new password in the following two boxes To edit the user/contact details click on the users name. To add a new Contact click in the Contacts section Enter the required details and select an address Click save to create user To create a new address click section Enter details and click save in the Addresses To create a new user account click Accounts section in the User Confirm the creation of a new account by clicking add The new account now needs assigning to a contact, click on the username of the account you wish to assign Select the contact you wish to assign and click save, the new user will receive a login and password by email
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