Viewing event invitations


Purpose: Demonstrate how to view solicitation events that you were specifically invited to using Cal eProcure.

 

Scenario: The State Controllers Office has created Event ID 0000000489. You have received an email notification requesting your business' attention to the event. Use Cal eProcure to find this event and all other events that you were individually invited to view.

 

Roles: Bidder, Supplier, eSupplier


Steps:

  1. Begin by logging in to Cal eProcure.

     

    Click the Login/Register link.

    Step 1
  2. Click in the User ID field.

    Step 2
  3. Enter the desired information into the User ID field. Enter "Urban.Meyer".

    Step 3
  4. Click in the Password field.

    Step 4
  5. Enter the desired information into the Password field. Enter "P@ssw0rd@1".

    Step 5
  6. Click the Login button.

    Step 6
  7. Next navigate to the Event Activity page.

     

    Click the Sell to the State button.

    Step 7
  8. The My Bids section contains links that will navigate you to your profile, event invitations, or notification settings.

    Step 8
  9. Click the My Active Bids link.

    Step 9
  10. The Event Activity page is displayed.

     

    This page is used to find any events that your business was invited to view.

    Step 10
  11. In the Event Activity Summary section, there are three different categories of events listed.

    Step 11

  12. The Event Invitations field displays the number of events that your company was invited to view. Clicking on this button would then display all of those events on the page.

    Step 12

  13. The Events Bid On field displays the number of events your business has previously submitted bids for.

     

    If you clicked on this button, those events that you have previously bid on would display on the page.

    Step 13

  14. Lastly, the Events Awarded field displays the number of events that have been awarded to your business.

     

    Clicking on this button would then display all events that have previously been awarded to you.

    Step 14

  15. Next, it is possible to use the Search Events section to filter through all events.

     

    You can sort by Events Invited To, Events Bid On, or Events Awarded. You could also refine the Event Format and Type, or even enter a date range in which to search to help you locate the desired event.

    Step 15
  16. In this scenario, you want to see all of the events that your business was invited to view.

     

    Use the Event Invitations link to return all of those events.

    Step 16

  17. Click the Event Invitations (16) button.

    Step 17
  18. All of the events that this business has been invited to view are now displayed in the Events section.

     

    Select the desired event in order to navigate to the corresponding Event Details page.

    Step 18
  19. Click the Sell:  0840-0000000489  State Controller   Posted  End Date: 12/31 object.

    Step 19
  20. The Event Details page for the particular event displays.

     

    You could now review any of the event details if desired.

    Step 20
  21. Click the Vertical Scrollbar.

    Step 21
  22. Click the Vertical Scrollbar.

    Step 22
  23. In order to view any comments or attachments the Event Buyer added to provide further details or specifications for the event, navigate to the View Event Package button.

    Step 23
  24. Click the View Event Package button.

    Step 24
  25. The Comments and Attachments page now displays.

     

    From this page bidders can download any attachments the buyer has added to the event and view buyer comments.

    Step 25
  26. To view event attachments, click the View button to download a local copy of any attachment to your computer for review.

    Step 26
  27. Click the View button.

    Step 27
  28. Click the Download Attachment button.

    Step 28
  29. After downloading the attachment, open it using the download bar.

    Step 29
  30. Click the Cancel button on the download bar at the bottom of the screen.

    Step 30
  31. Click the Return button.

    Step 31
  32. Click the Vertical Scrollbar.

    Step 32
  33. Once finished reviewing the event details, you can return to the Event Search page to search for other events.

    Step 33
  34. Click the Return to Event Search button.

    Step 34

You have successfully completed the "Viewing event invitations" topic.

 

Key Takeaways:

- A bidder can access Cal eProcure and search for events which they were specifically invited to view

- Bidders can also filter events by those they are invited to view, those they have submitted bids for, and those which they have been awarded

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