Bidders have been asked to demonstrate how well the proposed solution meets this business need. The Bidder will demonstrate how a user of the proposed solution would meet the above business needs in the following scenarios. Scenario 1: A manager is creating a monthly summary report on the number of inspections performed during the month and needs to interact with the solution to find all inspections for the month including the report created in the mobile user experience demonstration. Condition 1: Retrieve a Microsoft Word template for a Monthly Summary Report for Inspections. Condition 2: Edit report in Microsoft Word. Condition 3: Demonstrate how the solution automatically/manually assigns metadata, including the records retention period and access control for authorized users, etc., with a preference for assigning as much metadata automatically as possible. Condition 4: Save report into the solution. Condition 5: Show that the report was auto-classified, metadata attached, and stored correctly based on document type. Condition 6: Notify inspectors via the solution or e-mail that they need to enter information in the report. Notification includes the report’s location in the solution. Scenario 2: Inspectors are providing input using the Microsoft Office Suite. Condition 1: Retrieve monthly inspection reports for which they are responsible and enter information into the Monthly Summary Report. Demonstrate how the solution supports authoring, updating, editing, and Condition 2: annotating of the Monthly Summary Report by multiple users. Show also simultaneous by multiple users. Show other features of solution promoting user collaboration or productivity. Scenario 3: The manager finalizes the report. The solution appropriately distributes the report to a few known internal users, and known multiple external recipients that do not have access to the solution. Condition 1: Assemble a compound document from the Monthly Summary Report and the individual inspection reports. Condition 2: Show version history of the Monthly Summary report after multiple users have edited the report.
Bidders have been asked to demonstrate how well the proposed solution meets this business need. The Bidder will demonstrate how a user of the proposed solution would meet the above business needs in the following scenarios. Scenario 1: A manager is creating a monthly summary report on the number of inspections performed during the month and needs to interact with the solution to find all inspections for the month including the report created in the mobile user experience demonstration. Condition 1: Retrieve a Microsoft Word template for a Monthly Summary Report for Inspections. Condition 2: Edit report in Microsoft Word. Condition 3: Demonstrate how the solution automatically/manually assigns metadata, including the records retention period and access control for authorized users, etc., with a preference for assigning as much metadata automatically as possible. Condition 4: Save report into the solution. Condition 5: Show that the report was auto-classified, metadata attached, and stored correctly based on document type. Condition 6: Notify inspectors via the solution or e-mail that they need to enter information in the report. Notification includes the report’s location in the solution. Scenario 2: Inspectors are providing input using the Microsoft Office Suite. Condition 1: Retrieve monthly inspection reports for which they are responsible and enter information into the Monthly Summary Report. Condition 2: Demonstrate how the solution supports authoring, updating, editing, and annotating of the Monthly Summary Report by multiple users. Show also simultaneous by multiple users. Show other features of solution promoting user collaboration or productivity. Scenario 3: The manager finalizes the report. The solution appropriately distributes the report to a few known internal users, and known multiple external recipients that do not have access to the solution. Condition 1: Assemble a compound document from the Monthly Summary Report and the individual inspection reports. Condition 2: Show version history of the Monthly Summary report after multiple users have edited the report.
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