In this article
What is an onsite tender?
Once a tender has been accepted, Chalkstring takes the tender 'onsite' where the onsite project is then managed.
If you have accepted a tender onsite by mistake or need remove the onsite tender, you can remove the tender so it is now longer a 'live' on site tender.
How to a take an accepted 'onsite' tender offsite
- Expand the main Chalkstring black menu bar and click on the ‘Projects’ menu.
- Search for and click the 'Project' to be updated.
- Within the project homepage, in the 'Tenders' section, click the tender name for the the tender you wish to take offsite.
- On the tender homepage you will see a 'Take offsite' button.
5. Click the button to take the tender back offsite.
Warning
- This process will delete any updates or actions that have been completed after the tender was accepted on these assessments, e.g. progress marked, labour processed, material orders created.
- This process cannot be undo, only proceed if you are sure you want to take the tender back offsite.
Notes
- The 'Take offsite' button will only be visible if the onsite project doesn't contain and current live material orders. If your project does contain orders, these will first need to be 'cancelled' before the 'Take offsite' button becomes available.
- The 'Take offsite' button will only be visible if the onsite project doesn't contain any current labour applications or applications for payment If your project does contain applications, these will first need to be deleted before the 'Take offsite' button becomes available.
- Once the project has been taken offsite, you will need to tender your required updated assessments again using the normal tendering process.