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View an Activity Log

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Objective

To view an activity log for a vendor in your tender list.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.

Steps

 Important
If your project has been updated to the new tender management experience, see the Tender Management Enhanced Experience section below. Otherwise, follow these steps.
  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to view tenderer activity for.
  3. Click the Tenderers tab. 
  4. Locate the company whose activity you want to view.
  5. Activity can be viewed in the following areas:
    • From the Tenderers tab, scroll right to locate the Last Activity column. Click the vendor's Last Activity field to open an Activity window, listing all activities for that vendor, starting with the most recent event.
      OR
    • Click the the Activity tab. You will see all activity for that vendor, starting with the most recent event. The different actions performed are grouped at the top and you can see how many times each of the following activities have taken place: Status Change, Downloads, Notes and Emails.
  6. If you want to download the activity log from the Activity tab, click Export and select PDF or CSV to download the log.

For Projects on Tender Management Enhanced Experience

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to view tenderer activity for.
    This opens the Tendering tab.
  3. Scroll to the right to view the Last Activity column.
    The most recent activity is shown for each company.
  4. To view all activity for a company, click on their recent activity in the Last Activity column.
    This opens an Activity side panel thats shows all activity for the company.

See Also