You can view, void, and copy proposals in the RFPs/Proposal module in Provider Automation.
Viewing
proposalsProposals
You can view proposals from the Proposal List or access some proposals directly from the work order.
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| title | ⦿ How to view proposals from Proposal list |
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- On the top navigation bar, click “RFPs/Proposals”, choose View Proposals. The View proposals page show up.
- Modify the filters as needed, click Retrieve Report. The Proposals page appears.
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On the proposal list, you can review proposals details that match filters you selected when retrieving the report, including location information, proposal amount, date requested, the associated WO or PO number, proposal status, work order priority, and attachments. The status of the proposal is listed in the proposal details as well as presented as a color-coded box.
In the Proposals list below, the first two proposals are coded green which shows they are approved by the facility team. Then you can click Schedule to book a time for the services. View Proposal button is for you to review the detail of the proposal if needed. Work order number and purchase order number are listed if the proposals is linked to the work order.
The proposals that are coded red are open proposals, which aren’t yet reviewed by the facility team. You could Void the proposals if needed. You could also Copy & Create New Proposal if you need to make changes to the proposals.
The proposal that is coded gray is rejected proposals. You could find the rejected reasons if the facility team put in them. Should you create a new proposal, click Copy & Create New Proposal button.
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| title | ⦿ How to view proposals from a Work Order |
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You can also access a proposal associated with a work order directly from the work order. When viewing your list of work orders, if there is a proposal available for the work order, a link will be provided to view all proposals submitted and the current status. In the example below, the status shows that a proposal has been submitted and has been approved. Clicking the link will display details about the proposal, the proposal amount, requested date, the associated WO or PO, and the proposal status. You can also take action on the proposal by click the Void or Copy & Create New Proposal button. |
Editing proposals
After you create the proposals, you can still review the proposals and make adjustments if needed. You can schedule, void, or copy proposals.
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| title | ⦿ How to schedule proposals |
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Once the proposals are approved by the facility team, you can schedule the date for the service. - On Proposals page, find the approved proposal you wish to schedule, click Schedule button, a new Provide schedule date window opens.
- Review the information about the location ID, work order number, select the date of the service, check the box if you want to update the date on the work order page, leave a message to the client as needed, fill out both client and your email to receive the copy of receipt, then click Send.
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| title | ⦿ How to void proposals |
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You can void out a proposal if the proposal amounts are incorrect before the facility team approves it. On Proposals page, find the proposal you wish to void, click Void button. The pop up window prompt you if you want to proceed, click OK to void the proposal. |
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| title | ⦿ How to copy proposals |
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If the proposals are rejected by the facility team, for example, because of the material or labor is too high. You can clone the existing proposal, modify the amount, and resubmit it. - On Proposals page, find the proposal you wish to clone, click Copy & Create New Proposals button, a new Proposal Input Screen shows up.
- Make changes to places with the blue highlight color as needed, scroll down to the bottom of the page, click Preview Proposal.
- Check the boxes for the acknowledgements, click Submit Proposal.
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