Setting Up Proposals

Apr 27, 2014 12:19 pm

There are two options you have as an administrator setting up the Proposals Module: Proposals can either require logins for bidding on projects or be locked down entirely. The latter option is similar to restricting any other module: by using display types. To set up proposals this way, you can skip most of the steps below; however, four special web pages must be created for the module -- skip to step 30 below for information on how to create these pages.

The following describes setting up proposals for the first type, in which all visitors can view the projects, but members must log in to bid. Usually, a link to a signup form should be included on the login screen, which you can add to the Membership Login module layout.

  1. Make sure that the Membership and Proposals modules are turned on.
  2. Switch to the the Blue interface.
  3. Open the Membership module.
  4. Click on the Restrictions tab.
  5. Click the Add a new Restriction button.
  6. Create a new access level. Enter a name for the access level in the Name field.
  7. Click Save.
  8. Click to open the Groups tab.
  9. Click the Add a new Group button.
  10. Name the new group and make sure the access level you just created is checked in the Restrictions section.
  11. Click Save.
  12. Switch to the Proposals module.
  13. Create categories and projects.
  14. Switch back to the Green interface.
  15. Open the Layouts Module, Pages tab.
  16. Click the Add a new Page button. Select the blank template, and name this new page (i.e. “Proposals_Login”).
  17. Click the Insert a Page Layout icon in the toolbar above the page contents and insert the [[Default]] page layout into this new page. This should be the only thing in the page's contents.
  18. Check the Make this Page Layout a Display Type checkbox.
  19. From the Membership Access list, select the access level you just created.
  20. Click Save.
  21. Create another page layout. Name this new page (i.e. “Proposals_Page”).
  22. Once again, insert the [[Default]] page layout into the page contents.
  23. Check the Make this Page Layout a Display Type checkbox.
  24. From the Login Display Type drop‐down list, select the display type created in the previous steps.
  25. Click Save.
  26. Open the Display Type tab by clicking on it on the top of the screen.
  27. Click Edit next to "Proposals."
  28. From the drop‐down list on the following screen, select the second page layout created (on steps 21 – 25).
  29. Click Save.
  30. Finally, four web pages should be created that the proposals module will automatically link to.
  31. Switch to the Blue interface.
  32. Open the Web Pages module.
  33. Create a web page and enter "Report Abuse" (no quotes, but entered exactly as seen here in the Link Name field. This web page is for members to report abuses of the proposals module. This page could include a link to a form for submitting reports.
  34. Create a second page with a link name of "Rules of Conduct" (no quotes, case sensitive). This page should contain the rules of conduct for the proposals module.
  35. Create a third page with a link name of "Proposals Help" (no quotes, case sensitive). This page should provide information for members using the module.
  36. Create a fourth page with a link name of "ProposalsTypeHelp" (no quotes, no spaces, case sensitive). This link will be visible to members who are posting projects, explaining the difference between an RFP, RFQ and RFI.
  37. Make sure these webpages are populated with the appropriate information.