L2B Wiki Help Search

Author: Bob The Builder

Restrictions

Restrictions – These are the criteria that have to be successfully met for a tender to be considered responsive. Examples: BBBEE Status Level of Contributor, Tax Status Pin, Preferential Point system, CIDB rating etc

For Example:

Deposit Details

Deposit Details – This field will either display the amount payable for the tender documents, reference the Document Collection field for the various options in obtaining the tender documents or it will state “No Details”.

Document Collection

Document Collection – This field concerns whether there are tender documents available, from where they are available and from when. This field can also contain options available for purchasing/ collecting the tender documents.

Protip: If there’s no Document Collection field; please check that you have logged in successfully. Certain information is withheld under certain circumstances.

Closing Date Reminder

Closing Date Reminder – When the Closing Date is still pending, there’s an option to Set a Reminder.

This page displays as follows:

Once the Closing Date has passed, this specific reminder option is no longer available.

Site Inspection information

Site Inspection information – Also known as a briefing meeting, clarification meeting, information session etc. If a meeting is scheduled, then it will be specified whether it is compulsory or not, the date and time and venue as well as any other criteria required for the meeting.

If there’s no meeting scheduled, it will state that there’s no meeting scheduled.

If the tender notice hasn’t mentioned anything concerning a meeting, it will state “No Details”.

Description

Description – This is the breakdown (whether general or specific) of the services or goods or works requested/ required in the tender notice.

Protip: If the full Description is not displaying, then you are not logged into the website.

DTA (Daily Tender Advisory) Number

DTA (Daily Tender Advisory) Number – This is the unique reference given to the tender notice by L2B. It is the quickest and most efficient number to use to find the specific tender you are looking for.

It is readily available on from the Advisory email, and ideally should be referenced in all correspondence with L2B.

Your Tender Tags

Your Tender Tags – Allows the subscriber to create and tag a tender for quick searching, filtering and organisation.

To add a Tag, click on the Tags button and a field will appear. Type the name of your Tag and then click the Tick button. To remove the Tag, click the Cross.

Email a Professional from a Project

Open the Project by searching for the reference number and clicking on the reference name to view the Project in full. Click on the Professional tab to open the list of professionals or scroll down until list is obtained

 

Select the Professional you wish to email

You can email a Professional directly via their listed email address or via our website

 

If emailing via our website you can click on ‘Email this Professional’, A new tab will open allowing you to email the selected professional via the L2B website. Using the “to” option you can send the same email to another person by typing in their email address and additionally you can add your own to keep a copy. Type your message in the block provided

You are able to add a file from your PC as an attachment, click on +add file, select relevant file from your PC, bearing in mind the restrictions stated

Click on the send button to send the email.

Request Site Attendance Register/ Bidders List

Request Site Attendance Register/ Bidders List – Requesting a site attendance register is helpful in establishing what companies might tender on the closing date. This information is used for subcontracting, and is usually used in conjunction with the BoQ.

The Site Attendance Register/ Bidders List request page displays as below:

Your request will be sent to the relevant Researcher, who will respond.

When a Closing Date has passed on a tender notice, the Request BoQ and Request Site Attendance register/ Bidders List options are no longer available.

Protip: Request a site attendance register, bidders list and/ or BoQ as soon as possible.

Request BoQ

Request BoQ (Bill of Quantity) – Requesting the BoQ is helpful in establishing whether the products you supply/ the services you offer; are required in the BoQ.

The Request BoQ page displays as below:

When a Closing Date has passed on a tender notice, the Request BoQ and Request Site Attendance register/ Bidders List options are no longer available.

Protip: Request a site attendance register, bidders list and/ or BoQ as soon as possible.

Email Monitors

Email Monitors – A tender might be of interest, but the subscriber doesn’t want to assign it to a Monitor directly. The Email Monitor options allows the Monitor to be emailed a copy of the tender.

The Email page displays as follows:

If a specific Monitor isn’t listed, the subscriber can add a new Monitor and then email them.

 

Download Tender & Project Leads

When first Downloading Tender & Project Leads remember to update your Download Settings so that the information you require is selected.

On the Search Page

Once you have your search result select the individual leads you would like to download or use the option to select all the leads on your page.

Use the drop down to select your preferred download format. Your Download will commence and be saved to your default download location.

On the Tender/ Project View Page

When viewing an individual Tender or Project use the drop down to select your preferred download format. Your Download will commence and be saved to your default download location.

Download Settings

Download Settings can be checked/updated via Download Settings on the Download Dropdown

To select the preferences one will select and select the relevant preferences for each step until step 4.

 

These preferences will remain the same, until the subscriber changes them and can also to download quicker without going through each step.

Dustbin icon (Dismiss icon)

Dustbin icon (Dismiss icon) – Removes this specific tender notice from the Search result. A tender might meet your search criteria, but for whatever reason, is of no interest. The Dismiss icon removes it from cluttering up your Search result.

Any tender that is Dismissed, can be unDismissed. The below icon will display on the right hand side opposite the Title of the tender, on the Search Result page. Click on this icon and the tender will be unDismissed i.e. available in the usual tender search.

Assignment Note

Assignment Note – Allows a note to be sent to the Assigned Monitor. Please type in the Note, before assigning the Monitor

When a Main user assigns a Project / Tender to a Monitor with a assignment note it reflects when the monitor logs in to view the Project / Tender as well.

Tender Services

Tender Services – This is only available for Gauteng tenders. Whereby a subscriber can request for the site meeting to be attended and/ or the documents to be collected on their behalf for a fee.

 

Viewing the Branch

From the Search Page

Click on the branch name to open it up to the view page:

This will display all the Contacts under this Branch.

On the left the following will display (if available):

  • Contact Details
  • Address Details
  • Discover Link (click to be redirected to the search page to view Leads linked to the Company)
  • All related under the branch: click on any of these to view more details

In the middle of the page (if available):

  • Branch Description
  • Head Office Designation
  • Branch Capacity
  • BBBEE Status
  • BBBEE Classification
  • CSD Active
  • CSD Number
  • Location
  • Serviceable Regions
  • Trades

 

LiveHelp

LiveHelp is an instant help facility whereby you can chat to a staff member online and receive instant assistance. LiveHelp runs during office hours, Monday to Friday, 7:30am to 5:00pm.

If you are logged in and require assistance, because, for example, you cannot find a certain tender, or project when searching.

There are two ways of finding LiveHelp:

  1. On the grey toolbar at the top of your screen on the far right hand side of the screen, there is a small set of headphones, you click on that icon, as indicated below :

 

 

2.   Alternatively, you can use the drop down menu on your home page The dashboard on the left hand side of your screen under the Leads to Business Logo. Scroll down and under Support, you will find

LiveHelp which will also take you into LiveHelp:

 

When you click on Either the Headphones on the top tool bar OR Support from the Menu, it will take you to the following screen in LiveHelp. Scroll down to the bottom of the

screen to where it says “Type a message” as indicated below:

 

 

Next to the circle you can start typing your question or message to the operator. Hit enter and the message will send through to the Operator, who will pick up your message and answer as follows:

 

 

Your name will appear as will the operator’s name, so you can see who are chatting with.

 

Before you end the chat, you may wish to rate the quality of the service you received and you can do this by click on the the “thumbs-up” icon on the top right hand side of the blue tool bar as indicated:

 

 

 

Once you click on the “thumbs-up” icon, the following screen will appear and you can type in your comments :

Under Knowledge, Friendliness, Responsiveness and Overall are  all star ratings to rate the operator and there is a Comment block at the bottom where you can type a short comment to sum up your experience.

Once complete. Hit the send button and it will take you back to the chat page.

 

When you have finished chatting to the operator and wish to leave the chat. At the top of your screen on the blue bar on the far left hand side, is a row of three dots, if you click on these as indicated a drop down menu will appear and you can click on end chat as indicated below :

 

 

Also on this drop-down menu are the following features :

Switch sounds on/off – you can use the slide to turn the sound on the chat on or off, if you find the “beeping” sound annoying or irritating. By positioning your mouse on the button and then sliding the button under the “thumbs-up” icon to the left, will turn the sounds off. To turn the sound back on, slide the button to the right.

Send chat transcript by email, you will automatically receive a copy of your chat with the operator, by email, if you do not wish to receive a copy of the chat transcript, position your mouse on the button and slide the button across to the left and this will turn this function off and you will not receive a copy of the chat transcript.

Change my details – this will change your contact details as they appear on the LiveHelp chat.

Send File – Click on this if you  would like to to send or attach a file for the operator to have a look at, you can do it here and the following screen will appear :

 

You can select the file you wish to send, first. Then click Upload and it will send the file.

Print – Click on this if you would like to print a copy of the chat transcript.

End Chat – Click on this to terminate the chat with the operator when you are finishing chatting.

Reminders

Reminders – This button allows the subscriber to set a Reminder on the tender, unrelated to Site Inspection date or Closing Date.

Protip: When setting Reminders specifically in the context of following up on award information, set your Reminder for a reasonable amount of time after the Closing Date. Ideally, tenders should be awarded within 3 months from closing.

 

Reminders are sent at 07:00 each morning and can therefore only be set for future dates:

Status Bar

Status bar – This bar will indicate the Status of the tender, either Live, Closed, Awarded, Cancelled, Withdrawn, Re-advertised or Retendered. The Status of a tender does affect the availability of certain functions.

 

Researcher Contact

Proudly Researcher by… This will reference the Researcher that published the tender.

For Assistance, click here – This link will email the L2B Researcher specified, who will assist with the query.

When a tender has Closed, this Researcher link is not available.

However, the Request Award Information button becomes available, to request Award Information.

When a tender has been Awarded, Cancelled, Withdrawn, Readvertised or Retendered, the Request Award Information is no longer available. The Request Award Information button is also not available on Africa tenders.

Contract Number

Contract Number or Tender Number or Project Reference Number will be the unique number/ reference given by the advertising authority. This advertising authority (i.e the Municipality or Government Department for example) is also displayed next to this Contract Number for quick reference.

View a Tender

Your search result will list the tenders that meet your search criteria. To view the full tender notice, please click on the Title (which is blue and underlined when you hover your mouse over the Title). The tender notice will open in a new window or tab.

 

If it doesn’t and you would prefer to keep your search result page, then remember to Right Click and Open Link in a New Window/ Tab.

Details Tab

Details Tab: On the “Details” tab, you can scroll through the entire tender notice. The information you will find will include the DTA (Daily Tender Advisory) Number, Description, Site Inspection information, Closing Date, Document Collection, Deposit Details, Restrictions, Delivery Point, Contract Details, Financing Institution, Validity Period, Language, Category, Industry, Region, Professionals, and if the tender has been Awarded; the Awarded Companies and Tender Award Notes; and Your Notes.

 

Should you not wish to scroll through the Details tab, you have the option to click on the individual tabs:

  • Category Tab
  • Industry Tab
  • Region Tab
  • Professional Tab
  • Awarded Companies Tab
  • Tender Award Notes Tab
  • Tender Award
  • Your Notes

 

Viewing the Division

From the Search Page

Click on the division name to open it up to the view page:

This will display all the Branches and Contacts under this Division.

On the left the following will display (if available):

  • Contact Details
  • Website
  • Address Details
  • All related branches and contacts under the Division: click on any of these to view more details.

In the middle of the page (if available):

  • Division Description
  • Head Office Designation
  • BBBEE Status
  • BBBEE Classification
  • CSD Active
  • CSD Number
  • CIDB Rating and Class

Professionals

Professionals – These are the contact people listed on the tender notice, who would be able to assist with any administrative or technical queries.

The below are the options available for the Professionals listed:

  • Contact Details – This would be the telephone or fax number supplied for the Contact person
  • View Linked Items – This links to other Leads that the Professional is attached to
  • Favourite Professional – Add the Professional as a Favourite, allowing for quick searching in the future
  • Email this professional – If there is an email address available, this link is available allowing the subscriber to email the Professional through the website

Protip: If Email this Professional option isn’t available, then there’s no email address available.  If there are no Professionals listed, then you aren’t logged in

Calendar

The “Calendar” is where you can view reminders that you have set for tenders and projects in a calendar format.

Please click on link how to set a reminder https://wiki.l2b.co.za/reminders/

You can view or edit your reminder by simply clicking on the DTA or PPA number shown above.

You will then come to the page below, where you can either cancel the reminder, create a new reminder, view the tender that you have the reminder.

 

As this reminder has passed you also can go to Historical to view the reminder if you wish you can re-instate the reminder for a different date.

 

You can view the Calendar by Month, Week or Day by selecting an option below:

To view the  “Calendar” as full screen click on either of 3 options below as indicated.

You will then view the Calendar as follows, you can select if you wish to view either Project or Tender Reminders only by clicking on “Filter By”, then select your option.

If you wish to Sync the Calendar with your Google calendar you click on Actions and Download ICS.

 

Dashboard

The L2B Dashboard 

The Dashboard is the landing page for L2B  subscribers, this is where it all begins, from searching for tenders, projects and professionals, viewing your monitors, messaging, settings, reports, view your calendar, support and viewing your favourite professionals.

Click on links below for full details of each item on the Dashboard.

https://wiki.l2b.co.za/l2b-logo/

https://wiki.l2b.co.za/4-horizontal-lines-next-to-l2b-logo/

https://wiki.l2b.co.za/all-next-to-the-4-horizontal-lines/

https://wiki.l2b.co.za/reset-2/

https://wiki.l2b.co.za/live-help-ear-phones-logo/

https://wiki.l2b.co.za/messaging/

https://wiki.l2b.co.za/your-login-name/

https://wiki.l2b.co.za/logout/

http://home

https://wiki.l2b.co.za/calender/

https://wiki.l2b.co.za/reporting/

https://wiki.l2b.co.za/settings/

https://wiki.l2b.co.za/support/

https://wiki.l2b.co.za/billing-information/

https://wiki.l2b.co.za/leads/

https://wiki.l2b.co.za/monitors-2/

https://wiki.l2b.co.za/favourite-professionals/

Viewing the Company

From the Search Page

Click on the company name to open it up to the view page:

On the left the following will display (if available):

  • Contact Details
  • Website
  • Address Details
  • Discover Link (click to be redirected to the search page to view Leads linked to the Company)
  • All related divisions, branches and contacts under the Company: click on any of these to view more details.

In the middle of the page a description of the company (if available).

Documents – Tender & Project Leads

On the Search Page Documents are indicated by the following Icon:

If there are any documents already available on a Tender or Project Lead, namely Bill of Quantity (BoQ), Site Attendance Register (SI register), Tender Application Forms or Bidders Lists; they will appear under the Documents Tab. Click on document required to download it.

 

If the Document you are looking for is not available you can request one.

On a Tender you are able to request Documents via Actions.

On a Project you are able to request Documents by email the Researcher via the, “For Assistance, click Here’ link.

 

Protip: Always check to see what documents are already available, before Requesting a SI Register/ Bidders List or Request BoQ

Change default email client on Windows 10

The default mail program is used to send email at the request of other programs on your computer or links on web page. If you use a web interface, however, things get tricky.

Chances are that page was set up using a “mailto:” link that instructs your web browser to send an email using your PC. The most common approach assumes you have a desktop email program like Microsoft Office’s Outlook, Thunderbird, or other installed, or that you’re using the Mail program that comes as part of Windows.

There are two ways to ensure that you have the correct Default Email set up detailed below.

Change Default Email Client via Search Box

  1. Type “Default Apps” into the Windows search box (bottom-left of your screen on the taskbar)
  2. Look for the “Default Apps (System Settings)” search result and click it on
  3. Look for the “Mail” heading and click on the icon underneath
  4. Choose your desired default email client from the drop-down list
  5. Wait a few seconds and you’re all done
  6. Note* Some older email clients may not show an icon in the drop-down list as they haven’t updated their code for Windows 10.

Change Default Email Client via Start Button

Sometimes the Windows 10 search box may not be available, in that case use these instructions.

  1. Click the “Start” button (bottom-left corner Windows logo icon)
  2. Click the “Settings” gear icon (usually second from bottom)
  3. Now click the “Apps” icon in the Windows Settings window
  4. On the left-pane, click on “Default Apps
  5. Look for the “Mail” heading, then click on the icon below it
  6. Choose your desired email client from the list
  7. Wait a few seconds and you’re done

If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view notes with screenshots on how to use our website, please visit Leads 2 Business Wiki.
To view more How To Video’s, please visit our Leads 2 Business Blog.

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