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CBS Tender Workflow

An overview of the workflow used for Tender Job Types across all projects for CBS clients

Team Codafication avatar
Written by Team Codafication
Updated over a week ago

Which jobs does this workflow apply to?

This workflow applies to the following job types, all commonly known and referred to as a Tender. For context, this job is used when you are quoting to win work - not where you want trades to tender for work you create.

  • Tender (Insurance Project Type)

  • IAG Tender

  • Commercial Tender

  • Private Tender

Key areas in this workflow are;

  • Book on-site(or desktop) attendance

  • Create quote

  • Send quote

  • Determine quote outcome

    How do I know I'm in a Tender Job?

Example of how to create a Tender job type from the Create Menu

You know you're in a Tender job based on the name in the top left-hand corner within a Pulse job and by the mint green colour scheme. You'll also notice the Job ID starts with a 'T' for Tender.

Workflow Diagram

Click below to expand the workflow for a Tender job type. This will open a new tab that will let you zoom in to read and follow the steps.

Check out a breakdown of the specific tasks here

How to Interpret the Workflow

Below is a breakdown of what each card in the workflow diagram means.

Manual Action: This is something you need to do, for example manually complete a task, create a report or submit something to an external portal.

Manual Decision: You need to determine which path to take. For example, you need to decide if the EMS call to schedule call was a success by manually passing or failing a task. There are 2 main decision types;

  • Exclusive - you can only choose one path (Diamond with an X in the middle)

  • Inclusive - you can choose one or more paths (Diamond with O in the middle)

Manually Send Message: This requires you to manually send an email or SMS to someone from within Crunchwork.

Automatic Action: The system automatically does something. For example, create a task or change a status. These actions are always triggered by something like a manual task or an amount of time.

Automatic Decision: The system determines which paths to take based on conditions baked into the workflow.

  • Exclusive - go down only 1 of the available paths (Diamond with an X in the middle)

  • Inclusive - go down 1 or more paths based on those conditions (Diamond with O in the middle)

Automatic Send Message: The system automatically sends a message (email or SMS) using a template.

Uninterrupted Timer: This means a certain amount of time needs to pass before the next step in the flow. For example a statement like 'wait three days, then create a task' would utilise this timer.

Interrupted Timer: Similar to above, but an event might cut the timer short. For example, a statement of 'If you don't receive a response within three days' would use this timer. If a response was received within the three days, the timer is interrupted and the flow can continue earlier than the set time.

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