Task Name | Assigned Role | Due | Details |
Tender Call To Schedule | Admin Coordinator | 1 hour after job creation | Call the primary contact to schedule a time for an assessor to visit the site. |
Refer Tender Back To Insurer | Admin Coordinator | 1 day after the 4th failed 'Tender Call To Schedule' task | Contact the insurer to let them know you can't get hold of the primary contact and can't get on-site. |
Tender Attendance | Admin Coordinator | 1 day after 'Tender Call To Schedule' task marked complete | Contact the assessor and book in a time for the tender. |
Submit Tender | Admin Coordinator | 1 day + 1 hour after task 'Tender Attendance' marked complete | Once the tender is complete, submit it to the insurer |
Finalise Tender Outcome | Assessor | 14 days after task 'Submit Tender' marked complete | If an outcome has not been advised by the Insurer, follow up to enable finalisation of Tender job |
A breakdown of the the tasks within a Tender Job for CBS clients
Written by Team Codafication
Updated over a week ago