No one wants to be micromanaged, but a quick reminder from time to time is always nice!
Create a message to remind your teammates to cover all of their bases before publishing an RFX in Scout. The Pre-Publish Confirmation message can serve as a checklist for each Event, helping you and your teammates to avoid errors before invitations go out.
Here, we'll explain what the Pre-Publish Confirmation is and how you as a Company Admin can customize it!
Pre-Publish Confirmation Message
By default, Scout shows the following Pre-Publish Confirmation message to all users:
You may want to customize this message for your team to meet specific process/workflow requirements, such as:
- Update the RFX description?
- Enter a Baseline?
- Attach RFX Documents?
- Add all necessary Stakeholders?
Customize the Message
You can modify your organization's Pre-Publish Confirmation message in a few quick clicks!
First, click Settings in the navigation bar and then look under "Sourcing & Auctions":
Then, click "Require Publish Confirmation". Here, you can to use the text editor to personalize the message for your team:
Be sure to click the green "Save Customizations" button to save your changes.
Now, your team will get this reminder every time before they publish an Event!