To set up a case using the Dynamic Purchasing System (DPS), log into the home screen and select Questra in the menu bar. Complete the case form, add relevant documents and templates, select matching suppliers, and send invitation messages. Key steps include adding a case description, choosing the DPS job and lot, uploading files and templates, setting response dates, and sending invitations to qualified contractors to bid on the project.

1. DPS
A quick look at setting up a case

2. Log in to the Home Screen and choose
Questra in Menu Bar

3. Click on Add New Questra Master

4. Complete the Form and Click Save

5. You will be presented with a completed Contacts
Page, give a brief case description and click save

6. Choose Dynamic Purchasing System as Job,
then choose the relevant Lot, Click Save

7. Click Add Files and add relevant Documents, Select
Schedule of Rates Template, Click Add by Template
and Click Save

8. Add dates from Drop-down Calendars for Respond
by and Bid Return date fields. Complete the rest of
the Form and Click Save

9. Select Question Set from Drop-down and
Click Add by Template, Click Save

10. Click Matching Suppliers to see which Contractors
can bid. Complete Respond to Invite date, Click
send Invitation and Save

11. Insert any relevant Notes or Messages, send
Message and Click Save

12. Questions
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