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Schedules

Schedules automate the process of search queries on a daily or weekly interval. They allow users to stay updated with the latest opportunities without the need to manually perform searches each time. Here`s how you can utilize Schedules effectively:

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Creating a Schedule

To create a schedule:

  1. Navigate to the Schedules section of the platform.
  2. Click on the + Create Schedule button.
  3. In the pop-up window, define your Query by entering keywords, phrases, or specific criteria.
  4. Select the Schedule interval, choosing either Daily or Weekly updates.
  5. Apply any additional filters needed to tailor your search further.
  6. Click Create Schedule to activate it.

Your search criteria will be saved, and you will receive automated search results in your email inbox at the chosen interval.

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Managing Schedules

Once your schedules are set, you can:

  • Run Search: Instantly perform the search associated with a particular schedule.
  • Edit: Update or modify the search criteria and frequency of a schedule.
  • Delete: Remove a schedule that you no longer need.

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Applying Filters to Schedules

You can apply a variety of filters to each schedule to narrow down your search:

  • Status: Choose to view either Active Only or Inactive Only contracts.
  • Dates: Filter by Due Date or Posted Date to find contracts that match your timeline.
  • Solicitation Number(s): Enter specific numbers to search for certain contracts.
  • Buyer(s): Look for contracts by naming the government department or agency.
  • Notice Type(s): Specify the notice type to streamline your search.
  • NAICS Code(s), PSC Code(s), and Set Aside Code(s): Use these codes to find opportunities relevant to your industry and services. Each of these filters can be selected or deselected to refine the search results your schedule will deliver.

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Removing Filters

To remove a filter from an existing schedule, simply edit the schedule and uncheck the selected filter. This adjustment will be reflected in the subsequent results you receive.

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Interval and Delivery

The interval of each schedule can be easily identified in the Interval column on your schedules list, allowing you to know exactly when to expect your next set of results. This automated service ensures that you don`t miss out on any potential opportunities and can respond to relevant contracts in a timely manner.

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