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Tip

Quite often, the same procurement requirements are needed again and again.  For example, road repairs are required after each heavy rain.  Copying a request or creating a new request from a template can save a lot of time.

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  1. Sign-in to https://360users.apetsoftware.com.au/ using the Boss login
  2. From the main menu, click Requests
  3. If using the new look:
    1. Click New Template
  4. If using the old look: 
    1. Click Add Template
  5. Enter the template information:
    1. Template Name
      A unique name that allows you to identify the template in the template list later
    2. Scoring Options
      1. Numbers (0 to Max): The highest value an evaluator can award a provider's response
      3. Labels (tailored for each question): 
  6. Click Add Template


At this point, your request template is ready to have questions and sections added, in the same way you would for a request.


Info

Only users with the Boss permission can create and edit templates.

The templates are listed at the top of the request list and made available to all users with the Request Manager permission.

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