How to copy a request (e.g. for tender) in the 360 buyers' portal

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.

Step-by-step guide

To copy a request:

Sign-in to https://360users.apetsoftware.com.au/ as the Request Manager
From the main menu, click Requests
If using new look:
1. Click either:
  
  You can copy any request which is currently in either Draft, Open, Closed or have been finalised by the Request Manager
  1. Drafts
  2. Open / Pending / In Late Submission Period
  3. Closed / Awaiting Finalisation
  4. Finalised
2. If in the Drafts requests list:
  1. Click Configure against the desired request
3. If in the Open or Closed or Finalised requests list:
  1. Click Manage against the desired request
  2. Click either:
    1. Request Info (Old Look)
    2. Request Dashboard (New Look)
      1. Click Copy Request from Actions menu
If using the old look:
1. Select the request from the list
2. Click on the icon
If available, select the Destination Account's Boss and enter their password (allows copying the request from one account to another)
Enter the new request details:
1. New Request Name
2. Closing Date
3. Closing Time
Click Copy

At this point, you have successfully duplicated a request and it can be edited and/or published at your leisure.

Security Note

When copying a request, the default users from the system settings are combined with the copied request's assigned users.

There are other ways to add requests to 360. You can import an Excel spreadsheet or use a template. See the related articles below.

Related articles