How to copy a request (e.g. for tender) in the 360 internal 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:
Click either:
You can copy any request which is currently in either Draft, Open, Closed or have been finalised by the Request Manager
- Drafts
- Open / Pending / In Late Submission Period
- Closed / Awaiting Finalisation
- Finalised
- If in the Drafts requests list:
- Click Configure against the desired request
- If in the Open or Closed or Finalised requests list:
- Click Manage against the desired request
- Click either:
- Request Info (Old Look)
- Request Dashboard (New Look)
- Click Copy Request from Actions menu
- If using the old look:
- Select the request from the list
- 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:
- New Request Name
- Closing Date
- 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.
It is a good idea to check the assigned users - see: How to assign users to a request (grant or revoke access) in the 360 internal portal
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
- What are the key terms in 360? (definitions/lexicon)
- How to create a new request (e.g. for tender) in the 360 internal portal
- How to import a request (e.g. for tender) into the 360 internal portal (for subsequent release)
- How to create a new template request (e.g. for tender) in the 360 internal portal
- How to create a new request from a template in 360
- How to assign default users for all new requests in the 360 internal portal
- How to assign users to a request (grant or revoke access) in the 360 internal portal
Terms of use
Visitors who are not part of the intended audience (as specified on this space's overview page) may not access this content.
If you are accessing content for which you are not the intended audience you may not use it for any purpose.
As private content can be published in error, if in doubt, you are not the intended audience.
Copyright © - Sharrowlane Pty Ltd