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:
Click either:
You can copy any request which is currently in either Draft, Open, Closed or have been finalised by the Request Manager |
At this point, you have successfully duplicated a request and it can be edited and/or published at your leisure.
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. |
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