How to set pre-submission rules such as site inspections and industry briefings mandatory

Owned by Asfand Khan
Last updated: Nov 26, 2020 by Rob Wade
2 min read

Sometimes it is important to provide information in addition to supporting documents at a mandatory industry briefing or a site inspection.
For these circumstances 360 has the Pre-submission Rule feature in which:

  1. A prominent message is displayed to respondents so that they know that the pre-submission rule applies
  2. Each respondent is marked as "passed" or "failed" by the request manager
  3. Only respondents that have passed the pre-submission rule will be able to submit their responses

Note: This feature is only available to licence holders with the ADCOM extensions.

Step-by-step guide

To configure a pre-submission rule in 360: 

  1. Sign-in to https://360users.apetsoftware.com.au/ as the Request Manager
  2. Follow the instructions in How to create a new request (e.g. for tender) in the 360 internal portal to create a new request
  3. From Request Info page (in edit-mode):
    1. Set Pre-submission Rules Apply? to "Yes"
    2. Enter three statements regarding the pre-submission rule - one for each status:
      1. Displayed to providers prior to the rule being applied
      2. Displayed to providers that can submit
      3. Displayed to providers that cannot submit

While the request is open, the request manager must assess compliance with the rule and:

  1. Visit the respondents list by:
    1. If using the new look:
      1. Clicking Open / Pending / In Late Submission Period
      2. Clicking Manage against the desired request
      3. Selecting Request Dashboard (New Look)
      4. Clicking Providers
    2. If using the old look:
      1. Selecting the desired request from the list
      2. Clicking on the   icon
  2. Click Set Pre-Submission Status
  3. For each respondent in the list:
    1. Select either:
      1. Yes - if the respondent has passed the pre submission rules
      2. No - if the respondent has failed to pass the pre-submission rules
    2. Enter an audit reason, if requested
    3. Click Confirm

Tip

The system settings has default text for the three messages.  To change the default text:

  1. Sign-in to https://360users.apetsoftware.com.au/ as the Boss user
  2. From the main menu, click Settings
  3. Click Request Configuration Rules & New Request Defaults
  4. Click Pre-Submission Rule Options
  5. Enter the:
    1. Default “Not Assessed” text
    2. Default “Passed” text:
    3. Default “Failed” text:
  6. Click Save


Initially, the not assessed text is displayed to respondents.

Once the request manager has marked the respondent as:

  • Passed
    The "passed pre-submission rules" email is sent to the respondent and the passed text is displayed in the providers' portal.
  • Failed
    The "failed pre-submission rules" email is sent to the respondent and the failed text is displayed in the providers' portal.  The respondent will also not be able to continue responding (the response pages enter a read-only mode).


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