How to add new evaluators (new users) to a request.

Step-by-step guide

To add new evaluators to a request you are managing 

1. Sign-in to https://360users.apetsoftware.com.au/ as the Request Manager

2. From the main menu, click Requests

3. If using the new look:

   1. Click either: 

      1. Drafts

      2. Open / Pending / In Late Submission Period

      3. Closed / Awaiting Finalisation

   2. Click  Configure against the desired request

   3. Click Request Dashboard (New Look)

   4. Click Staff & Contractors

4. If using the old look: 

   1. Select the request from the list

   2. Click on the  icon 

5. Click on Staff Actions 
6. Click Save & Add New Evaluator (bulk entry) 
7. Add a new team member as an evaluator to this request by entering the user info.
   1. Username
   2. First Name
   3. Last Name
   4. Fax (optional)
   5. Phone
   6. Email
8. Select if they will be an Evaluator or a Non-Scoring Evaluator. 
9. Once you have added all your evaluators, you can notify them (via a 360 email) and give them instructions on accessing their accounts by clicking on Staff Actions
10.  Click Save & Prepare "Evaluators Chosen" Emails. 
11. Update (if needed) 360's default Email text
12. Click Save and Send Notification.

Related articles

• What are the key terms in 360? (definitions/lexicon)

• How to assign permissions (roles) to staff (users) in the 360 internal portal

• How to exclude evaluators from various parts of a request in the 360 internal portal - restrict price and/or sections

• How to assign users to a request (grant or revoke access) in the 360 internal portal
• How to add bulk new evaluators (new users) to a request (XL 360 Licence required).