How to create a new request from a template in 360

Owned by Asfand Khan
Last updated: Dec 14, 2023
1 min read

 

Quite often, the same procurement requirements are needed again and again.  For example, road repairs are required after each heavy rain.  360 offers a fast way to copy a request with a new name. 

Using a template is the same as copying a request, but the Boss configures templates.

Step-by-step guide

To create a new request from a template

  1. Sign-in to https://360users.apetsoftware.com.au/

  2. From the main menu, click Requests

  3. If using the new look:

    1. Click Templates (to create a New Request)

    2. Click Create New Request (from this template) against the desired template 

  4. If using the old look:

    1. Click on the desired template to open it (templates are at the top of the list)

    2. Click Create New Request From This Template

  5. If available, select the Destination Account's Boss and enter their password (allows using the template to create a request in another account)

  6. Enter the new request details: 

    1. New Request Name

    2. Closing Date

    3. Closing Time

  7. Click Copy

At this point, you have successfully created a new request from a template.

 

Templates can also be copied.  It is a good idea to test your templates in the Sandpit Account and then copy them into production.





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