How to use panels for invitation-only requests (e.g. RFQ) in 360

Owned by Asfand Khan
Last updated: Dec 21, 2021

 

Panels are lists of providers that have been pre-qualified for specific categories of supply.

Once established, request managers can use panels to quickly find providers for invitation-only requests.

Before you begin

Does your organisation have panels established? If not:

  1. A user with Panel Manager access permissions will need to create the panels

  2. Category-based requests or a pre-qualification request can be used to fill the panels - see:

    1. https://simplylogical.atlassian.net/wiki/spaces/CS/pages/465469441

    2. https://simplylogical.atlassian.net/wiki/spaces/CS/pages/467894294

    3. https://simplylogical.atlassian.net/wiki/spaces/CS/pages/1992327218

Step-by-step guide

To invite panellists to an invitation-only request:

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

  2. Find the request in the Requests → Drafts list (or Open) and open its Request Dashboard

  3. Click Interested / Invited Providers

  4. Click Invite Panellists

  5. Either:

    1. Click Select All against the desired panel

    2. Click Select Specific against the desired panel

      1. Select a single Panellist or multiple Panellists from the list

      2. Click Add Selected Panellists

      3. Click Back

At this point the list will refresh to reflect the selection.





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