How to withdraw a section or question from a published request (ATM, RFT, RFQ, RFx) in 360

Owned by Rob Wade
Last updated: Apr 01, 2020 by Asfand Khan
2 min read

Some approaches to market (especially panel memberships) will receive many submissions for some sections and not-so-many for others.  For example, an panel registration for "Trades" may have received submissions from 20 plumbers but only 3 electricians.

For this scenario, 360 has withdrawable sections and questions where (extending the example) the request manager can withdraw the "Plumbers" section and keep the "Electricians" section open.

Step-by-step guide

To make a section or question withdrawable:

  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 Open / Pending / In Late Submission Period
    2. Click Manage against the desired request
    3. Click Old Look's Request Info
  4. If using the old look: 
    1. Select the request from the list
  5. Either:
    1. Click on the   icon to make a section withdrawable
    2. Click on the section name in the top menu to make a question withdrawable
  6. Click on the   icon
  7. Select Private Section (or Private Question) 
  8. Enter the Except if details:
    1. Enter Question ID of the gateway question
    2. Select either:
      1. has response of (withdrawable)
      2. multi-selection includes (withdrawable)
    3. Select or enter the value that will make the section (or question)
  9. Publish the request

To withdraw (or reinstate) a withdrawable section or question:

  1. Navigate to the sections (or questions) list (as above)
  2. Click on Withdraw or Reinstate
  3. Either:
    1. Click on the   icon to withdraw the section (or question)
    2. Click on the   icon to reinstate the section (or question)

Once withdrawn, the providers' portal will display an   message on the gateway question states that at least one question has been withdrawn.


Notes:

  • Hidden questions are only available when the Allow Hidden Sections/Questions system setting is selected
  • Submissions for withdrawn questions and sections may still be received because some providers may have answered the gateway question prior to the section (or question) being withdrawn 


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