Overview
You have three options when creating requests:
- Create Request: Let's you create requests from scratch.
- Create from Template: Let's you create requests from templates.
- Create Template: Let's you create request templates.
This article explains how to create requests from templates.
Creating requests from templates
- From the Requests page, click Create New and select Create Request From Template.
- The Select Template page appears with the list of available Request templates. Click a template to select it, then when the template’s Summary page appears click Choose This Template.
- The New Request page appears with Request Basic Details, Request Timeline, and custom sections if any. Do the following as necessary:
- Request Basic Details section:
- Specify the request name, select the request type (mandatory).
- Specify the deal size.
- Select the request stage from the drop-down list.
- Specify the request owner.
- Request Timeline section:
- Select the Time zone.
- Specify the date and time for Clarification Submission Due Date, Response Due Date, Result Announcement Date, and Publish Date.
Note: Publish Due Date and Response Due Date are mandatory fields.
- Request Basic Details section:
- Click Create. A success message appears
- The Summary page appears with the summary details pre-populated from the template. Make modifications as required.
- Click Next.
- The Questionnaire page appears with the pre-populated information from the template. Add, remove, or modify sections/questions as required.
- Click Next.
- The default scorecard appears with the max score set in the Request Settings and default priority of 10 for all questions. Do the following as necessary:
Note: To change the existing score card and add a new one, see Creating and Managing Scorecards.- To update the priority of each question, select the value from the drop-down.
- To equalize the weightage for each question based on the priority set, click the three-dot Menu and select Equalize weight.
- To reset the values, select Reset Values from the three-dot Menu.
- To turn off the priorities, turn off the Priority toggle from the three-dot Menu.
- To add evaluators:
- Click the + icon adjacent to Evaluators. The Add Evaluators pop-up appears.
- Click Add Evaluators and specify the evaluator, then click Save. Repeat this process to add multiple evaluators.
- Select the associated checkbox to assign an evaluator to a section.
- Click Save.
- Click Next.
- The Responders page appears. Do the following as necessary:
- Click New Responder.
- When the Create Responder pop-up appears specify the details. You can select responders from the list of already available responders.
- Once the responders are selected, click Next to view the list of existing responders.
- You can add more responders at any time. Click Add Responders to add them manually or Upload Responders to upload them through an Excel file.
- You can preview the questionnaire by selecting Preview from the three-dot Menu.
- You can view and manage request settings by selecting Request Settings from the three-dot Menu.
- Click Save.
- Click Publish.
- The Publish Requests to Respondents pop-up appears. Modify the request stage, if required, specify a subject and content, then click Publish.
- The request is published and notification emails are sent to the respondents.
- The newly created request displays in the request page, where you can complete, cancel, archive, or delete the request.