Creating requests from templates

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

1. From the Requests page, click Create New and select Create Request From Template.
   
2. 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.
3. 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.
4. Click Create. A success message appears
5. The Summary page appears with the summary details pre-populated from the template. Make modifications as required.
6. Click Next.
7. The Questionnaire page appears with the pre-populated information from the template. Add, remove, or modify sections/questions as required.
8. Click Next.
9. 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.
   1. To update the priority of each question, select the value from the drop-down.
   2. To equalize the weightage for each question based on the priority set, click the three-dot Menu and select Equalize weight.
   3. To reset the values, select Reset Values from the three-dot Menu.
   4. To turn off the priorities, turn off the Priority toggle from the three-dot Menu.
   5. To add evaluators:
      1. Click the + icon adjacent to Evaluators. The Add Evaluators pop-up appears.
      2. Click Add Evaluators and specify the evaluator, then click Save. Repeat this process to add multiple evaluators.
      3. Select the associated checkbox to assign an evaluator to a section.
10. Click Save.
11. Click Next.
12. The Responders page appears. Do the following as necessary:
    1. Click New Responder.
    2. When the Create Responder pop-up appears specify the details. You can select responders from the list of already available responders.
    3. 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.
13. Click Save.
14. Click Publish.
15. 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.