Creating Requests

Overview

This article explains how to create requests from scratch.

Select the applicable tab for your edition of Responsive.

Creating Requests
1. Click Requests from the left navigation pane. The Manage Requests page appears.
2. Click Create New. The request creation window appears with the following options:
  - Create new request
  - Creating Request from a template
  - Create a Template
Creating New Request
1. Select Create New Request. The New Request page appears with Request Basic Details, Request Timeline, and custom sections if any.
Request Basic Details
1. Specify the request name, select the request type (mandatory).
2. Specify the deal size.
3. Select the request stage from the drop-down list.
4. Specify the request owner.
Request Timeline
1. Select the time zone.
2. 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.
1. Click Create. A success message appears and you will be navigated to the Summary page.
Summary
1. Specify the request summary in the designated textbox.
2. You can add an attachment by clicking the attachment icon and then browse and upload the attachment. The count of attachments added will be displayed adjacent to the attachments icon.
3. Click Next. The Questionnaire page appears.
Questionnaire

You can add sections and questions manually, or add them from any existing template. You can also upload the questionnaire file.

Add Sections Manually
1. Click Add Sections. The Add Sections pop-up appears.
2. Specify the section name. (Each line will be added as a new section)
3. To add authors, click the Authors tab. The Authors tab expands.
4. Click Add Authors, specify the authors, due date, and message.
5. To add reviewers, click the Reviewers tab. The Reviewers tab expands.
6. Click Add Reviewers, specify the reviewers, due date, and message.
7. Click Add. The Questionnaire page appears with the sections that were created.
Add Sections From Template
1. Select Use Template. The Import Template pop-up appears with the list of available templates.
2. Select the checkbox associated with the required template and click Import.
  Note: To preview a template, click on the required template. The Section Preview pop-up appears from where you can view the questionnaire within the template.
3. The template will be imported and the Questionnaire page appears from where you can add more sections/questions to the template.
4. To add multiple questions to the section, click Add Questions. The Add Questions pop-up will be displayed.
5. You can add each new question in a new line. Specify the Answer Header, select the Answer Type, and mark if the question is mandatory.
6. Click Add to add questions to the section.
7. To add a single question to the section, click Add New Question. The question fields will be displayed.
  Note: For questions, you have options to select from these answer types: Basic Rich Text, Full Rich Text, Date, Dropdown, Radio, Checkbox, File Attachment, Scale, Table, and Label.
8. Once the section and questions are added/configured, click Next on the top navigation bar.
Uploading Sections
1. To upload sections and questions through a file, select Upload Documents. The Import File pop-up will be displayed.
2. You can either upload a standard format file or any file of your choice and then follow the standard upload procedures, by configuring the sections and questions.
  - You can search sections using the search textbox.
  - You can reorder sections by clicking the icon.
1. Click Next.
  Note: From the More menu options, you can perform actions such as edit section, reorder questions, submit for review, manage comments and attachments, save the questionnaire as a template, and delete the questionnaire.
Scorecard
1. The default scorecard will appear with the max score set in the Request Settings and default priority of 10 for all questions.
  Note: To change the existing score card and add a new one, refer to Create Scorecard.
2. To update the priority of each question, select the value from the drop-down.
3. To equalize the weightage for each question based on the priority set, click the three-dot icon and select Equalize weight.
Note:
- 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.
Adding Evaluators
1. Click the plus icon adjacent to Evaluators. The Add Evaluators pop-up appears.
2. Click Add Evaluators. The Evaluators section appears, specify the evaluator and click Save.
3. Repeat the process to add more evaluators.
4. To assign an evaluator to a section, select the associated checkbox.
5. Click Save.
6. Once the scorecard is set and evaluators are added, click Next. The Responders page appears.
Responders
1. To add a new responder, click New Responder. The Create Responder pop-up appears.
2. Specify the details and click Save.
3. You can also select responders from the list of already available responders.
4. Once the responders are selected, click Next to view the list of existing responders.
Note: You can anytime add more responders by clicking Add Responders.

Note: At any time from the request creation till publishing,
- you can view the questionnaire preview by selecting Preview from the three-dot menu.
- You can view and manage the request settings by selecting Request Settings from the three-dot menu.
Publish
1. Click Publish to publish the request. The Publish Requests to Respondents pop-up appears.
2. You can modify the request stage, if required.
3. Specify a subject and content and click Publish. The request would be published and a notification email will be sent to the respondents.
The newly created request will be displayed in the request page. You will have options to complete, cancel, archive, or delete the request from this page. Selecting the required option will display the corresponding dialog box. You can specify the details and proceed with the action.
Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

Creating Requests
1. Click Requests from the left navigation pane. The Manage Requests page appears.
2. Click Create New. The request creation window appears with the following options:
  - Create new request
  - Creating Request from a template
  - Create a Template
Creating New Request
1. Select Create New Request. The New Request page appears with Request Basic Details, Request Timeline, and custom sections if any.
Request Basic Details
1. Specify the request name, select the request type (mandatory).
2. Specify the deal size.
3. Select the request stage from the drop-down list.
4. Specify the request owner.
Request Timeline
1. Select the time zone.
2. 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.
1. Click Create. A success message appears and you will be navigated to the Summary page.
Summary
1. Specify the request summary in the designated textbox.
2. You can add an attachment by clicking the attachment icon and then browse and upload the attachment. The count of attachments added will be displayed adjacent to the attachments icon.
3. Click Next. The Questionnaire page appears.
Questionnaire

You can add sections and questions manually, or add them from any existing template. You can also upload the questionnaire file.

Add Sections Manually
1. Click Add Sections. The Add Sections pop-up appears.
2. Specify the section name. (Each line will be added as a new section)
3. To add authors, click the Authors tab. The Authors tab expands.
4. Click Add Authors, specify the authors, due date, and message.
5. To add reviewers, click the Reviewers tab. The Reviewers tab expands.
6. Click Add Reviewers, specify the reviewers, due date, and message.
7. Click Add. The Questionnaire page appears with the sections that were created.
Add Sections From Template
1. Select Use Template. The Import Template pop-up appears with the list of available templates.
2. Select the checkbox associated with the required template and click Import.
  Note: To preview a template, click on the required template. The Section Preview pop-up appears from where you can view the questionnaire within the template.
3. The template will be imported and the Questionnaire page appears from where you can add more sections/questions to the template.
4. To add multiple questions to the section, click Add Questions. The Add Questions pop-up will be displayed.
5. You can add each new question in a new line. Specify the Answer Header, select the Answer Type, and mark if the question is mandatory.
6. Click Add to add questions to the section.
7. To add a single question to the section, click Add New Question. The question fields will be displayed.
  Note: For questions, you have options to select from these answer types: Basic Rich Text, Full Rich Text, Date, Dropdown, Radio, Checkbox, File Attachment, Scale, Table, and Label.
8. Once the section and questions are added/configured, click Next on the top navigation bar.
Uploading Sections
1. To upload sections and questions through a file, select Upload Documents. The Import File pop-up will be displayed.
2. You can either upload a standard format file or any file of your choice and then follow the standard upload procedures, by configuring the sections and questions.
  - You can search sections using the search textbox.
  - You can reorder sections by clicking the icon.
1. Click Next.
  Note: From the More menu options, you can perform actions such as edit section, reorder questions, submit for review, manage comments and attachments, save the questionnaire as a template, and delete the questionnaire.
Scorecard
1. The default scorecard will appear with the max score set in the Request Settings and default priority of 10 for all questions.
  Note: To change the existing score card and add a new one, refer to Create Scorecard.
2. To update the priority of each question, select the value from the drop-down.
3. To equalize the weightage for each question based on the priority set, click the three-dot icon and select Equalize weight.
Note:
- 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.
Adding Evaluators
1. Click the plus icon adjacent to Evaluators. The Add Evaluators pop-up appears.
2. Click Add Evaluators. The Evaluators section appears, specify the evaluator and click Save.
3. Repeat the process to add more evaluators.
4. To assign an evaluator to a section, select the associated checkbox.
5. Click Save.
6. Once the scorecard is set and evaluators are added, click Next. The Responders page appears.
Responders
1. To add a new responder, click New Responder. The Create Responder pop-up appears.
2. Specify the details and click Save.
3. You can also select responders from the list of already available responders.
4. Once the responders are selected, click Next to view the list of existing responders.
Note: You can anytime add more responders by clicking Add Responders.

Note: At any time from the request creation till publishing,
- you can view the questionnaire preview by selecting Preview from the three-dot menu.
- You can view and manage the request settings by selecting Request Settings from the three-dot menu.
Publish
1. Click Publish to publish the request. The Publish Requests to Respondents pop-up appears.
2. You can modify the request stage, if required.
3. Specify a subject and content and click Publish. The request would be published and a notification email will be sent to the respondents.
The newly created request will be displayed in the request page. You will have options to complete, cancel, archive, or delete the request from this page. Selecting the required option will display the corresponding dialog box. You can specify the details and proceed with the action.