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Creating requests

Overview

You have three options when creating requests:

This article explains how to create requests from scratch.

Creating requests

  1. From the Requests page, click Create New and select Create New Request.
  2. 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.
  3. Click Create. A success message appears.
  4. The Summary page appears. Do the following as necessary:
    • Specify the title and request summary in the designated textboxes.
    • You can add attachments by clicking the Attachment icon and then browse and upload the attachment. The count of attachments added will be displayed adjacent to the icon.
    • Add non-disclosure agreement (NDA) if applicable (you can add an NDA document and request signature from the responders before they start responding to the questionnaire).
      • To add the default non-disclosure agreement (NDA), turn on the NDA toggle.
        Note: You can edit the default NDA by going to Organization Settings > Request Management > NDA.
      • To add a different NDA, turn on the eSign toggle, upload the documents (.pdf or .docx), and configure for signatures.
  5. Click Next. The Questionnaire page appears.
  6. 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. Select Upload Documents.
      2. When the Import File pop-up displays, upload a standard format file or any file of your choice by following 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.
  7. 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.
  8. 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.
  9. Click Save.
  10. Click Next.
  11. 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.
  12. Click Save.
  13. Click Publish.
  14. 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.

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