Request Management System Update

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Presentation transcript:

Request Management System Update Contact: Russell Quattlebaum or Don Martin rquattlebaum@spp.org or dmartin@spp.org (501) 614-3520 or (501) 614-3309

RMS We have been using the Request Management System (RMS) since October 2012 System has been updated and changed as we learned best practices, and at user suggestion (e.g., allow notes to closed Requests, close upon confirmation of Submitter, reduced number of e-mail notifications viewed as repetitive) We have added the capability of Submitters to close their own Requests

RMS - Enhancement When viewing a Request, there are three options for initiating the close process: ‘Close’ option under the “Request Detail” view ‘Close’ button at top of Request ‘Close’ button at bottom of Request

RMS – Close (First Click) After clicking one of the ‘Close’ options, you will select one of two options to confirm your intent: ‘Close Request’ button at top of Request ‘Close Request’ button at bottom of Request You are also given the opportunity to add a Note should you choose.

RMS – Close (Tasks Incomplete) All Tasks associated with your Request must be marked as ‘Complete’ prior to closing a Request. If that is not the case, you will see the message above. In this case, click “OK” in the message, and add a note saying you are ready to close the Request. A Customer Relations Representative will close the Tasks and initiate closing the Request.

RMS – Close (Successful) If all Tasks associated with your Request are marked as ‘Complete,’ you will see the Request marked as ‘Closed (red arrows). You may still add a Note should you wish, by clicking on either of the “Add Note” buttons (green arrows at top and bottom of Request).

Thank you for your use and support of the RMS! RMS - Conclusion All other functionality remains the same Requests may still be closed by SPP staff if you add a note saying your Request is complete. You may always submit feedback and suggestions for continuous improvement through the RMS survey Thank you for your use and support of the RMS!