Department Request Process - AgilePlace
Department Request Process - AgilePlace
Laserfiche
Streamline and track requests made to a particular department, automate the creation and update cards in the task tracking software, AgilePlace.
Free
Streamline and track requests made to a particular department, automate the creation and update cards in the task tracking software, AgilePlace.
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Description
This process allows employees in an organization to request assistance from a particular department for a project. The department reviews the request and assigns it to a team member to complete. An integration pushes the tasks to a task tracking software, Planview AgilePlace (previously known as LeanKit). Once the request is complete, the assigned team member fills out the final details about the request, which will be stored and tracked in the repository. This is a generalized solution that can be tailored to the types of requests a particular department receives.
Participants
Employee: Fills out initial information for a request to the department or resubmits information if required.
Department Team Member: Completes the task and modifies the fields to match the actual task information.
Department Team or Manager: Assigns a task to a department member or sends back to the initial requester for additional details.
Laserfiche Repository
Requests and additional uploads are saved to \Solution Templates\Department Request\[Year of Submission]\Department Request – [Request Subtype] – [Final Request Title] Shortcuts are also created within \Solution Templates\Department Request\*By User\[Assigned Team Member] Created request folders are assigned the Department Request template
Categories
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Template Content
Business Process1
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Categories
Operations
Platforms
Template Content
Business Process1
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