Department Request Process - Microsoft Planner
Department Request Process - Microsoft Planner
Laserfiche
Streamline and track requests made to a particular department, automate the creation and updating of tasks in the task tracking software - Microsoft Planner.
Free
Streamline and track requests made to a particular department, automate the creation and updating of tasks in the task tracking software - Microsoft Planner.
Get a Demo
Description
This process enables individuals within an organization to request assistance from a specific department for their projects. The department reviews the request and assigns it to a team member for completion. An integration automatically pushes tasks to Microsoft Planner, a task tracking software. Once the request is complete, the assigned team member provides final details, which are then tracked in the repository. This is a generalized solution that can be customized to accommodate the different types of requests a particular department receives.
Participants
Department Team or Manager: Assigns tasks to a department member or sends them back to the initial requester for additional details.
Employee: Fills out initial information for a request to the department or resubmit information if necessary.
Department Team Member: Completes the task and updates fields to match the actual task information.
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
Operations
Platforms
Template Content
Business Process1
Laserfiche is the leading global provider of intelligent content management and business process automation. The Laserfiche® platform enables organizations in more than 80 countries to transform into digital businesses. Customers in every industry—including government, education, financial services and manufacturing—use Laserfiche® to boost productivity, scale their business and deliver digital-first customer experiences.
Categories
Operations
Platforms
Template Content
Business Process1
CREATE YOUR OWN TEMPLATE
Submit a Solution Template
You can submit your own solutions to be shared on the Laserfiche Solution Marketplace. Share your best business processes, workflows, and more!