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.
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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
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Template Content
Business Process1
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Categories
Operations
Platforms
Template Content
Business Process1
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