Let's take a look at the technology request form and process. To submit a technology request. Visit the website, services dot u del.edu. Click the sign-in link in the top right corner and login with your UD credentials. Next, you can either search for the technology request or navigate directly to it by clicking on services, solution development and design. And then clicking on the technology request for. As with any process, it's important to read the instructions to ensure you understand how the service works and the purpose it serves. You'll also find links to the Voluntary Product Accessibility Template and the H0 ISC community vendor assessment tool, or heck, that, which you'll need to have the vendor complete for a new solution. Add honor plug-in and solutions you plan to renew if they have not gone through this process previously. After you've read the instructions, click on the request service button located towards the top right of the screen. Next, you'll fill in all required fields. It's always a good idea to provide a budget contacts we can reach out to in order to confirm funding information. You can also provide one additional contacts such as your IT Pro, to help answer questions our technical team may have along the way. Next, choose your solution type. Choose the new solution option if you're looking to start using new software, cloud services or other new services, if you're requesting an add-on to an existing solutions such as Canvas zoom, Google, office 365, or another existing solution, please use the new solution option as well. For existing services that are coming up for renewal. Use. The renewal option. If you have an idea for a technology project or idea for a process, you'd like to find a technology solution for select Project Discovery. In cases where you've already identified what type of solution you need, but need to go through a competitive bidding process to find the right vendor Fleck, request for proposal or RFP. If you are changing an existing solutions such as adding an additional service from the same vendor or changing the way you use an existing solution. Select the Contact Change option. And finally, for purchases involving physical hardware such as servers, computers, monitors, and other equipment, use the hardware option. Based on the solution type you selected above, you'll be presented with additional questions. Please provide as much detail as you can, including links to relevant information and attach an unrelated contractual documents, order forums, addendum previous contracts and the required documentation such as the heck, that if you don't have all of this documentation at the time you submit the request. You can also attaches information later. Also provide how much the solution will cost if the solution is free, simply type 0, and provide any ongoing annual costs such as renewal fees or other support costs such as consultant time. When you provided all the information, click the Request button. Be sure you provided enough information. So someone who knows nothing about the solution will easily be able to understand what it is, how it will be used. The data involved, the audience that we'll be using it, and potential areas where IT may need to assist, such as with implementing single sign-on or integrating with other systems on campus. Once you click the Request button, you'll see a screen like this confirming that your request was submitted. From here, you can create another request just like this, using the technology request form. You can view the requests you just created or view any of your other ticket requests that are currently in process? I'm a ticket details page. I can see all the information I submitted as well as what is currently happening with my ticket. At the top, I can see the request ID. This is useful if I ever need to reach out to reference it by email, I can see the status of my ticket. It looks like this Tickets currently open, but not in process yet. I can see the requester. In this case. I didn't submit this ticket, someone else did. I'm just viewing it. I've got a few actions here at the top to add an attachment. So again, if I needed to add the heck that or additional contracts that I got later after submitting this request, I could do this here. I can also add attachments down in the attachments section here by either dragging and dropping an attachment to this area or clicking this button in the top right. I can also view or remove attachments that previously had. I can also add alerts. This is very useful if I want to be notified when certain things happen with my ticket, such as when all tasks are completed. If the tickets completed at the ticket is due, this is driven by the date that you provide when filling out the technology request form. If the ticket suddenly goes to in process. So since my ticket is open right now, this is useful for me to know when it's starting to be worked on. If the tickets overdue. I'm going to save these alerts a little farther down in addition to some of the ticket details that were provided when I submitted the ticket, I can also see the process workflow stages. The technology request process has three stages. An initial Treehouse review where we confirm funding and what type of request you got, collect any additional information needed, and maybe ask a few follow-up questions. Once we've confirmed funding and have all the information that we think we need. The request will go under review in the next stage, where we include other subject matter experts from IT, the Office of General Counsel and procurement, as well as potentially other areas of the university to review the information you provided and see if there are any major concerns or planning that is take place to ensure that the solution will be implemented successfully. Once all reviews have taken place and a decision has been made on the request, the ticket will move into the request finalization stage. This is where we do any final wrap up before the contract is signed. Or we say that we're willing to move forward with this particular request. If you hover over the icons here, you can see what each one means. In this case, the green square. It means that this particular stages in process. And the blue dash means that these students two stages are currently pending. If you see a green check mark, that'll mean that the stage has been completed. Just below that, I can see the current workflow step that's happening. This provides me additional information about what exactly is happening within each of these stages. So within initial triage review, there's currently a step for feasibility review. If I click on this workflow step, I can get even more information about what exactly is happening on this step and who's assigned to it. To get back to the main ticket page, I can click on the ticket me. I can also add comments. So if I want to know what's going on with my ticket to follow up on something that someone asked me. I can add comments here. By clicking on the comment button. I can choose who to notify. If I click on this, it'll add everybody that's a part of the ticket and I can remove people that I might not need to notify. Add my comment, and click save to post it. The folks that are in this box will be notified of my message. To get back to this ticket page in the future, you can use the link that was sent to you in the e-mail message once you once you submitted this request, or you can go to services ticket requests. And here you'll see a list of tickets that you submitted. You can click on the ticket again to get all of that same information that we just looked at. If you were not the submitter of EverQuest, but you know that you're a contact for the request. You can also check this option to see all tickets that you are associated with. Here you can see that I now have several their ticket showing up in my queue. In some cases, you may be notified that you need to take action on a particular step for this ticket. In that case, you can click on the link in the e-mail message that you receive, but you can also go to services. My approvals. And here you will see any tickets that you currently have a step that you are assigned to. If I click on this particular step, I can see what exactly the actions are that I have to take. In this case. I have to determine that this request is feasible or not feasible. And if I'm still not sure exactly what to do for this particular action, I can scroll down for more information and a description about what this task requires me. Once I'm ready to make a decision, I'll go ahead and click on one of these buttons up here. And that concludes our tutorial for today. If you have any questions about this process, please contact the IT project management office AT IT dash PMO at u del.edu.
Technology Request Overview
From Sarah Meadows December 11, 2020
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A quick overview using the Technology Request form and how to view, manage, and update your tickets.
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