Figure : Request for Service Life Cycle Initial A Service Request created by the Requestor or Core Personnel will receive the status. “Initial” While the status is the Requestor or Core Personnel may enter or edit necessary details “Initial”, for the Request The Requestor or Core Personnel can delete a Request with this status. Pending Approval After the creation of the Request, the Requestor or Core Personnel will submit the Request to the Core for review and approval. Upon submission, the Request status is changed to “Pending Approval”. While the Request status is Approval”, the Core Personnel can change the Request “Pending status to Review”, or As shown in Figure 2. “Cancelled”, “In “Approved”, “Rejected” While the Request status is Approval”, the Requestor can change the status to “Pending “Cancelled”. In Review The Core Personnel will accept the Request for Review and the Request status changes to “In Review”. The Core Personnel can consult with the Requestor to fill in and finalize the details of the Request. The Core Personnel can add or remove Service on the Request. The Core Personnel can cancel or reject the Request. When the Core Personnel are satisfied with the details of the Request, they can change the status of the Request to “Approved”. Approved This is the active state of the Request. The Core Staff can start working on Requests in this status. The Service Tasks associated with the Request are performed and subsequent operations like service execution, peer review, and invoice generation are allowed. This operation requires that the Service Request have the status of Approval” “Initial”, “Pending or Review”. “In The Core Personnel can submit and approve the Request on creation time using & ‘Submit Approve’ button. The Core Personnel can add or delete Service Tasks to the Request. The Core Personnel will also have an option to cancel the Request that has this status. Completed When all the Service associated to the Request are completed (all Service Tasks have the status the Request will be automatically marked as Completed. This is the last state of “Billed”), the Request. Once the Request is marked as Completed no further operations to the Request or associated Service Tasks allowed. Cancelled The Core Personnel can cancel a Request that has the status of approval”, “Pending “Approved”, or Review”. “In The Requestor can cancel the Request in the or Approval” statuses. “Initial” “Pending
Figure : Request for Service Life Cycle Initial A Service Request created by the Requestor or Core Personnel will receive the “Initial” status. While the status is “Initial”, the Requestor or Core Personnel may enter or edit necessary details for the Request The Requestor or Core Personnel can delete a Request with this status. Pending Approval After the creation of the Request, the Requestor or Core Personnel will submit the Request to the Core for review and approval. Upon submission, the Request status is changed to “Pending Approval”. While the Request status is “Pending Approval”, the Core Personnel can change the Request status to “Cancelled”, “In Review”, “Approved”, or “Rejected” As shown in Figure 2. While the Request status is “Pending Approval”, the Requestor can change the status to “Cancelled”. In Review The Core Personnel will accept the Request for Review and the Request status changes to “In Review”. The Core Personnel can consult with the Requestor to fill in and finalize the details of the Request. The Core Personnel can add or remove Service on the Request. The Core Personnel can cancel or reject the Request. When the Core Personnel are satisfied with the details of the Request, they can change the status of the Request to “Approved”. Approved This is the active state of the Request. The Core Staff can start working on Requests in this status. The Service Tasks associated with the Request are performed and subsequent operations like service execution, peer review, and invoice generation are allowed. This operation requires that the Service Request have the status of “Initial”, “Pending Approval” or “In Review”. The Core Personnel can submit and approve the Request on creation time using ‘Submit & Approve’ button. The Core Personnel can add or delete Service Tasks to the Request. The Core Personnel will also have an option to cancel the Request that has this status. Completed When all the Service associated to the Request are completed (all Service Tasks have the status “Billed”), the Request will be automatically marked as Completed. This is the last state of the Request. Once the Request is marked as Completed no further operations to the Request or associated Service Tasks allowed. Cancelled The Core Personnel can cancel a Request that has the status of “Pending approval”, “Approved”, or “In Review”. The Requestor can cancel the Request in the “Initial” or “Pending Approval” statuses.
crd_-_service_requests_user_guide_v1.0.docx