List/report request template

Hello.

Do any of you have a standard imformation request template or form that people use when they need a list or a report done?  How simple or detailed is the form?  Would you be willing to share an example?

Thak you so much,

Sharon

  • People here are meant to fill in a request via our request management system and what they are asked to supply there is:

    Report Name

    Purpose of Report

    Required Search Parameters

    Required Output (or attach an example)

    However they very rarley do and I have to go and sit with them and work through it all with them.

    Caryl

     

     

     

  • I created a list request form that I make everyone fill out if they need to do a mailing and such. I'll post it on my profile page for you to take a look.

    Karen

  • Oh. Watch out, the form I created is protected so people can only fill in the blank spaces, but you can remove the protection to update it as there is no password for the protection.

    Karen

  • Wonderful stuff!

    Thank you

     

    From: Karen Sterkowicz [mailto:bounce-karensterkowicz7553@tessituranetwork.com]
    Sent: Thursday, September 09, 2010 1:20 PM
    To: Sharon Grayton
    Subject: Re: [Tessitura Technical Forum] List/report request template

     

    Oh. Watch out, the form I created is protected so people can only fill in the blank spaces, but you can remove the protection to update it as there is no password for the protection.

    Karen

    From: Karen Sterkowicz <bounce-karensterkowicz7553@tessituranetwork.com>
    Sent: 9/9/2010 12:15:36 PM

    I created a list request form that I make everyone fill out if they need to do a mailing and such. I'll post it on my profile page for you to take a look.

    Karen




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