Hi All,
My organization is looking to build a list/extraction request form that can be sent over to teams that have ad-hoc list requests. Would anyone out there have one built already?
Or are there any thoughts on what should be included? We would want it to include a few standard sections that ask what they need, the who, what, when, etc. I also want to build out a section that asks what types of outputs they need.
I'm thinking it would be best to build it in google docs or cognitio forms so that I can just send out a link for people to fill out.
Any suggestions or examples would be helpful. All of the form posts that would have helped ate 10+ years old and all the links are dead.
Thanks everyone!
I don't have a current one yet..new to Tessitura, but if it helps, ones I have worked with in the past got a little to technical and lost adoption.
I would suggest a shared drive form with some generalized asks. One thing that I found helpful was asking them to define the use for the data and what they are trying to accomplish.
Sections on include, dates, exclude and displayed data are super useful. Hope this helps.