HC Request Form
Requester
Requester's Name (First, Last)
Preferred Email Address
Is person making request different from primary contact?
Please select...
Yes
No
Primary Contact of Request
Primary Contact Email Address
Manager of Requester
Email of Requester's Manager
Request
Request Type
Please select...
Health Cloud New User Creation
Change in Current User Access or Permissions
Reactivate User
Email/SMS Template Updates
Health Cloud Enhancement Request
Report Error in Health Cloud
Mass Data Load to Health Cloud
Report/Dashboard Creation
Team Training
Marketing Cloud Mass Email
Call Center Lite Job
Question/Troubleshooting
For a list of Request Type definitions click
here
.
All non-urgent requests will be required to be submitted at least 2 days prior to due date. Please set priority level based on the definitions below.
ALL URGENT REQUESTS WILL NEED MANAGEMENT APPROVAL PRIOR TO SUBMISSION.
Priority Definitions
:
Low- Completed 30-90 days from submission
Medium-Completed 14-30 days from submission
High-Completed 2-7 days from submission
Urgent-Completed 1-2 days from submission
Priority
Please select...
Low
Medium
High
Urgent
Date Needed By
10 characters left.
Date Needed By
10 characters left.
Date Needed By
10 characters left.
Date Needed By
Department
Please allow for 48 business for requests.
x
Epic
Story Points
Project
Health Cloud New user creation
New User's First Name
New User's Last Name
New User's Linkblue
10 characters left.
New User's Email Address
New User's Work Phone Number
10 characters left.
New User's Cell Number
10 characters left.
New User's R
ole
Please select...
Administrator
Comms
Wellness Coordinator
Contact Tracer
Facilities
Academics
Leadership
Conduct
PUI PDF reports
IPAC - UK Healthcare (UTS, ED, Turfland results)
Lexington Health Department User
Nurse Practicition
Report Viewer - Dean of Students
Reporting
Uploading Staff Consent Paperwork from Wildhealth Testing
New User Needs Access To
Health Cloud
Call Center Lite
Select All That Apply
New User Needs Sandbox Access To
UAT
SIT
Hotfix
Work-Life
Does new user need access to CTI? (phone system within Health Cloud)
Please select...
Yes
No
Does the new user
need the ability to text inside of Health Cloud?
Please select...
Yes
No
Email To Send To
Assign To
Edit section title
Report/Dashboard Creation
Department
Please select...
Health Corps
Work-Life
Elder Care
Report Type
Please select...
Call Center Lite Report
Health Cloud Report
Dashboard
Please list all filters and fields you would like in this report/dashboard.
Please list fields you would like included. Include the criteria you would like the report/dashboard to meet.
Preferred Report Name
*please attach your data file here.
Assign To
Marketing Cloud Mass Email Send
Email Template Name
Email File Path - Please include the folder path to access your email template
(Ex: Content Builder > Enrollment Management > App Push > 2019-20 App Push)
Sender Profile
Name of report if created previously. If none, enter N/A.
Report Link
Population Size
Send Date
Send Time
Assign To
Data load in to Health Cloud
Department
Department
Please select...
Contact tracer
External
Marketing
Wellness coordinator
Description of data population (include source and population size)
Purpose Of Data Load
Data to upload (.csv or .xls)
This population includes student numbers
No response
Yes
No
Assigned To
Training internal to the team
Department
Please select...
Health Corps
Work-Life
Elder Care
Training Area Or Topic
Assigned To
Training external to the team
Department
Please select...
Communications
Contact Tracer
Wellness Coordinator
Elder Care
Work-Life
External
Marketing
Training Area Or Topic
Assigned To
Error in Health Cloud
Tag
Please select...
Bug
Fix
Description
If you are experiencing unexpected behavior please attach a screenshot demonstrating the problem
Assigned To
Reactivate User
Returning User First Name
Returning User Last Name
Returning User Email Address
Returning User Linkblue
10 characters left.
Returning User Role
Returning User Cell Number
10 characters left.
Returning User Work Phone
10 characters left.
Returning User Permission Requests
Please select...
Call Center Lite
Health Cloud
To make multiple selections, press Ctrl and click on selection.
x
Does returning user need access to CTI? (Phone system within Health Cloud)
Please select...
Yes
No
Does the returning user need the ability to text inside of Health Cloud?
Please select...
Yes
No
Does the returning user need a new UK work number to be created by ITS?
Please select...
Yes
No
Health Cloud Enhancement Request
What change is being requested?
Please select...
List View
Queue
Task
Other
Other Request
Attach copy of requested changes in
approved
format
Health Cloud Change Requests are subject to evaluation and approval by Leadership.
Access Change of Current User
User First and Last Name
Linkblue of User
10 characters left.
User's Current Access: (Select All That Apply)
Please select...
Comms
Wellness Connector
Contact Tracer
Facilites
Academics
Ops
Conduct
Leadership
Texting within Health Cloud
CTI(Phones system within Health Cloud)
Call Center Lite
To make multiple selections, press Ctrl and click on selection.
x
User Needs Access To: (Select All That Apply)
Please select...
Comms
Wellness Connector
Contact Tracer
Facilities
Academics
Ops
Conduct
Leadership
Texting Within Health Cloud
CTI (phones within Health Cloud)
Call Center Lite
To make multiple selections, press Ctrl and click on selection.
x
Specific Details of Permissions Requested if Not Above
Email/SMS Template Change
Requested Changes
Please select...
SMS Template
Email Template
To make multiple selections, press Ctrl and click on selection.
x
Upload Requested Changes in
Approved
Format
Health Cloud Change Requests are subject to evaluation and approval by Leadership.
Call Center Lite Job
Linkblue
Preferred Email
First Name
Last Name
Department
Call Job Intent
Please select...
Application Push
Confirmation Push
Course/Class Registration
Event Attendance
Event No Show Follow Up
FAFSA Completion
Financial Counseling
General Outreach (No Specific Intention)
Handling Transition (COVID-19)
Incomplete Application
Involvement Promotion
Missing Application Items
Other
Promotion Only
Special Offer
Welfare Check
Select The Date You Will Begin Calling
List Of Callers With Linkblues
Please copy and paste the list of callers here. If you have callers who are new to Salesforce, please include their first name, last name, Linkblue, e-mail, address, and department.
Description Of The Call Job
To create a Call Job you'll need to provide a Calling population. Please select your Call Job population type.
Please select...
Salesforce Report
File Upload
Calling population Option 1
If you have a previously created Salesforce report, please provide the report name or link here.
Calling population option 2
Call Script (.doc or .pdf)
sf_aa_product_tag
sf_aa_team_tag
sf_aa_team_epic_ID
sf_aa_team_BA
sf_aa_team_subject
agf__Story_Points__c
agf__Help_Status__c
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