HC Request Form

Requester

Requester's Name (First, Last)

Preferred Email Address

Is person making request different from primary contact?

Primary Contact of Request

Primary Contact Email Address

Manager of Requester

Email of Requester's Manager

Request

Request Type

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

Date Needed By

Department

Please allow for 48 business for requests.

Epic

Story Points

Project

Health Cloud New user creation

New User's First Name

New User's Last Name

New User's Linkblue

New User's Email Address

New User's Work Phone Number

New User's Cell Number

New User's Role

New User Needs Access To

Health CloudCall Center LiteSelect All That Apply

New User Needs Sandbox Access To

UATSITHotfixWork-Life

Does new user need access to CTI? (phone system within Health Cloud)

Does the new user need the ability to text inside of Health Cloud?

Email To Send To

Assign To

Edit section title

Report/Dashboard Creation

Department

Report Type

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

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 responseYesNo

Assigned To

Training internal to the team

Department

Training Area Or Topic

Assigned To

Training external to the team

Department

Training Area Or Topic

Assigned To

Error in Health Cloud

Tag

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

Returning User Role

Returning User Cell Number

Returning User Work Phone

Returning User Permission Requests

To make multiple selections, press Ctrl and click on selection.

Does returning user need access to CTI? (Phone system within Health Cloud)

Does the returning user need the ability to text inside of Health Cloud?

Does the returning user need a new UK work number to be created by ITS?

Health Cloud Enhancement Request

What change is being requested?

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

User's Current Access: (Select All That Apply)

To make multiple selections, press Ctrl and click on selection.

User Needs Access To: (Select All That Apply)

To make multiple selections, press Ctrl and click on selection.

Specific Details of Permissions Requested if Not Above

Email/SMS Template Change

Requested Changes

To make multiple selections, press Ctrl and click on selection.

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

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.

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