EMS Header
  Welcome:


Requesting a meeting to discuss new or existing feature, function, process, or application
Need user training on a new or existing feature, function, process, or application
New functionality, feature, process or application that does NOT currently exist
Modification, addition, correction, removal, of existing feature
Something is broken, not functioning as expected, producing incorrect results
Salesforce | TargetX (login, user management, permissions, settings)
Automate | Set-up a CRM process for existing business procedures. Note: Methods and procedures being automated into the CRM or another tool may and will usually change from current or existing procedures being utilized outside of the CRM.
Request documentation be developed or revised for a CRM business process or procedure 

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EMS Header
   

Request Details
   

   

Field: Topic - Select the primary item as the  request SUB-CATEGORY

Field: Topic - Select the primary item as the  request SUB-CATEGORY

Field: Topic - Select the primary item as the  request SUB-CATEGORY
Provide Form Number(s), Enter Comments eg: Keep/Modify/Clone Form # nnnnnn -OR- enter "No Existing Form"
   

Field: Sub-Topic - Check all vendor(s) to be processed
                                                                                                                       

Field: SUB-TOPIC - Select the primary object as the TOPIC

Field: SUB-TOPIC/ITEMS- Select the primary object as the TOPIC
   

Field: Sub-Topic/Items
Provide Form Number(s), Enter Comments eg: Keep/Modify/Clone Form # nnnnnn -OR- enter "No Existing Form"
                                                                                          
                              
 Vendor(s) Data Loads  (Listed in the order of loading sequence)
                 
Field: SUB-CATEGORY
                                                                                 

Field: TOPIC
                                                                                 

Field: TOPIC
                                                                         

Field: SUB-TOPIC - Select one as the primary choice.  NOTE: * Prices may change without prior notification.
                                                               

Field: Sub-Topic - Select as many as apply...
                                                                                                                                    


User is sent email for agreeing to accept the "Terms and Conditions" for request approval.


       
 

  Request is not pressing but would be beneficial or is needed in the near future

  Request needs discussion | resolution | implementation soon to improve 

  productivity

  Request must be resolved | provided very soon to prevent any significant negative 

  impact

  Immediate resolution required due to significant affects on business process | 

  productivity

     

  No impact to internal business processes | individuals, systems or services
  Low to minimal impact on business processes, business unit members, no real
  immediate issue restricting work flow
  Need resolution or implementation soon to prevent potential or continuing negative
  impact on business process or business unit productivity
  Impact on internal | external business processes needs immediate attention and
  resolution to fix, patch, or curtail issues restricting data or business processing.
 
Desc Ex.
Desc Ex.
Desc Ex.
Desc Ex.
Desc Ex.

Provide an overview, purpose, and proposed outcome of this meeting.
 

Overview of training needs. Ex: Contacts, Inquiries, Funnels, Cases, Data Loads, Etc...
 

What's needed, which areas, and what's the modification to produce.
 

What's happening, what area is it impacting.
 

Explain: what's to be done for user(s),
 

Provide business processes to be documented & for which office(s)
 

Describe process and area(s) Ex: Contacts, Inquiries, Funnels, Cases, Data Loads, Email, etc...
 

Describe process and area(s) Ex: Contacts, Inquiries, Funnels, Cases, Data Loads, Email, etc...
 

Explain: Benefit(s) to be achieved
 

Explain: impact on your office or UC Merced if not implemented
 

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Projected Start | End Dates *
  
This request has a flexible timeline for being completed, no required start | end dates
Dates provided are essential in helping the EMS team evaluate and plan for your request. Our goal is to ensure your request is provided without scheduling conflicts and is available on-time. These proposed dates provide opportunity for the EMS team to plan for and eliminate possible project scheduling conflicts in processing and completing your request.

The proposed dates are for your request to begin, be completed and ready for use.  Each request's proposed start and completion timelines are weighted based on priority and workload impact levels of current projects and requests. A minimum of 5 business days from the submission date is standard, if less time is required, please state this reason in the "Additional Notes | Questions | Comments:" section above.




Request a Meeting | Appointment *

EMS - Meeting Time Schedule is:  Monday - Friday (9:00am - 3:30pm)
Provide the EMS team with 2 proposed dates and times to meet to discuss your request in greater detail. A notification of the date and time scheduled on the EMS calendar will be emailed to you.




                                                                                                                                                         
  No meeting appointment is necessary
Additional Contact
   
  No additional contact person for this request

                                                                                              
Proposed Project | Services Timelines
 
No timelines for this project | services request are needed
Phase dates available includes the minimum number of days between phases needed for servicing each phases time frame. Phase dates can be selected as far in advance as necessary and are subject to change.
Requestor's Scheduling Dates  (Business Days)
Phase Descriptions - Example
Upload Document(s) *
  


Please provide an explanation and reason for how this file will help our team assist you!line

Contact Information