Workflow Stages
Workflow Steps
Once you have submitted your request, the request must go through three stages of the review process:
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Initial Triage Review - Your request undergoes a high-level review to make sure there is not already a similar solution that could be leveraged and to check for potential issues. Funding approvals are also required during this stage, depending on your department and the cost of the request.
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Request Under Review - After initial triage has been completed, the request is fully reviewed to ensure the solution meets accessibility requirements and security standards, is compatible with existing infrastructure, and that the contract is favorable to UD. This often involves stakeholders from Procurement, General Counsel, and subject matter experts (SMEs) in IT. A discovery call may be needed to learn more about the solution and answer stakeholder questions. Some requests may need to go through a governance review process as well.
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Request Finalization - After all reviews are complete and a decision has been reached, the request is closed out.
You can tell what Workflow Stage the request is in by the icon next to it.
A checkmark means the stage is complete, a square means a stage is currently in progress, and a dash means the stage has not been started yet.
Note: You can also hover your cursor over an icon to see what it means.
Within each stage, there are various steps your ticket must go through depending on the type of request it is. You can view the Current Workflow Steps at any time to see what is happening with your request.
To learn more about a step, click on the step name to view the description and who the step is assigned to (often it’s assigned to a group rather than an individual).
Return to the Technology Request Overview for Requesters.