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Technology Request Tutorial Video
Watch this video for an overview of how to submit, view, and manage a technology request.
Adding reports to your Desktop
Instructions for how to add reports to your Desktop in TDNext.
Creating and running reports in TDNext
Instructions for how to create reports for Tasks and Approvals assigned to your group.
Finding Tasks and Approvals Assigned to You
Instructions for how to find Tasks and Approvals assigned to you and your group in TDNext and the Client Portal.
Completing Approval Steps
Instructions for how to complete an approval step in TDNext or the Client Portal.
Completing Workflow Tasks in TDNext
Instructions for reviewers and approvers to complete Workflow Tasks in TDNext.
Completing assigned Tasks and Approvals
Overview of how to complete assigned Tasks and Approvals for a technology request.
Technology Request Overview for Reviewers and Approvers
Overview of the workflow and process for reviewers and approvers assigned to a technology request.
Understanding Workflow Stages and Workflow Steps
Overview of the Workflow Stages and Workflow Steps that must be completed before a technology request can be finalized.
Withdrawing a submitted request
How to cancel a submitted technology request ticket.
Setting up alerts for a request
How to set up alerts for a technology request ticket.
Adding attachments to a request
How to add attachments to a technology request ticket.
Adding comments to a request
How to add comments to a technology request ticket.
Using the request Details page to view and manage your request
Overview of what information is included on the request Details page and how you can view and manage your request.
Important information to include in your technology request
Overview of what information to include in your technology request including contact information, solution funding, and other details.