In this article, we will help you to understand the operations templates and menus related to it.
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Overview
Track any type of process in your organization. Coordinate activities, promote standardization, and ensure visibility amongst stakeholders with our operations templates. The operations domain displays a variety of project templates to help you focus on a plan that will help achieve the marketing goals. You can always modify your project template at the personal level and can convert it to a custom template for other managers to use.
To learn more about other domain templates and related menus, read more.
Operation
Legal Requests
Simplify and streamline your legal service request management related to Compliance and Governance purposes.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using Legal Requests Template
- Legal requests are mostly used for Compliance and Governance purposes.
- Legal Request Management enables authorized employees in the organization to submit legal requests and to track their progress while users in the legal department with appropriate roles can work to resolve these requests.
- It helps to improve Legal Ops agility and responsiveness.
- Drives greater efficiency, accountability, and superior user experience for the legal department and business partners.
Card Type List
- Legal Request: Used when the user wants to produce some legal document for himself, or the user is issuing/demanding from another party to produce a legal document. A legal document can be a certificate, contract, affidavit, agreement, etc.
- Action Item: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Risk: The team can record all the risks that they foresee and take necessary actions to mitigate them.
IT Requests
IT Requests template is used to manage your organization’s IT Service Management Requests from initiation to closure.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using IT Requests Template
- IT requests template is used when enterprises have dedicated IT teams to manage requests raised by the employees in the organization.
- Requests include installing new software, updating existing software, machine replacement, allotting machines to new joiners, and providing various IT services like DB access, Environment access, etc.
- It allows IT support to track, manage, speed up, and deal effectively with incidents.
Card Type List
- Tickets: An IT Service Management System where they are managed and updated to record user interactions for resolution.
- Risk: The team can record all the risks that they foresee and take necessary actions to mitigate them.
- Action Items: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.
Work Requests
Work Requests simplify your processes and streamline your workload with the help of work request templates. Prioritize tasks to make sure your team never misses deadlines.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using Work Requests Template
- The work request template helps you to intake potential work, gather requirements before approving tasks, and track work from start to finish.
- Maintenance workers ensure facilities, equipment, and grounds remain in good working condition at all times. By responding to work requests, these individuals play an essential role in keeping organizational stakeholders productive, comfortable, and safe.
- With the help of this template, it forms a basis for the maintenance department to plan, prioritize and assign emergency maintenance work to technicians.
- Using this template you can streamline your maintenance workflow.
Card Type List
- Work Request: A formal document that describes maintenance work that needs to be completed. It is the identification of the work needed, issued by the customer to the maintenance department.
- Risk: The team can record all the risks that they foresee and take necessary actions to mitigate them.
- Action Items: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.