This user guide provides instruction for placing Printing ......This user guide provides instruction...
Transcript of This user guide provides instruction for placing Printing ......This user guide provides instruction...
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ThisuserguideprovidesinstructionforplacingPrintingServiceRequestsusingFootPrints.TobeginOpenyourbrowserandselectthePimaCounty
1. FromtheServiceCatalog,select“CommunicationsOffice”byclickingonthe“CommunicationsOffice”tileasillustratedbelow.
2. The“Selecttheitembelowthatbestfitsyourproblemorrequest”willbepresented.Fromthislistclickonthe“PrintServicesRequest”buttonasillustratedbelow.
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3. Filloutthe“Project”fieldwithadescriptionastowhatisbeingrequested,forexample,• BusinessCardsforAttorney’sOffice• EnvelopesforOfficeoftheCounty
Administrator• HealthBrochure• TheLoopNewAttractionsDocument• Etc.
4. “YourPersonalInformation”shouldbepopulated.Iftherearefieldsthatareblankandyouwanttoenter
informationforthempleasedo.Fieldswith*arerequiredandmustbefilledin.
5. The“OnBehalfOf…”sectionallowstherequestortoputininformationiftheyarecreatingtherequestforsomeoneelse.Thedropdownboxpresentstheoptionsofselecting“Yes”or“No”.
Selecting“Yes”willpresentfieldstoenterinformationonbehalfoftherequestor:
6. The“RequestInformation”sectionprovidesyouwiththe“Category”selectionandtherequested“DateDue”.Wherethe“Category”isadropdownthatprovidesyouwiththefollowingoptions:
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7. Whenselecting“PrinterServices”fromthe“RequestInformation”sectionthe“PrintingRequestInformation”screenispresented.Thisscreenisdividedintothreegroups–PrintingRequestInformation,FundingInformation,andPrintjobDetails.a. PrinterRequestInformationistocollectinformationastowhenthejobistobecompletedbyandwhat
timeofdaythejobshouldbereadybyaswellasanydeliveryinformationifthejobistobedelivered.
b. FundingInformationisthefundingsourceinformationtopayforthejobbeingrequested.IfthejobispartofaCapitalInvestmentProjectadditionalfiledswillbepresentedthanwhatisshownintheillustrationbelow.ALetterofAgreement(LOA)isaletteronfilegivingper-approvalfortherequesttobeprocessed.
c. PrintJobDetailsistheareawherethecustomerselectsthetypeofPrintJobbeingrequested,upon
selection,fieldswillbepresentedtothecustomertofilloutthatarerelevanttothetypeofjobrequested.The“ExampleAttached”isanindicatorthatthecustomerhaschosentoattachasampleoradditionalmaterialthatisrelevanttothejobbeingrequested.
Eachofthesegroups(a,b,andc)willbelookedatinmoredetailastheguideworksthroughascenarioofrequesting“CustomCarbonlessBusinessForms”
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Scenario:
SelectingPrinterServicestoRequestCustomCarbonlessBusinessForms
1. Fillingoutthe“PrintingRequestInformation”group(a)illustratedinStep7onthepreviouspage.a. Providethe“Whendoyouneedthis
PrintJob?”?Thismaybeenteredmanually,selectedfromthecalendar,orselectedasthecurrentdatebycheckingthebox.
b. Selectinga“PrintRequestDueTime”isshowninthefollowingscreencapture:
ThevaluesprovidetherequestorwhatperiodofthedaytheyexpectthejobtobecompletedbyontheDueDate.
c. SelectingifthePrintJobistobe“Delivered”or“PickedUp”:
If“Deliver”isselectedtherequestorisprovidedwitha“DeliveryLocation(bldg.&floor)”fieldtofill:
d. EnterinthenameforthePointofContact:
2. Fillingoutthe“FundingInformation”group(b)illustratedinStep7onthepreviouspage.a. TheLetterofAgreement(LOA)isadocumentthat
adepartmenthaspresentedtotheCommunicationsDepartmentstatinganagreementhasbeenmadeforapprovalforPrintJobsthatarerequested.Iftherequestingdepartmentdoesn’thaveanLOAonfileanauthorizingperson’semailaddresswillneedtobeputintotherequest.Whenselecting“No”foranLOA,youwillbepresentedwithafieldtoenterintheauthorizingperson’semailaddress.
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b. Thenextgroupoffieldsarethefundingfields.IfthePrintJobrequestisnotpartofaCapitalInvestmentProject(CIP)thenthefirstthreefieldswillneedtobefilledout–FundDepartment,FinancialFund,andFinancialUnit.TheFinancialObjectissettotheappropriateaccountanddoesnotneedtobeprovided.However,iftherequestifpartofaCIPandthefieldissetto“Yes”thenthesetoffinancialidentifierswillneedtoincludeinformationintheadditionalfieldsasillustratedtotheright.
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3. ThescreenIllustratedbelowisgroup(c)fromthe“PrintingRequestInformation”screeniswheretheprintjobisdefinedbyselectingvaluesfrommultiplefields.Pleasenotethatthe“CustomCarbonlessBusinessForms”isdonethroughselecting“OffsetPrinting”.ThisscenariowillbedifferentfromonewhereapersonmayselecttohaveBusinessCardsmade.BusinessCardswouldhavefewerfieldstofillout.Alsonotewhengoingthroughthefieldstheremaybeoptionsthatdonotfit“CustomCarbonlessForms”andwillareleftblank.a. The“PrintServices”isthefieldwherethetypeof
PrintJobisselected.Thechoicesthatareavailableareillustratedhere:
Thislistispresentedwhenclickingonthe“PrintServices*”dropdown.
b. “HowManyareNeeded”istohaveanumericvalueenteredindicatinghowmanyarebeingrequested.
c. “PaperWeight”isthepaperweightthatisavailablefortherequestedprintjob.Theoptionsareprovidedinthedropdown.
d. “PaperType”referstovariouspapertypesfromwhichcanbeselectedbyclickingonthedropdowntoviewtheoptions.Inthisscenario,“CarbonlessCustom”isbeingselected.Thispresentstheuserwithadditionalfieldsthatneedtobefilledouttodescribethecarbonlessforms.
The“No.ofParts”istoidentifythenumberofpagestherearetobeforeachform.Thisisselectablefromthedropdownmenu,with6beingthemaximumnumberselectable.
The“CustomCarbon1-6”istolistthecolorofeachpageofthecarbonlessform.
Note:Whenselectingthe“PaperType”theremaybeadditionalfieldsthatneededtobefilledout.Mostofwhicharetospecifythepapercolor.
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e. “Printing”allowstheselectionofthesidestobeprintingon,colororblackandwhite,or“asis”.Thisisselectablefromalistofdropdownoptions.
f. FinishingOptions–thissectionoftheformallowsthecustomertoselectfinishingoptions–Binding,Covers,Folding,HolePunch,Numbering,ShrinkWrap,Staples,Padding.Manyofthesehaveanoptionof“Other”.Note:Whenselecting“Other”pleasespecifyinthe“PrintJobDescriptionandInstructions”whatisbeingrequestedwithregardstotheselectionof“Other”.Inourscenario,“HolePunch”and“Padding”areselected,otherchoicesdonotfitwithrequesting“CustomCarbonlessForms”.Note:Hereagain,selectionofsomeoftheFinishingOptionsmayrequireadditionalinformationtobeprovided.Fieldswillbepresentedfortheadditionalinformationtobeadded.InourScenario,Paddinghaspresentedadditionalfieldsthataretobefilledout.
g. The“Checktheboxtoselecttheoption”listareadditionalfinishingoptions.Selectinganyoftheboxesindicatethatthecustomerwantsthisserviceaspartoftheirprintjobrequest.
h. The“PrintJobDescriptionandInstructions”isanopentextfieldtoallowthecustomertoprovideadditionalinstructionsthatwillbehelpfulinfulfillingtherequest.Asnotedpreviously,whenanoptionselectedinanyofthefieldsis“Other”,pleaseprovidemoredetailastowhat“Other”mayentail.
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i. The“ExampleAttached”CheckBoxistoallowthecustomertoindicatethatattachmentsareassociatedwiththisPrintJobRequest.Thecapabilitytoattachafile/filesisfoundunderthe“Attachments”sectiondetailedlaterinthisdocument.ThischeckboxistoallowtheinformationthatanattachmentisincludedwiththerequesttothePrintShoptechnicianwhentheyarefulfillingtherequest.
ENDofScenario
8. The“Description”isatextareathatallowsthecustomertoputinanycommunicationsrelatedtothePrintJobjustdetailed.ThisisatextfieldthatcontinuallyappendsinformationwhiletheticketbeingconsideredforTicketing.ItprovidesanareathatthePrintShopcancommunicatewiththecustomerifadditionalinformationisrequiredtoprocesstherequest.
9. The“Attachments”sectionistoallowthecustomertoattachfilestothePrintJobRequest.
Toselectthefile/files,clickonthe:
Tobepresentedwith“WindowsExplorer”toselectthefiles.Followthepromptsthroughtheselectionprocess.
10. CompletingtheOnlinePrintServicesRequisition.Clickthe“Save”icontosavetherequisition.ThiswillnotifytheCommunicationsDepartmentPrintShopthatarequesthasbeensubmitted.