Create a useful starting point
Configure a portal for the service, with the department, location, requested outcome, and any supporting files.
One front door for shared services
Give every internal request an owner.
Turn scattered requests into a clear queue for operations, facilities, people teams, and shared services.
The work arrives by email, a message, or a hallway conversation. Ownership and the next step should not depend on who remembers it.
Coordinate the decision
Assign an owner, use private notes for internal discussion, and request an approval when the work needs a decision.
Close the loop
Keep status and replies in the same request. Save repeatable procedures as knowledge and review the workload over time.
Configure access and review policies for your team. Avoid collecting sensitive information your workflow does not need.
Make it fit the way you work.
Configure the vocabulary, request types, fields, and review steps for your team.
A better way to start