Build your employee equipment request tracker.

How to build your employee equipment request tracker

1. 1

   Describe the job

   Keep employee device requests, manager decisions and allocation records together.

2. 2

   Review the first version

   Choose how the service desk coordinator records the employee reference and how the it technician reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your employee equipment request tracker

• Keep the employee reference in context

  Keep employee reference, requested device, business reason, manager decision, allocation and receipt together so the next person can understand the request or record.

• When the next step needs a decision

  A manager approves a laptop request but no serial number is allocated. Keep approval separate from allocation and actual receipt.

• Keep receipt visible

  Record equipment receipt separately from approval of the original request.

• Choose what each person needs

  Give the service desk coordinator a working view and the it technician a review view. Keep employee reference and requested device attached to the decision as the work moves between them.