Build your utility connection enquiry tracker.
Keep connection enquiries and missing site information assigned to clear response owners.
How to build your utility connection enquiry tracker
Describe the job
Keep connection enquiries and missing site information assigned to clear response owners.
Review the first version
Choose how the enquiry coordinator records the enquiry and how the site-information reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A utility connection enquiry tracker example
A connection enquiry lacks the site's approved location reference.
Utility connection enquiry tracker example
- Record
- Utility connection enquiry tracker · 01
- Owner
- Enquiry coordinator
Current stage · Enquiry coordinator
Open the enquiry
A connection enquiry lacks the site's approved location reference.
Read the full walkthrough
Open the enquiry
A connection enquiry lacks the site's approved location reference.
- Record:
- Utility connection enquiry tracker · 01
- Owner:
- Enquiry coordinator
Review the next response
Keep it incomplete and request the missing document before the administrative review.
- Stage:
- Review pending
- Owner:
- Site-information reviewer
Request the approved location reference
Request the approved location reference before the administrative review proceeds.
- Next action:
- Request the approved location reference before the administrative review proceeds.
- Owner:
- Response owner
What to include in your utility connection enquiry tracker
Keep the enquiry in context
Keep enquiry, site reference, service type, required document, owner and next response together so the next person can understand the request or record.
When the next step needs a decision
A connection enquiry lacks the site's approved location reference. Keep it incomplete and request the missing document before the administrative review.
Keep next response visible
Request the approved location reference before the administrative review proceeds.
Choose what each person needs
Give the enquiry coordinator a working view and the site-information reviewer a review view. Keep enquiry and site reference attached to the decision as the work moves between them.
Questions about utility connection enquiry tracker
Start with enquiry, site reference, service type, required document, owner and next response. Describe who enters the information and who reviews the next step.
Build your utility connection enquiry tracker.
Start with your workflow and make it yours.
Get started