Scenario

An employee places an order with the organization’s internal print room.

Video

Click here to see a video demonstration of this use case. You can change the language for the video by clicking on the Language icon in the upper right corner.

Typical Issue Life Cycle

  1. An employee submits an order for internal printing by completing a form on the JSD portal. The form uses detailed questions and conditional logic to collect the specifics of the print job. 

  2. When the form is submitted, an issue is created and the status changes to PENDING. Approvers can view the form on the issue to see the details of the request.

  3. When the request is approved, a Print Room Accounting form is automatically added to the issue.

  4. A member of the print room staff gets to work filling the order, recording the work completed on the Print Room Accounting form.

  5. When the Print Room Accounting form is submitted, the issue is automatically changed to DONE.

  6. The Print room agent can set the Accounting form to "External" allowing the customer see the details of the work completed.

Workflow

Forms

Set up

  1. Set up ProForma automation to automatically transition the issue to PENDING when a Print Request form is submitted.

  2. Set up ProForma automation to automatically add the Print Room Accounting form when the issue changes to the IN PROGRESS status.

  3. Set up ProForma automation to automatically transition the issue to DONE when the  Print Room Accounting form is submitted.

Print Room Order

This form is available in the ProForma templates side bar.

Print Room Accounting

This form is available in the ProForma templates side bar.