Policy and Procedures

Subject :

Attributing Newly Requested Configuration Components Procedure

Date :

March 13, 2020

Updated :

Objective

Establish an efficient standardized workflow for requesting new component items to be used in configurations and a toolset to create and attribute them.

Procedures

• Making Item Requests o Sales / CS encounters a need for an item that does not exist in the configurator

 Click on the “New Item Request” Button  User will be presented with a load form

• They will need to select the “TYPE” of item they are requesting from a defined list of types involved in this particular configurator “single door unit” • They will then be presented with a list of required attributes which they will need to provide answers for

 Provide answers by selecting existing values for each of the attributes or selecting “New Value” and entering a description of the new need Ie. Door model  Enter any notes to pass on to the item creator. Including things similar to “all sizes 1-0 thru 3-0  Hit the “Submit” button o Submit Button will  Generate the new request in behalf of the requestor  Track the progress of it and communicate changes to the requestor  Statuses will be • Open Request • Creating and attributing an Item o Item attributing system will have a grid to track and take action on all open requests. o “Attribute” button will launch the Item Attributing grid for the completion of attributing the item. o Attributor will fully define the requested item by assigning and potentially creating the proper value for each attribute. o If a new “attribute value” needs to be created this will be done here and images should be uploaded when applicable. o System will validate that all required attributes are answered o System will then verify that the item is not already on file o If already exists, bring the item up in the maintenance panel for editing ie: status • Attributed pending approval • Proofed and Available for use