Use > Request Management > Request Management overview > Pre-implementation planning

Pre-implementation planning

Pre-implementation planning includes the following activities:

  • Creating the catalog.
  • Setting up the approval process.
  • Setting up phases.
  • Creating the order process.
  • Setting up notifications and alerts.
  • Considering how quotes should be handled when closed.
  • Considering the activities for closing and receiving order line items.
  • Establishing the level of user access to Request Management for users.
  • Determining the implementation plan for configuration items (CIs).
  • Determining what to report, and when.
  • Selecting audit fields and who will maintain the audit records.
  • Validating the implementation of Request Management to your office's expectations.

The related topics provide a synopsis of planning considerations for implementation of a Request Management system. These should be considered a foundation tool for initial planning, used in conjunction with technical consulting services.