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.

Related topics

The catalog
Master catalog sections
Approvals in Request Management
Phases
User data entry
Order process
Notifications and alerts
Closing a quote
Closing and receiving order line items
Request Management User Profile
Configuration Items
Reporting
Auditing
Process validation

Structure of the catalog
Vendors/Suppliers