Qsheet Update

Instructions

In ZenDesk, on the ticket page, start off by identifying the user's company
- A lot of users will have their company in an email signature
- Another trick is to look at the users email address which could provide some hints
- If you are having trouble identifying the users specific site, use the zac workaround (see Zac Tips [Link])
- Also put the ticket in context, if you know that a specific site is rolling out the application/modules, there is a chance that site is the most likely culprit, etc...
Then identify the item that needs to be changed in the Qsheet
- You'll know that this is a Qsheet update because the request will ask you to change or modify something about a Site, such as an address or name
  - Not to get confused with site changes for issues, this ticket only involves the site; it does not involve any modules

* Note the user's company is Zoetis, we won't use this information to make the Qsheet change, but will need it for the approval process

Log into the ZenQMS app
- Make sure that the URL starts with https//app.
- You will be in the live app so be careful, changes will have meaningful impact

In the Search Bar at the bottom of the page, fill in the Site Name and click on the correct site from the list

Since a lot of Qsheets share common characters in their names, you may have to type out most, if not the entire site name

On the site's Qsheet, click on the Update Site Info button on the left side towards the top of the page

In the Update Site Info pop out, update the appropriate field with the information from the ticket and then click the Submit Changes button

Most of these changes will involve the Site Name or Map Location (address)

This will prompt a message that the changes have been submitted for review, you still need to approve the changes that you just made, click the Ok button

Go to the Administration tab
Under the Administration tab choose QAB from the left-hand navigation
In the QAB section, select the Member Manag. tab

In the table, click on the Qsheet Update Requests column header 2 times
- This will cause the table to sort by number of Qsheet Update Requests from highest to lowest by client
- You will be able to tell that this was done properly because there will be a white down arrow to the right of the column header
In the Member Name column, find the corresponding user company and click on the Number located in the Qsheet Update Requests column

You identified the user's company in the first step, this may not be the same as the Qsheet company

In the Pending Member Sites Updates, you will find a list of Qsheet updates that have been submitted for approval; navigate to your approval request and click the blue Review hyperlink

Best practice is always to review the approval request to confirm that the changes are correct

Click on the pdf download at the bottom of the screen and review the update request

Note that some users don’t actually update the Qsheet but write comments or suggestions in this section

If the change is not correct, click the blue Reject hyperlink and repeat the process

You've completed the app environment section of this request
In ZenDesk, go back to the ticket request
While in the ticket, on the left-hand side, change the Client* drop down to the corresponding client
There isn't a set macro response to this ticket request, so you will have to respond to the client accordingly

Best practice is to make sure the client is happy with your solution/believes that it solved his or her problem so ask!

Click the drop down arrow on the Submit button (located at the bottom right-hand side of the page) and change the status to Solved

* The ticket above was previously completed, but the reply shows the proper response given previous workflow