Equipment Request Guide

Summary

This guide provides step-by-step instructions on how to access and complete the Equipment Request Form. It covers details for both individual requests and requests made on behalf of others, including specific options for new/existing equipment, data transfer, and cellphone plan choices.

🔍 Symptoms

• Unsure how to request new or replacement IT equipment.
• Need to request equipment for another staff member or Sister.
• Questions about the information required on the Equipment Request Form.
• Looking for details on the equipment approval process.

✅ Environment

• Product: Equipment Request Form (accessed via merced.sistersofmercy.org)
• Platform: Web Browser
• Version: N/A
• User Type: End user, SLM/IM, Department Director, ICOO, Manager/Supervisor, Sister, Staff

🧪 Root Cause 

This article serves as a guide to navigate the equipment request process, rather than addressing a specific issue. The "root cause" here is the need for clear instructions on how to submit a request.

🧰 Resolution Steps

1. Navigate to the Equipment Request Form
   • From the merced.sistersofmercy.org site, navigate to the Information Technology Page or click on the direct link provided by your IT Department.
   • Once on the IT page, click on Equipment Request Form located on the left, under "Information Technology Support."
   • A new page will open with the form.
2. Fill in Requester Details
   • Complete the "Requester Name," "Requester's Email Address," "Requester Contact Number," and "Requester Title" fields.
   • Note: Questions may vary based on your selected title.
3. Specify Request Type (On Behalf of Someone Else)
   • If requesting on behalf of someone else:
     • Check the "Yes" box for "Is this request on behalf of someone else?".
     • Select the "Recipient" type (Sister or Staff).
     • Fill in the "Sister/Staff Name," "Sister/Staff Contact Number" (if one exists), and "Sister/Staff Email" (if one already exists).
   • If requesting for yourself:
     • Check the "No" box for "Is this request on behalf of someone else?".
4. Provide Work Location/Convent Address
   • Enter the "Work Location or Convent Address."
   • If you would like the requested item shipped to an alternative address, select "No" to "Ship to Work Location/Convent Address?" and enter the "Alternative Shipping Address."
5. Choose Equipment and Request Details
   • Select the "Type of Equipment Requested" (e.g., Laptop, Desktop, Android, iPhone, Flip phone, iPad, Other).
   • Specify the "Date Equipment Needed."
   • Indicate if the equipment is "New" or "Existing/Shared."
   • If you need data transferred from an old device, select "Yes" for "Transfer Data from Old Device?".
6. Add Additional Information
   • Use the "Additional Information/Details" box to include any specific requirements (e.g., software, SharePoint/Teams access, group memberships, color/device size for cellphones).
7. Complete Cellphone Specific Information (If Applicable)
   • If requesting a cellphone, you can enter your "preferred color" (based on availability).
   • Choose whether you want to join the Sisters of Mercy cellphone plan ("Yes, I want to join the SMA plan" or "No, I wish to keep my own plan").
   • Note: If joining the SMA plan, have your Account Name, Account Number, and Transfer Pin Number ready for the IT HelpDesk.
8. Submit Your Request
   • Click on the Submit button to complete your request.
   • After submission, your request will be sent to your SLM or Manager/Supervisor for approval before IT can fulfill it.
   • You will receive a confirmation email for your review, including details to reach the IT help desk for further assistance.

📚 References

• Equipment Request Guide
• Attached Document: Equipment Request Guide.pdf (This guide is based on the attached PDF document for your reference.)

📝 Additional Notes

• Please consult with your SLM (Sister Leadership Team Member)/IM (Institute Minister) prior to requesting equipment.
• For any questions or issues not covered in this guide, please contact the Institute IT Department at 866-428-6372 or [e-mail].