Production - Quote Request Workflow

When to use Quote Request workflow?

Use this workflow when requesting quotes team:

  • To find out if a requested change/enhancement is possible or not
  • To estimate the cost or the required man hours to implement a requested change/enhancement (if the request is possible)
  • To define workarounds, if any, for a particular problem or request

IMPORTANT NOTE: All request for a quote should be submitted using this form - https://insight.visioninternet.com/quote

Pending
ASSESSMENT

This will be the initial status when a task is created.
The request is pending for assessment by the assigned resource. This resource is typically the primary responder of the quotes team.

The primary responder may create and assign additional subtasks for supervisors to provide their estimates.

ASSESSMENT
In Progress

The resource assigned has started assessing the request.
INFORMATION
NEEDED

The resource assigned needs more information before making the assessment.
INFORMATION
PROVIDED

The requester has provided the answers for the resource assigned to continue with the assessment.
REQUEST
NOT POSSIBLE

The resource has assessed that the requested change/enhancement is not possible. In some cases or if there is any, a workaround will be recommended back to the requested/client.
REQUEST
POSSIBLE

The resource has assessed that the requested change/enhancement is possible and most of the time this will be accompanied by an estimate to implement this requested change/enhancement.
REQUEST
FORWARDED TO PRODUCTS

The resource has assessed that the requested change/enhancement is possible but only through global implementation or through Products team.

The requester may need to create a separate task for Products team to keep track of.

On Hold

The task needs to wait for additional changes, additional information, or a decision.

Cancelled
The task has been cancelled, and does not need to be worked on.

 

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