Vision Insight
Home MenuProduction - 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 primary responder may create and assign additional subtasks for supervisors to provide their estimates. |
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ASSESSMENT In Progress |
The resource assigned has started assessing the request. | |
INFORMATION NEEDED |
The resource assigned needs more information before making the assessment. |
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INFORMATION PROVIDED |
The requester has provided the answers for the resource assigned to continue with the assessment. |
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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. |
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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. |
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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. |
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On Hold |
The task needs to wait for additional changes, additional information, or a decision. |
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Cancelled | The task has been cancelled, and does not need to be worked on. |
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