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Jansen 2018

Create a Technical Query

Attaching SPF Documents and local Files to a TQ:
  • To attach SPF documents to your TQ refer to step 12 below
  • To attach local files from your computer or network to your TQ, refer to step 13 below.
 
Create a Technical Query
1

Select Technical Queries

1. Select Technical Queries
On the SPF Home page, select the Technical Queries tile.
2

Select Create Technical Queries

2. Select Create Technical Queries
3

Metadata Pages

3. Metadata Pages
  • The New Technical Query window contains two (2) pages of metadata fields.
  • The current page is indicated in blue with underline.  Select each page by clicking the page name.
  • Note:  The Related Items page is where you attach SPF documents if required.
4

Mandatory Fields

4. Mandatory Fields
Mandatory fields are indicated with a red asterix (*).
5

Query Content

 
  •  Enter main content of the query (Subject, Message)
  •  Enter optional information (Proposed Solution, Impact)
6

Search for Recipients

6. Search for Recipients
  • Enter a search string in the Recipient search bar using * or % as wildcards. 
  • Select the search button. The Recipient dropdown list appears.
7

Select Recipient

7. Select Recipient
  • Select the recipient(s) from the dropdown list.
  • Repeat steps 6 and 7 as required to assign multiple recipients.
8

For Information

8. For Information
  • A query can be sent to one or more additional people for information purposes.
  • Enter a search string in the For Information search bar using * or % as wildcards. 
  • Select the search button.  The For Information list appears.  Select one or more people you want to copy.
  • Repeat this step as required to copy multiple people.
9

Search for Facility Code

9. Search for Facility Code
  • Enter a search string in the Facility Code search bar using * or % as wildcards , otherwise just select the Search button.
  • The Facility Code dropdown list appears.
10

Select Facility Code

10. Select Facility Code
Select a facility code from the dropdown list.
11

Autopopulated Fields

 
Fields (L1) to (L5) are autopopulated after selecting a facility code.
12

Optional: Attach a Document from SPF

 
  • To attach a document from SPF to your query, select the Related Items page.
  • On the Related Items page enter the document number or search string to find the document in SPF, then select it to attach to your query.
13

Optional: Attach a Local File

13. Optional: Attach a Local File
  •  To attach a local file from your computer or network, select the NEXT button at the bottom of the Query Details page.
  •  On the Details Page use the Browse function to locate the local file(s) to attach, then select UPLOAD.
14

Select FINISH

 
  • Select FINISH at the bottom of the page you are on to complete your TQ.
  • You will be returned to the Home page.
  • The Technical Query number will be visible in the New Items. Refer to Pinboard and New Items Lists.