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Respond to a Technical Query

 
Respond to a Technical Query
1

Workstep

1. Workstep
The Work Step  column indicates Response Required.
2

Open Actions Menu

2. Open Actions Menu
  •  Select the Actions menu icon located left of the TQ's Number.
  •  The Actions menu titled Response Required opens on left side of screen .
3

Optional: Attach a Local File

3. Optional: Attach a Local File
  • To attach a local file from your computer or network to your response, select Files>  then  Manage Files
  • The File Management page opens.  Use the Browse function to locate the local file(s), then select UPLOAD.
  • Select CLOSE at the bottom of the page, or select the back arrow.
    Note:  After attaching a local file you must select the Actions menu icon again beside the TQ number in your To Do List.
4

Select Respond

4. Select Respond
Select Respond in the Actions menu to respond to the TQ.
5

Metadata Pages

5. Metadata Pages
  • The Update Response Required window opens. It 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 to your response if required.
6

Type Response

6. Type Response
Type your response in the Response box on the Query Details page.  This field is mandatory.
7

Optional: Attach a Document from SPF

7. Optional: Attach a Document from SPF
  • To attach a document from SPF to your response, select the Related Items page.
  • On the Related Items page, enter the document number or search string to find the document in SPF,  select the document to attach, then select UPDATE.
  • This will complete your response.
8

Select UPDATE

8. Select UPDATE
  • If you do not want to upload a document from SPF, select UPDATE from the Query Details page.
  • This will complete your response.