Respond to a Technical Query

  • This page describes how to respond to a technical query (TQ) in SPF.
  • This page assumes you have opened your To Do List and see the technical query in the list of items.  Refer to To Do List.
     
    Attaching Local Files and SPF Documents to a TQ Response
    • To attach a local file from your computer or network drive to your response, attach the local file(s) BEFORE you Respond to the TQ.  Refer to step 3 below.
    • To attach an SPF document to your response, do this after selecting the Respond option.  Refer to step 7 below.
 
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.