Recording standard operating procedures

If your agency has developed standard operating procedures for a request type, you can record these procedures and display them for agency staff during the Submit Service Request process.

For example, standard operating procedures might include instructions to enter specific information or to request certain materials from customers.

To enter standard procedures, select the Standard Operating Procedures tab in the Request Type dialog box and enter the information.

In Submit a Service Request, Infor Public Sector uses a non-modal window to display the standard operating procedures for the request type. This means agency employees can keep the SOP window open for reference while entering the service request information.