Process

Technical Assistance Request Process:

1. Direct request to Google Form (Person Responsible: 1. Tyler (R in RACI) 2. Lead Coach 3. Partner Coach):
   • Direct Partner to submit a request if they are the source of request. (We will not complete the request until TA request is filled out. If time sensitive, we may decide to get started on the request but we will not send it to the Partner until in receipt of the request.)
   • We fill out request on behalf of Partner if they accepted service that we originally proposed.
   • We fill out request for internal purposes if bug/feature requested for tool.

2. Check Tech Request Google Sheet (Person Responsible: 1. Tyler (R in RACI) 2. Deepti (C in RACI).

3. TA Lead — sets Pillar and — assigns someone as Responsible and notifies that individual via Slack, along with the Request number (row number in the Request Tracking Sheet). (Person Responsible: 1. Tyler (R in RACI) 2. Deepti (C in RACI).)

4. Send received email within two business days to the person who made the request with timeline included, CCing DataCollaborative account (if request can be fulfilled immediately, this step can be skipped), check off Sent Received Email with timeline? , fill in date and time responded.

5. Send work to person who made the request, CCing DataCollaborative account — check off Completed?, fill in date and time completed, fill in time spent (optionally use Request Time Tracking group in Technical Assistance board in Monday), update Status including details on how the request was resolved in status notes and date and time completed column.