Technical Communication and Planning


Sample:  Purchasing Process

The following list outlines the steps involved in the Computer Equipment Order and Installation process. Responsibilities are also indicated for each step.

A list of standard equipment is available at http://Infrastructure/StandardEquipment.htm

  1. Equipment Purchase Requistion (EPR)
    Responsibility: Requestor
    The Requestor must complete an Equipment Purchase Requistion. The requisition is attached below and is also available at http://Purchasing/EPRForm.htm

    Detailed instructions for the completion of the form are also available at http://Purchasing/ComputerPurchaseInfo.htm

    The completed form is to be emailed to the Helpdesk with a cc to the Requestor's appropriate signing authority. The Requestor is assumed to have requested and received Business Unit authority for the purchase as long as the request is copied to the signing authority.

  2. Equipment Purchase Requisition Validation
    Responsibility: Help Desk
    The email will be returned to the Requestor if any of the following information is missing:
    1. Name of the Individual authorizing purchase, plus cc to that person.
    2. Business Requirements section.
    3. Details on old equipment, if any.

  3. Create a Help Desk ticket
    Responsibility: Help Desk
    1. The Help desk will create ticket, copying the ESR email into the ticket so that all details are captured. The ticket will have "Problem Areas" as "Orders H/W" or "Orders S/W"
    2. The ticket is forwarded to the appropriate Computer Resource Analyst, and the ARS ticket number is forwarded to the Requestor.
    3. This number will be used in all future references to the order.

    At any time, the client may call the Help Desk and provide the ARS ticket number to check on the status of the order.

    Instructions continue including escalation procedures...