this user guide provides instruction for placing printing ......this user guide provides instruction...

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This user guide provides instruction for placing Printing Service Requests using FootPrints. To begin Open your browser and select the Pima County 1. From the Service Catalog, select “Communications Office” by clicking on the “Communications Office” tile as illustrated below. 2. The “Select the item below that best fits your problem or request” will be presented. From this list click on the “Print Services Request” button as illustrated below.

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Page 1: This user guide provides instruction for placing Printing ......This user guide provides instruction for placing Printing Service Requests using FootPrints. To begin Open your browser

ThisuserguideprovidesinstructionforplacingPrintingServiceRequestsusingFootPrints.TobeginOpenyourbrowserandselectthePimaCounty

1. FromtheServiceCatalog,select“CommunicationsOffice”byclickingonthe“CommunicationsOffice”tileasillustratedbelow.

2. The“Selecttheitembelowthatbestfitsyourproblemorrequest”willbepresented.Fromthislistclickonthe“PrintServicesRequest”buttonasillustratedbelow.

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3. Filloutthe“Project”fieldwithadescriptionastowhatisbeingrequested,forexample,• BusinessCardsforAttorney’sOffice• EnvelopesforOfficeoftheCounty

Administrator• HealthBrochure• TheLoopNewAttractionsDocument• Etc.

4. “YourPersonalInformation”shouldbepopulated.Iftherearefieldsthatareblankandyouwanttoenter

informationforthempleasedo.Fieldswith*arerequiredandmustbefilledin.

5. The“OnBehalfOf…”sectionallowstherequestortoputininformationiftheyarecreatingtherequestforsomeoneelse.Thedropdownboxpresentstheoptionsofselecting“Yes”or“No”.

Selecting“Yes”willpresentfieldstoenterinformationonbehalfoftherequestor:

6. The“RequestInformation”sectionprovidesyouwiththe“Category”selectionandtherequested“DateDue”.Wherethe“Category”isadropdownthatprovidesyouwiththefollowingoptions:

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7. Whenselecting“PrinterServices”fromthe“RequestInformation”sectionthe“PrintingRequestInformation”screenispresented.Thisscreenisdividedintothreegroups–PrintingRequestInformation,FundingInformation,andPrintjobDetails.a. PrinterRequestInformationistocollectinformationastowhenthejobistobecompletedbyandwhat

timeofdaythejobshouldbereadybyaswellasanydeliveryinformationifthejobistobedelivered.

b. FundingInformationisthefundingsourceinformationtopayforthejobbeingrequested.IfthejobispartofaCapitalInvestmentProjectadditionalfiledswillbepresentedthanwhatisshownintheillustrationbelow.ALetterofAgreement(LOA)isaletteronfilegivingper-approvalfortherequesttobeprocessed.

c. PrintJobDetailsistheareawherethecustomerselectsthetypeofPrintJobbeingrequested,upon

selection,fieldswillbepresentedtothecustomertofilloutthatarerelevanttothetypeofjobrequested.The“ExampleAttached”isanindicatorthatthecustomerhaschosentoattachasampleoradditionalmaterialthatisrelevanttothejobbeingrequested.

Eachofthesegroups(a,b,andc)willbelookedatinmoredetailastheguideworksthroughascenarioofrequesting“CustomCarbonlessBusinessForms”

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Scenario:

SelectingPrinterServicestoRequestCustomCarbonlessBusinessForms

1. Fillingoutthe“PrintingRequestInformation”group(a)illustratedinStep7onthepreviouspage.a. Providethe“Whendoyouneedthis

PrintJob?”?Thismaybeenteredmanually,selectedfromthecalendar,orselectedasthecurrentdatebycheckingthebox.

b. Selectinga“PrintRequestDueTime”isshowninthefollowingscreencapture:

ThevaluesprovidetherequestorwhatperiodofthedaytheyexpectthejobtobecompletedbyontheDueDate.

c. SelectingifthePrintJobistobe“Delivered”or“PickedUp”:

If“Deliver”isselectedtherequestorisprovidedwitha“DeliveryLocation(bldg.&floor)”fieldtofill:

d. EnterinthenameforthePointofContact:

2. Fillingoutthe“FundingInformation”group(b)illustratedinStep7onthepreviouspage.a. TheLetterofAgreement(LOA)isadocumentthat

adepartmenthaspresentedtotheCommunicationsDepartmentstatinganagreementhasbeenmadeforapprovalforPrintJobsthatarerequested.Iftherequestingdepartmentdoesn’thaveanLOAonfileanauthorizingperson’semailaddresswillneedtobeputintotherequest.Whenselecting“No”foranLOA,youwillbepresentedwithafieldtoenterintheauthorizingperson’semailaddress.

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b. Thenextgroupoffieldsarethefundingfields.IfthePrintJobrequestisnotpartofaCapitalInvestmentProject(CIP)thenthefirstthreefieldswillneedtobefilledout–FundDepartment,FinancialFund,andFinancialUnit.TheFinancialObjectissettotheappropriateaccountanddoesnotneedtobeprovided.However,iftherequestifpartofaCIPandthefieldissetto“Yes”thenthesetoffinancialidentifierswillneedtoincludeinformationintheadditionalfieldsasillustratedtotheright.

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3. ThescreenIllustratedbelowisgroup(c)fromthe“PrintingRequestInformation”screeniswheretheprintjobisdefinedbyselectingvaluesfrommultiplefields.Pleasenotethatthe“CustomCarbonlessBusinessForms”isdonethroughselecting“OffsetPrinting”.ThisscenariowillbedifferentfromonewhereapersonmayselecttohaveBusinessCardsmade.BusinessCardswouldhavefewerfieldstofillout.Alsonotewhengoingthroughthefieldstheremaybeoptionsthatdonotfit“CustomCarbonlessForms”andwillareleftblank.a. The“PrintServices”isthefieldwherethetypeof

PrintJobisselected.Thechoicesthatareavailableareillustratedhere:

Thislistispresentedwhenclickingonthe“PrintServices*”dropdown.

b. “HowManyareNeeded”istohaveanumericvalueenteredindicatinghowmanyarebeingrequested.

c. “PaperWeight”isthepaperweightthatisavailablefortherequestedprintjob.Theoptionsareprovidedinthedropdown.

d. “PaperType”referstovariouspapertypesfromwhichcanbeselectedbyclickingonthedropdowntoviewtheoptions.Inthisscenario,“CarbonlessCustom”isbeingselected.Thispresentstheuserwithadditionalfieldsthatneedtobefilledouttodescribethecarbonlessforms.

The“No.ofParts”istoidentifythenumberofpagestherearetobeforeachform.Thisisselectablefromthedropdownmenu,with6beingthemaximumnumberselectable.

The“CustomCarbon1-6”istolistthecolorofeachpageofthecarbonlessform.

Note:Whenselectingthe“PaperType”theremaybeadditionalfieldsthatneededtobefilledout.Mostofwhicharetospecifythepapercolor.

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e. “Printing”allowstheselectionofthesidestobeprintingon,colororblackandwhite,or“asis”.Thisisselectablefromalistofdropdownoptions.

f. FinishingOptions–thissectionoftheformallowsthecustomertoselectfinishingoptions–Binding,Covers,Folding,HolePunch,Numbering,ShrinkWrap,Staples,Padding.Manyofthesehaveanoptionof“Other”.Note:Whenselecting“Other”pleasespecifyinthe“PrintJobDescriptionandInstructions”whatisbeingrequestedwithregardstotheselectionof“Other”.Inourscenario,“HolePunch”and“Padding”areselected,otherchoicesdonotfitwithrequesting“CustomCarbonlessForms”.Note:Hereagain,selectionofsomeoftheFinishingOptionsmayrequireadditionalinformationtobeprovided.Fieldswillbepresentedfortheadditionalinformationtobeadded.InourScenario,Paddinghaspresentedadditionalfieldsthataretobefilledout.

g. The“Checktheboxtoselecttheoption”listareadditionalfinishingoptions.Selectinganyoftheboxesindicatethatthecustomerwantsthisserviceaspartoftheirprintjobrequest.

h. The“PrintJobDescriptionandInstructions”isanopentextfieldtoallowthecustomertoprovideadditionalinstructionsthatwillbehelpfulinfulfillingtherequest.Asnotedpreviously,whenanoptionselectedinanyofthefieldsis“Other”,pleaseprovidemoredetailastowhat“Other”mayentail.

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i. The“ExampleAttached”CheckBoxistoallowthecustomertoindicatethatattachmentsareassociatedwiththisPrintJobRequest.Thecapabilitytoattachafile/filesisfoundunderthe“Attachments”sectiondetailedlaterinthisdocument.ThischeckboxistoallowtheinformationthatanattachmentisincludedwiththerequesttothePrintShoptechnicianwhentheyarefulfillingtherequest.

ENDofScenario

8. The“Description”isatextareathatallowsthecustomertoputinanycommunicationsrelatedtothePrintJobjustdetailed.ThisisatextfieldthatcontinuallyappendsinformationwhiletheticketbeingconsideredforTicketing.ItprovidesanareathatthePrintShopcancommunicatewiththecustomerifadditionalinformationisrequiredtoprocesstherequest.

9. The“Attachments”sectionistoallowthecustomertoattachfilestothePrintJobRequest.

Toselectthefile/files,clickonthe:

Tobepresentedwith“WindowsExplorer”toselectthefiles.Followthepromptsthroughtheselectionprocess.

10. CompletingtheOnlinePrintServicesRequisition.Clickthe“Save”icontosavetherequisition.ThiswillnotifytheCommunicationsDepartmentPrintShopthatarequesthasbeensubmitted.