[IT] Change In Access Request - User Guide

The purpose of this document is to provide a walkthrough and answer any questions for users filling out the Sonsray [IT] Change In Access Request Form.  The information collected will ensure a that the employee's access and credentials will be updated as necessary for the new role.

This form should be filled out by managers responsible for the employee only.

 

[IT] Change In Access Request Form

 

You may use the Save and Continue Later button at any time to save progress in a form and submit it at a later time.  A link will be sent to your email address to continue the form.


Page 1 - Change In Access Requester

This page will ask about the manager filling out this form.

  • Name of Hiring Manager
  • E-Mail of Hiring Manager

Page 2 - Employee Information

This page will ask about information regarding the employee and changes to their role.

  • Name of Employee
  • Is the Employee Changing Company Divisions?
    • IF YES:
      • New Company Division(s)

  • Is the Employee Changing Locations?
    • IF YES:
      • New Location
  • Is the Employee Changing Roles?
    • IF YES:
      • New Role
        • IF "OTHER":
          • New Role (Other)

Page 3 - Access Requests

This page will ask about changes to the employee's access.

  • Email Groups - Email groups are dynamically managed based on company, location, and role.  If any other email groups are required, such as an employee working in a dual branded store or access to special projects, please indicate so here.
  • Dealer Portals
  • e-Emphasys - Please refer to the table below for usual access to e-Emphasys credentials:
      ERP eScheduler eService Tech
    Accounts Payable/Receivable X    
    General Manager X X  
    Parts Counter X    
    Parts Manager X    
    Service Manager X X X
    Service Writer X X  
    Technician     X
  • Sales
  • Other

Page 4 - Hardware Requests

This page will ask about any additional hardware required with the changes in access including PCs, peripherals, and Polycoms.

Repurposed equipment is configured, shipped, and costed to a location once prepared by IT.

Existing equipment is inventory that is already available at a location and can be reconfigured remotely by IT.  Will not be costed.

  This page will change based on the answers provided.

  • Type of Computer
    • IF REPURPOSED:
      • Computer Peripherals Needed (Select all that Apply) - Note: Peripherals are not issued for rugged laptops.
      • Mapped Drives / Printers Required - Please be as specific as possible by including device models and IPs when available.
    • IF EXISTING:
      • Old User of Existing Machine
      • TeamViewer ID of Existing Machine
      • Computer Peripherals Needed (Select all that apply)
      • Mapped Drives / Printers Required - Please be as specific as possible by including device models and IPs when available.
  • Desktop (Polycom) Phone
    • IF EXISTING:
      • Existing Polycom Extension

Page 5 - Submit

Use this page to include any additional information

Once submitted you will see a Thank You page confirming your submission.  You will also receive an email confirming your submission.  The form will be delivered to IT to process the request.