Onboarding Tickets for OnDemand Contracts

Onboarding Tickets from Robert are the C&E Products which currently involve Level 2’s work in order to complete extending renewals for OnDemand or processing OnDemand.

Here is an example of what the tickets look like:

Most other onboarding tickets are done via Onboarding - but since EDR contracts are still done through Level 2, anything environmental will auto assign to Level 2 since Level 2 is the one that has to do the work on it.

• Navigate to the account and click on “Agreements”.
  

  

• Determine whether or not the document has been signed by the client by checking the “Agreement Status” column.
  DO NOT proceed with any system updates until it is signed.

• In the example below, the signature is still needed, therefore work cannot be done on the case and should be assigned back to Robert.
  

  

Once approval is received from client, open the document and look at the terms.

Make updates to contract in the system based on the terms of the agreement.

Once case is complete, click “Product Delivered” which will then auto-submit a case to finance.