erequest How to apply guide
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- Damian Howard
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2 Overview is an application that assists UCB in request life cycle management. UCB has clear guidance in place on what they can support or sponsor. Online requests will go through an internal review and approval process with no guaranteed favorable outcome. This document will assist with the use of the web based interface. One of the most important features of the website is that it must be secure. To this end you will need a user name and password to be able to access the website. If you do not already have these, click the Register button which will provide you with an online form to fill out and submit. New Users Registration 1. If you need to request an id and password, you may do so by navigating the Need a User ID? section and clicking on the link called "clicking here" and then filling out the following out the registration form. 2. Required fields are indicated with an asterisk (*). 3. Click "OK" after completing the form. 4. After submitting your request, registration information will be sent to the address on file. If needed you may also contact Support by clicking on the "Customer Support" link on the left side of the homepage screen. 2
3 Logging In to the Site URL: 1. Type in your User ID and Password. 2. Click on the Login button to login. 3. If you forgot your password, please click on the "Forgot Password" link and a new Password will be ed to the address on file. 3
4 Starting a new request 1. Select "New Request" at the top of the homepage. 2. Read and acknowledge the "Application Submission Agreement". 3. Click "Ok" to proceed. 4
5 Tabs 1. Begin with the Main tab and fill out all the fields under each of the sections (required fields are identified by an asterisk *). 2. To switch from one tab to another, click on the actual tab or click on the arrow at the bottom of the page by scrolling to the bottom of the screen. 3. Clicking on the "Save" button periodically will allow you to save your work. 5
6 Attachments 1. To attach a document, click on the Attachments tab. 2. Click on the paperclip icon to attach a required document (required attachments are identified by an asterisk *) 3. A pop-up window appears; select the "Browse" button to upload your attachment. If you want to provide a description of the attachment, simply fill out the field called "Description" and click "OK" when done with the upload 4. To upload any additional attachments, click on the "Post New" and select the "Browse" button to upload your attachment. Select the type and provide a description (The description field may be optional or required if followed by an asterisk *) 6
7 Submitting a Request To submit your request, please complete all required fields and click on "Submit" at the top or bottom of the homepage. If you click on "Submit" and your application is incomplete, a list of remaining application requirements will be displayed. 7
8 Successful Submission Once the request has been successfully submitted, a pop-up window will display a message identifying your Request Tracking number. Please record this number for future inquires. An acknowledgement confirmation will also be sent. You may also locate your Request by clicking on the tabs to the left called "Task List" or "All My Applications" 8
erequest Frequently Asked Questions
Overview is an application that assists UCB in request life cycle management. UCB has clear guidance in place on what we can support or sponsor. Online requests will go through an internal review and approval
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