Get Cpfm Report Request Form - Utexas

This guide provides a clear overview of how to complete the CPFM Report Request Form - Utexas online. By following the steps outlined here, users can efficiently provide the necessary information for their report request.

Follow the steps to successfully fill out the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your name and Employee ID (EID) in the 'Requestor Name & EID' field. This identifies you as the person requesting the report.
3. Fill in your contact details, including your phone number and email in the 'Requestor Phone and Email' section. This allows for proper communication regarding your request.
4. Outline the specifics of your report request in the 'Request Details' section. Start by indicating the 'Report Number' if you have one, or select the type of report you need — either 'New Report' or 'Modify Existing Report.'
5. If you are modifying an existing report, provide both the 'Report Number' and the 'Report Name' of the report you wish to modify.
6. Add a 'Report Title' and a 'Short Title' limited to 50 characters. Clearly define what your report entails.
7. Include a detailed 'Report Description' to convey the content and purpose of the report.
8. In the 'Business Purpose/Use' section, describe the business need for this report and how it is currently addressed, including any workarounds that are in place.
9. Assign a priority level to your request by choosing between ONE (legal/business risk), TWO (significant impact), or THREE (some impact) in the 'Priority' section.
10. Provide a justification for the selected priority in the 'Priority Justification' field.
11. Specify who will use this report by indicating the appropriate groups like PMCS, Facilities Services, CPFM, UEM, or DHFS in the 'Who Will Use this Report?' section.
12. Indicate the 'Frequency of Use' for the report, choosing among Daily, Weekly, Monthly, Annually, Ad Hoc, or Other.
13. List any filters or prompts you want in the 'Filters and Prompts' section, which help refine search criteria.
14. Specify the desired report format by identifying the fields to display, sorting order, groupings, aggregations, calculations, etc. in the 'Report Format' section.
15. Choose the 'Data Format' you prefer for your report, such as PDF, Excel, HTML, or Text/CSV.
16. Provide any additional information or requirements in the designated section. Remember, a detailed mockup is required for all report requests, detailing column headers, their order, and a sample line for data format.
17. Lastly, provide your signature in the 'Requestor Signature' section, and ensure your request includes the date. An AD signature and date are also needed.
18. Once all sections are complete, save the changes, and you may download, print, or share the form as necessary.

Take the next step and complete your CPFM Report Request Form online today.