This guide will provide you with step by step instructions on the HTML5 Banner process in Accelo.
The steps will be in the format of role/which department the step is for followed by the details.
- AM – Submits HTML5 ticket and completes initial information request
- DM PM – Review the requested HTML5 Banner ticket to check it has the required details
- DM PM – Accept the ticket by changing the status to investigating
- DM PM – Change the ticket priority based on the work
- DM PM – Assign the Evalulate Work and Provide Estimated Time task to appropriate person
- DM PM – If a quote is required or time needs to be taken from the budget to complete this work, then change to status to providing quote/use budget, else change the status to work in progress then go to step 15
- DM PM – A task is created for providing a quote/take from monthly budget, you need to assign this to AM for this client.
- AM – If it’s a quote, then send the client a quote for the work.
- AM – Once the client has approved the work for quote/taking from monthly budget, mark the quote client/take from budget task as complete
- AM – If taking from the monthly budget then edit the ticket and select the relevant monthly contract (If not already set). Now assign the task “Check monthly budget” to Eddie Bradshaw.
- AM– If the client now needs invoicing change the ticket status to providing invoice. If the work is been taken from the budget then change the status to work in progress.
- AM – A task is created for raising an invoice which you should assign to a member of the accounts team. If the work should be completed without waiting for payment, then this should be included in the task.
- Accounts – Once the invoice is raised mark the task as done then change the status to awaiting payment.
- Accounts – A task is created for confirming the payment. This should be assigned to a member of the accounts team who will monitor this.
- Accounts – If the work is to be completed without payment then change the status to work in progress. Once payment is made mark the task as complete.
- DM PM – Change status to work in progress. Assign Complete Required Work task to the relevant person.
- DM PM – Once the work has been completed, change the status to resolved
- DM PM – A task is created to inform the client the work is completed. This should be assigned to the AM.
- DM PM – A task is created for the PPC team to install the banners. This should be assigned to the PPC manager (Ash Winder)
- AM – Once the client is informed the ticket status should be changed to closed