Service guides / Web & mobile apps
Systems & file handoffs · Web & mobile appsService request portals: systems & file handoffs
Plan how information enters and leaves the work. Start with request categories and assignment rules and plan a request submission and progress view.
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The project in view
- Start with
- request categories and assignment rules.
- Proposed result
- a request submission and progress view.
- A decision to resolve
- updates without clear ownership.
This is a planning example. It does not describe a completed client engagement.
Systems & file handoffs for this project
- Confirm the source format for request categories and assignment rules and the required delivery format for a request submission and progress view.
- Carry a stable reference through each handoff so a reviewer can trace updates without clear ownership.
- Begin with a reviewed file exchange if a live integration is unnecessary. Confirm system access before promising an integration.
Questions to answer together
- Which file formats or systems must exchange information?
- Who owns access, exports and destination records?
- How will a failed handoff or superseded file be identified?
What to have at the end
A handoff specification covering formats, permissions, ownership and failure handling.
Record the decision on updates without clear ownership alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.