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Request Form(s)
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Click here for the 2024 Box Fan Request form The Internal and External forms use the same link. You must have a QuickBase account (set up during training) to access the Internal version. Case Managers are asked to only use the Internal form. |
Press Submit New Request to open form
User must indicate that they are at least 60 years old for the form to appear
A few things to note:
You must check “Are you homebound / unable to leave your home without assistance?” to request a delivery
The comments and Case Manager fields only appear on the Internal form (i.e. for users who are logged in)
A confirmation email will be sent to the Contact Email Address on form submission
Once you click Save, you will be taken to a confirmation page. You can return to the landing page by clicking the FCOA logo in the top-left
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Viewing/Updating Requests (SharePoint)
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Pro tip! |
Status
The Status column should be updated by Support Services to reflect the current Status of the request. There are 5 possible statuses, detailed below:
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A request can be added to the SharePoint List with the Pickup or Delivery Status. It should remain in this Status until its scheduled Pickup Date/Time or Delivery Date. Afterwards, it should be updated by a Support Services Team member to either Complete or Incomplete if the box fan was not received by the requestor.
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Reporting (Power BI)
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Click here for the PowerBI report The Power BI report contains 5 pages, each with their own use |
New & Incomplete Deliveries
Shows all requests with the Delivery status
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New & Incomplete Pickups
Shows all requests with the Pickup status, similar to New & Incomplete Deliveries, but with a tree visual for the Pickup Date/Time.
To see all Pickup dates, click the “+” icon to the right of the orange bar, then select Pickup Date
Info about each Pickup Date will branch out from the first orange bar
To see scheduled Pickup Times for a Pickup Date, click the “+” icon to the right of its bar and select “Pickup Date/Time”
Completed
On this page, you can view all completed requests.
You can filter to specific Zip codes by selecting them from the buttons on the top of the report
You can also filter by Assigned Deliverer or Delivery Method in the tree visual, similarly to the New & Incomplete Pickups page
Duplicate Requests
A simple view of all duplicate copies of requests. A duplicate is a request that contains the same name and address as another request
Delivery Route Export
Used to optimize Delivery routes for deliverers.
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