How to use the Field Intake Form

Overview: The Field Intake Form was created to streamline requests regarding Route single storage units. In response to Zendesk tickets – this form will be sent. It is a user-friendly form that will capture all information so that we can action issues quickly.  This form should be used by Regional Managers for all storage-related open/close activity going forward.

1. Request: New Unit (Primary)
   • Purpose: New unit, new vendor.
   • Next Steps: DSD Home Office partners will review the request then contact the RM to discuss preferred locations and review your options
2.  Request: New Unit (Secondary - established location/vendor)
   • Purpose: Secondary unit at established vendor location
   • Next Steps: DSD Home Office partners will reach out to the vendor to secure an additional unit. RMs will be CC'ed in the communications to provide additional information, as needed
3.  Documentation for Moveout
   • Purpose: confirmation of vacated unit and documentation for vendor
   • Next Steps: DSD Home Office partners will submit

NOTE: This is not applicable to full warehouse closures needing multiple units - team to handle directly with RMs

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Table of Contents:
Section 1: How to use the Field Intake Form (Desktop)
Section 2: How to use the Field Intake Form (Tablet)

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Section 1: How to use the Field Intake Form (Desktop)

1. To access the form using a direct link, please click Here: Field Intake form
   
2. Click the Form Submission Types drop down to view the available options to select:
   • REQUEST: New Unit (Primary)
   • REQUEST: New Unit (Secondary/Additional)
   • Documentation of Moveout
     PLEASE NOTE: Based on the option selected, there will be different fields to fill out. Please fill out each required field. When entering the Route number, please enter the three digit route number, for example:
     RTE #1 = 001
     RTE #42 = 042
     RTE #302 = 302
3. Request: New Unit (Primary)
   
   
4. Request: New Unit (Secondary/Additional)
   
   
5. Documentation of Move-Out
   
   
6. The photo(s) or will be attached to the form for submission.
   
7. After populating each of the fields and optional additional notes or files (Documentation of Move-Out form only to submit photo of empty storage ) and tap Submit. 
   Note: A copy of the submission can be sent if selecting the box at the bottom of the form prior to clicking the Submit button:
   

8. An example of a copy of responses sent to email:
   

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Section 2: How to use the Field Intake Form (Tablet)

1. Tap SOTI Surf from the Tablets home screen
   
2. Tap the DSD Storage Management bookmark.
   
   
3. Tap the Form Submission Types drop down to view the available options to select:
   1. REQUEST: New Unit (Primary)
   2. REQUEST: New Unit (Secondary/Additional)
   3. Documentation of Moveout
      PLEASE NOTE: Based on the option selected, there will be different fields to fill out. Please fill out each required field. When entering the Route number, please enter the three digit route number, for example:
      RTE #1 = 001
      RTE #42 = 042
      RTE #302 = 302
      
      
       
4. Request: New Unit (Primary)
   
   
5. Request: New Unit (Secondary/Additional)
   
   
6. Documentation of Move-Out
   
   
7. To take photos to attach to the submission, tap the Drop your files here section
   
8. Select Camera
   
9. To take a phot, tap the circle button and then tap the checkmark to accept the photo.
   
10. The photo(s) or will be attached to the form for submission.
    
11. After populating each of the fields and optional additional notes or files (Documentation of Move-Out form only to submit photo of empty storage ) and tap Submit. 
    Note: A copy of the submission can be sent if selecting the box at the bottom of the form prior to clicking the Submit button:
    
12. An example of a copy of responses sent to email: