Hardware Grants - Revision history

Kevin.Williams at 19:34, 1 August 2014

2014-08-01T19:34:57Z

Dheiber at 18:31, 28 March 2014

2014-03-28T18:31:54Z

Dheiber: /* After clarification and approval */

2014-03-26T23:02:20Z

After clarification and approval

Psullivan: /* The Hardware Grants Process (from request to resolution) */

2013-11-22T23:04:40Z

The Hardware Grants Process (from request to resolution)

Psullivan: /* After clarification and approval */

2013-11-22T23:03:23Z

After clarification and approval

Psullivan: /* The Hardware Grants Process (from request to resolution) */

2013-11-12T18:21:10Z

The Hardware Grants Process (from request to resolution)

Psullivan: /* The Hardware Grants Process (from request to resolution) */

2013-11-10T02:24:42Z

The Hardware Grants Process (from request to resolution)

Psullivan: /* Pages related to hardware grants */

2013-11-10T01:37:32Z

Pages related to hardware grants

Dheiber at 19:29, 26 June 2013

2013-06-26T19:29:18Z

Dheiber: /* After clarification and approval */

2013-05-23T19:12:08Z

After clarification and approval

← Older revision		Revision as of 19:34, 1 August 2014
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		+	[https://docs.google.com/document/d/1G7J_3-ElRrvvPLdOT1Naz9KGS8hRelFSH7U_Ywv6TEk/edit?usp=sharing Link]

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← Older revision		Revision as of 18:31, 28 March 2014
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@@ Line 25: / Line 25: @@
 ===After clarification and approval===
 # Monitor ticket and wait for any necessary system production and all requested items to be available before proceeding.
-# Confirm pickup appointment during scheduled shift or in cooperation with another HG team member.
+# When items are ready, ask them to sign up for pickup at https://freegeek.youcanbook.me/. This service will automatically add their appointment to the Google calendar and send confirmation email with all necessary pickup information.
 # When they come in to pickup the item, follow the [[How To Disburse A Grant]] guide.
 #* You '''must''':
 #** Get the name of the person picking up materials;
 #** Take all paper PRINTMEs on systems;
-#** <strike>Check the covered/uncovered status of monitors.</strike>  You can now marked all monitors as "covered"
+#** Provide a [[Using your Free Geek computer!]] handout if they are receiving any computers.
 #* Consider asking them to take a picture with their granted hardware in front of Free Geek or the painting in front of the Monkey House.
 # After disbursement, ensure you:

@@ Line 8: / Line 8: @@
 ==The Hardware Grants Process (from request to resolution)==
-'''Please refer to [[Processing_Hardware_Grants]] for specific instructions on the new system for Grants.'''
+'''Please refer to [[Processing Hardware Grants]] for specific instructions on the new system for Grants.'''
 ===Incoming requests===
 # Grant request comes in to [http://todo.freegeek.org/ RT (or ToDo)]

@@ Line 24: / Line 24: @@
 ===After clarification and approval===
 # Confirm pickup appointment during scheduled shift or in cooperation with another HG team member.
 #* Copy RT title (including number) and input pickup date/time in [https://www.google.com/calendar/embed?src=ll168df2r78om6th64asekaqkk%40group.calendar.google.com&ctz=America/Los_Angeles HG Google Calendar].
 # When they come in to pickup the item, follow the [[How To Disburse A Grant]] guide.
 #* You '''must''':
@@ Line 39: / Line 39: @@
 #** If the contact doesn't currently exist in the system, create a new contact.  Check the "organization" box and ensure you put in the correct address.
 # Click "Resolve" if you have successfully fulfilled the grant request.
-# High-five anyone in the Monkey House for a job well done (or pat yourself on the back) and continue on to the next HG request.
+# High-five anyone nearby for a job well done (or pat yourself on the back) and continue on to the next HG request.

@@ Line 16: / Line 16: @@
 #* Determine if requester is an approved contact by checking email address, publicly-available information or personal contact with organization.
 # Determine if we are able to grant out the requested items by using the [[Hardware Grants What We Can Give Out List]].
-# If request is simple and fulfillable, update Custom Fields inputs including GrantStatus, FG-PDX_Elegibility and GizmosToBeGranted.
+# If request is simple and fulfillable, update Custom Fields inputs including GrantStatus, FG-PDX_Elegibility and Needed fields.
-#* If you require further information (on the items requested, status of the organization or grant contact), choose "NeedsClarification" in Custom Fields>GrantsStatus.
+#* If you require further information (on the items requested, status of the organization or grant contact), choose "Requested" in the GrantsStatus field and set the ticket status to Open.
 # Click "Reply" in the original application and use [[Hardware Grants Responses]] to generate an appropriate response.
-#* If conversation occurs via email (outside of RT), input any valid details in RT.
+#* If conversation occurs via email (outside of RT), input any relevant details in RT.
 # If items are not readily available please request them using established methods for [[Requesting Items for Hardware Grants]]
 #* Your RT ticket should be updated when waitlisted items are available.

@@ Line 8: / Line 8: @@
 ==The Hardware Grants Process (from request to resolution)==
 ===Incoming requests===
-# Grant request comes in to [http://todo.freegeek.org/ RT (or ToDo)] - Here's a convenient list of [http://todo.freegeek.org/Search/Results.html?Format='%3Ca%20href%3D%22%2FTicket%2FDisplay.html%3Fid%3D__id__%22%3E__id__%3C%2Fa%3E%2FTITLE%3A%23'%2C%0A'%3Ca%20href%3D%22%2FTicket%2FDisplay.html%3Fid%3D__id__%22%3E__Subject__%3C%2Fa%3E%2FTITLE%3ASubject'%2C%0A'__QueueName__'%2C%0A'__ExtendedStatus__'%2C%0A'__CreatedRelative__'%2C%0A'%3Ca%20href%3D%22%2FTicket%2FDisplay.html%3FAction%3DTake%26amp%3Bid%3D__id__%22%3ETake%3C%2Fa%3E%2FTITLE%3A%26nbsp%3B%20'&Order=ASC&OrderBy=Created&Page=1&Query=%20Owner%20%3D%20'Nobody'%20AND%20%20(%20%20Status%20%3D%20'new'%20OR%20Status%20%3D%20'open'%20)%20AND%20Queue%20%3D%20'HardwareGrants'&Rows=50 current unclaimed Hardware Grants, oldest first].
+# Grant request comes in to [http://todo.freegeek.org/ RT (or ToDo)]
-#* Grant look too complicated?  Leave it in the queue for another intern or the Hardware Grants Coordinator.  Otherwise, click "Take" under the ticket title and it's yours.
+#* Grant look too complicated? Ask the Hardware Grants Coordinator or leave it in the queue if they're not available.
 # Determine if grantees are eligible using the [[How to approve/deny grants]] page.
 #* Use the "Comment link" to input non-profit status into RT after checking [[Business registrars]], [http://www.melissadata.com/lookups/index.htm Melissa Data] or the [http://www.irs.gov/app/pub-78/ IRS website], if appropriate.

@@ Line 45: / Line 45: @@
 ==Pages related to hardware grants==
-;[http://todo.freegeek.org/Search/Results.html?Format='%3Ca%20href%3D%22%2FTicket%2FDisplay.html%3Fid%3D__id__%22%3E__id__%3C%2Fa%3E%2FTITLE%3A%23'%2C%0A'%3Ca%20href%3D%22%2FTicket%2FDisplay.html%3Fid%3D__id__%22%3E__Subject__%3C%2Fa%3E%2FTITLE%3ASubject'%2C%0A'__QueueName__'%2C%0A'__ExtendedStatus__'%2C%0A'__CreatedRelative__'%2C%0A'%3Ca%20href%3D%22%2FTicket%2FDisplay.html%3FAction%3DTake%26amp%3Bid%3D__id__%22%3ETake%3C%2Fa%3E%2FTITLE%3A%26nbsp%3B%20'&Order=ASC&OrderBy=Created&Page=1&Query=%20Owner%20%3D%20'Nobody'%20AND%20%20(%20%20Status%20%3D%20'new'%20OR%20Status%20%3D%20'open'%20)%20AND%20Queue%20%3D%20'HardwareGrants'&Rows=50 **Unclaimed grant requests**]
+;[[Processing Hardware Grants]]
 ;[[How to approve/deny grants]]
 ;[[How To Disburse A Grant]]
@@ Line 56: / Line 51: @@
 :Cut-and-paste responses for requesters
 ;[[Hardware Grants What We Can Give Out List|What We Can Grant Master List]]
@@ Line 61: / Line 58: @@
 ;[[Requesting Items for Hardware Grants]]
 ;[[Build Specs]]
 ;[[Business registrars]] ([http://egov.sos.state.or.us/br/pkg_web_name_srch_inq.login OR] or  [http://www.secstate.wa.gov/corps/search.aspx WA])
@@ Line 80: / Line 76: @@
 ;[[Template:Training Guide for Hardware Grants Internship|Training Guide for HG Internship]]
 :Checklist for beginning volunteers/interns