introduction to the new admissions it service request form

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INTRODUCTION TO THE NEW ADMISSIONS IT SERVICE REQUEST FORM This document outlines how to use the Admissions IT Service Request Form which goes live on Monday, January 5, 2015. It also addresses various issues users may encounter while using the form along with solutions to these issues, if any.

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Page 1: Introduction to the New Admissions IT Service Request Form

INTRODUCTION TO THE NEW ADMISSIONS IT

SERVICE REQUEST FORM

This document outlines how to use the Admissions IT Service Request Form which goes live on Monday, January 5, 2015. It also addresses various issues users may encounter while using the form along with

solutions to these issues, if any.

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Introduction

Dear Reader:

As of January 5, 2015, the Admissions IT Department will begin using a new service request log

and, with it, a new service request form. This document has been compiled to provide you with

tips concerning your preparation regarding the use of the new service request form, highlight the

new features of the form, and outline any potential issues you may encounter.

This document is also intended for use by those first gaining access to the Admissions IT

SharePoint Site for the purpose submitting service requests. If you have recently been added to

the Admissions IT SharePoint Group “Outside Admissions with contribute,” please use this

document as a guide when first using the service request form. I hope the information provided

proves helpful.

Sincerely,

Edwin M. Jackson

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Contents Introduction...............................................................................................................................3

Accessing the Admissions IT SharePoint Site ..........................................................................7

Known Compatibility Issues between Internet Explorer 11 and SharePoint 2010 ................9

Object doesn’t support property or method ‘addEventListener’ ........................................9

Step 1: Opening the Internet Options Dialogue from the Tools Menu .......................... 10

Step 2: Accessing the Trusted Sites Zone of the Security Tab ....................................... 11

Step 3: Adding the Admissions IT SharePoint Site to the Trusted Sites Zone .............. 12

Step 4: Opening the Compatibility View Settings Dialogue from the Tools Menu ....... 14

Step 5: Adding the University of Houston Domain to the Compatibility View ............. 15

The Admissions IT Service Request Form ............................................................................. 18

The Previous Admissions IT Service Request Form .......................................................... 18

The Current Admissions IT Service Request Form ........................................................... 19

Opening the Admissions IT Service Request Form ............................................................ 20

Warning: An error occurred querying a data source .................................................... 21

Filling Out the Admissions IT Service Request Form ........................................................ 24

Submitting the Admissions IT Service Request Form ....................................................... 26

FYI: Why a “Save” Button and not a “Submit” Button? .............................................. 27

Submitting the Admissions IT Service Request Form (cont’d) ......................................... 28

Versioning on the Admissions IT Service Request Log ................................................. 29

Editing an Admissions IT Service Request List Item ..................................................... 32

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Accessing the Admissions IT SharePoint Site

If you are a new hire or otherwise do not have access to the Admissions IT SharePoint site, you

will have to request access by following the instructions in the Microsoft Office Support Article

“Get access to a SharePoint site,” specifically the section Requesting access to a site.

Your request will be referred to the Admissions IT Security Administrator who will then determine

whether or not access will be granted and, if granted, determine what actions you may perform on

the site by assigning a permissions level.

Once you have access, simply navigate to the Admissions IT SharePoint Site and, if prompted,

enter your CougarNet Credentials (i.e. Username and Password). You will then see the

Admissions IT Home Page as viewed below. Your name should appear in the top right corner of

the page.

Figure 1: Admissions IT Home Page

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Known Compatibility Issues between Internet Explorer 11 and SharePoint

2010

Object doesn’t support property or method ‘addEventListener’

Before we continue, a known compatibility issue between Internet Explorer 11 and SharePoint

2010 must be addressed. Specifically, users sometimes encounter a Critical Error when attempting

to open the Admissions IT Service Request Form via Internet Explorer 11.

Figure 2: Critical Error, Object doesn’t support property or method ‘addEventListener’

The solution for this error is to have the Admissions IT SharePoint Site load in compatibility mode

when accessed via Internet Explorer 11. Below, you will find the steps necessary to implement

this solution.

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Let us begin by going to the Tools Menu and selecting “Internet options.” This will open the

Internet Options Dialogue.

Figure 3: Opening the Internet Options Dialogue from the Tools Menu

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With the Internet Options Dialogue window open, click on the Security Tab and select the Trusted

Sites Zone. Click the “Sites” Button to open the Trusted Sites Dialogue.

Figure 4: Opening the Trusted Sites Zone from the Internet Options Dialogue

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The domain for the Admissions IT SharePoint Site should automatically appear in the “Add this

website to the zone:” field of the Trusted Sites Dialogue Window if you are performing these

actions while on the Admissions IT SharePoint Site, but if not, type the following:

https://share.uh.edu. Click on the “Add” Button in the dialogue window and the domain should

appear in the “Websites:” field.

Figure 5: Adding the Admissions IT SharePoint Site Domain to the Trusted Sites Zone

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Leave the “Require server verification (https:) for all sites in this zone” Checkbox unchecked.

Close the Trusted Sites Zone Dialogue by clicking the “Close” Button and exit the Internet Options

Dialogue by clicking the “OK” Button.

Figure 6: The Admissions IT SharePoint Site Domain Added to the Trusted Sites Zone

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We will once again go to the Tools Menu, but this time we will select “Compatibility View

settings.” This will open the Compatibility View Settings Dialogue.

Figure 7: Opening the Compatibility View Settings Dialogue from the Tools Menu

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The University of Houston Domain should automatically appear in the “Add this” field of the

Compatibility View Settings Dialogue Window if you are performing these actions while on the

Admissions IT SharePoint Site, but if not, type the following: uh.edu. Click on the “Add” Button

in the dialogue window and the domain should appear in the “Websites you’ve added to

Compatibility View:” field.

Figure 8: Adding the University of Houston Domain to the Compatibility View

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Check the “Display intranet sites in Compatibility View” Checkbox and close the Compatibility

View Settings Dialogue by clicking the “Close” Button.

Figure 9: The University of Houston Domain Added to the Compatibility View

And with that you should no longer encounter the Critical Error, “Object doesn’t support property

or method ‘AddEventListener.’”

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The Admissions IT Service Request Form

The Previous Admissions IT Service Request Form

Below, you can see the Admissions IT Service Request form in its previous incarnation. You may

have noticed it is long, not intuitive, and even grants access to fields that should only be viewed

by the Admissions IT Staff. It is also not visually appealing.

Figure 9: The Previous Admissions IT Service Request Form

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The Current Admissions IT Service Request Form

The current Admissions IT Service Request Form is shorter and has only the fields in which you,

the end user, are interested. You will also note that more fields on the new form are marked as

required (i.e. Marked with a Red Asterisk, “*”) as compared to the previous form. These fields

will have to be filled before the form may be submitted.

Figure 10: The Current Admissions IT Service Request Form

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Opening the Admissions IT Service Request Form

Under the Service Request Resources heading of the Quick Launch Bar (i.e. the Left-Hand Pane

of the Admissions IT SharePoint Site), click on the Admissions IT Service Request Form

navigation link. This will open the service request form.

Figure 11: Opening the Admissions IT Service Request Form

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When opening the new Admissions IT Service Request Form, you will likely encounter a Warning

Window that says, “An error occurred querying a data source.”

Figure 12: Warning, An error occurred querying a data source

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This warning is caused by the inability of the People Picker field to access the User Profile Service

on the SharePoint server. The User Profile Service would be used to pre-populate the People

Picker field with the User Name associated with your CougarNet account. However, after clicking

the “OK” Button, you will notice the People Picker field is blank. This is the only effect of the

error: All other fields within the form should behave normally.

Figure 13: People Picker with No Name Present

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Enter your CougarNet user name and click on the “Check Names” Icon and your name will appear

in the field. You will have to perform this action each time you open a new service request form

until such time as the server issue is resolved.

Figure 14: People Picker with Name Present

NOTE: Before my name appeared in the People Picker, I typed my CougerNet Username,

emjackso, and then clicked on the outlined “Check Names” Icon.

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Filling Out the Admissions IT Service Request Form

To fill out the service request form, simply make appropriate selections from the drop-down menus

and enter the necessary information in the other fields. If you are not sure what information should

be placed in a certain field, hover over it to display a screen tip. Otherwise, consult with your

superior(s).

Figure 15: Example of a Screen Tip for the Attachments Field

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Figure 16: Completed Form before Submission

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Submitting the Admissions IT Service Request Form

To submit your completed service request form to the service request log, simply click on the

“Save” Button located at the far left on the ribbon. You will then be notified as to whether or not

your submission was successful.

Figure 17: The “Save” Button

Figure 18: “The form was submitted successfully” Pop-Up Window

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Some of you may be wondering why there is a “Save” Button and not a “Submit” Button. After

all, this is a form to submit a request to be addressed by the Admissions IT Department, correct?

This may be the chief reason for the Service Request Log, but this is not what is actually occurring.

The service request log is a list and the service request form is a graphical user interface (GUI)

used to add new items to this list. When you open the service request form, you are creating a new

item on the list. The fields on the service request form represent attributes a single list item may

have. When you fill out the form, you are assigning values to particular attribute for that list item.

And, as this is a new list item, it must be saved to the list and assigned an issue ID.

This is why we see a “Save” Button and not a “Submit” Button on the ribbon.

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Submitting the Admissions IT Service Request Form (cont’d)

After saving the new item to the service request log, you will be able to view it in the Admissions

IT Service Request Log as seen below in Figure 18.

Figure 19: Submitted Item in Service Request Log

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Notice that versioning is active on the new Admissions IT Service Request Log as indicated by

the list column “Version.” Versioning allows you to see changes via the version history. To open

the version history, click the check box next to the list item for which you wish to view the version

history.

Figure 20: Selecting a List Item

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This action will open the List Tools, Items Tab in the ribbon. Click on the “Version History” icon

in the Manage Group and the Version History window will open.

Figure 21: Opening the Version History

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From the Version History window, you can view all changes made to various list item attributes,

the date and time such changes were made, and the name of the individual who made the

aforementioned changes. If you wish to know what the value of an attribute was before the change,

simply hover over the change in question and the pervious value will appear.

When you are done reviewing the changes made, close the Version History Window by clicking

the “X” in the upper right corner. Note that you may also delete all versions of a list item, thereby

sending it to the site Recycle Bin and removing the item from the list: THIS SHOULD NEVER

BE DONE!

Figure 22: Closing the Version History Window

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If you entered some information in error or made an errant selection in one of the drop-down

menus, you may edit the list item by selecting it as described previously in the Versioning on the

Admissions IT Service Request Log section. Instead of clicking on the “Version History” icon in

the Manage Group of the List Tools, Items Tab, click on the “Edit Item” icon. This will re-open

the service request form for editing.

Figure 23: Editing an Admissions IT Service Request List Item

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Make any changes you desire to the list item via the form and click the “Save” Button in the upper

left corner of the Edit Tab in the Admissions IT Service Request Log window when you are done.

You will once again receive a pop-up notifying you of a successful submission.

Figure 24: Saving Your Changes

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