Choosing the right place for a request

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The intake form is the starting point for new work. Give the review team a short subject, the outcome you need, and the deadline that matters. A receipt confirms that the request arrived; the queue owner records the next step after review.

Use the service desk when an existing request is blocked. Include its receipt reference so the team can find the original context. Project milestones belong in Studio, while document approvals belong in Records. Keeping these conversations with the relevant record makes the eventual handoff easier to follow.

Fieldwork Notes · Requests, records and delivery

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