Overview

When a new user is being onboarded, they often require new hardware to start with their role. The hardware requirement may be based on individual role and company policy. With Pia’s Staff Onboarding SmartForm, you can submit a request for new user account creation but how do you make sure that if there is any hardware requirement, it also comes through?

To solve this problem, we use a SmartForms automation that will add an additional section to the SmartForms: Staff Onboarding automation for hardware request. If the client provides details on the hardware request, this automation will then create a follow-up ticket in the ticketing system for hardware requests.

Flow

Here’s the flow:

  1. Pia will present you with a form to fill out the hardware requirements
  2. Pia will create a follow up ticket in the ticketing system for hardware requests and add the hardware requirements as the ticket note

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