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Procedure

Section 1: Creating a New Request

1. Open PS Contracts Request Portal in PowerApps.
2. Click Select Create New Request.
   
3. Complete the Request Form in the PS Contracts Request Portal.
   
   *Required Fields
4. Complete Section 1. Requestor Details:
   
   • Requestor Name and Email - Auto populated
   • Position - Select from drop downs
   • PS Selling Geo - Select from drop downs
   • Request Type - Select from drop downs
   • PS Selling Region - Select from drop downs (if not listed, leave blank and note in comments)
   
   *Required Fields

Note:

• If you are submitting a request for a SOW Review or CR, go to step 5.
• If you are submitting a request for an Inquiry, go to step 6.

5. For SOW Review or CR Requests:

   Complete Section 2. Requestor Details:
   

   • Customer Receiving Delivery - End Customer receiving services
   • Financial Services Type - Select the appropriate FST
   • Upload Documents – Upload all supporting documentation
   • Submit - After uploading all documentation and completing the information, select “Submit”

   
   *Required Fields

6. For Inquiry Requests:

   Complete Section 2. Requestor Details:
   

   • Type of Inquiry - Select from drop downs:
   • Policies/Procedures​ - Questions or concerns about policies or transacting business for PS
   • Misc/Other​ - All other questions or concerns
   • SOW/CR​ - Questions or concerns about SOW or Change Request drafting/execution
   • Upload Documents - Upload all documents for review and supporting documentation
   • Submit - After uploading all documentation and completing the information, select “Submit”

   
   *Required Fields

Section 2: Notifications

1. Email notifications will be provided when a request is submitted and when a request has been assigned.
   

Section 3: View My Requests

1. Open PS Contracts Request Portal in PowerApps.
2. View your requests in the My Contracts dashboard:
   
   • Filters - Filter requests by Type of Request, Geo, and PS Contracts team Owner
   • Status - Select each status to view your requests
   • Create Contracts Ticket - Create a new PS Contracts request directly from your dashboard
   

Partner Notes

Additional Information

• Feedback form
• PS Contracts and Compliance SharePoint
• Global PS SOW Signature Policy
• Global PS Operations Policy

Internal Notes