
Respond to a Request
About this feature
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Requests are main interaction between the consulting firm and its clients. They are organised under projects, and there are different types of requests but they all follow a common, simple workflow, whereby:
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A project team member initiates a request and assigns it to another project team member.
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That person is notified by email, and the request appears on their main dashboard.
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The person who is assigned the request can respond (and attach files if required).
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There can be back and forth conversation, for example if the request requires clarification until the request is finally closed by the engagement team.
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Responding to a request from an email notification
As a project team member you will receive an email notification showing the name of the person that assigned the request to you (although the email itself will come from no-reply@oneteam.services )
To respond to the request:
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Click the link in the email to open the request in OneTeam
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Log on, if you are not already logged on to the platform (and you are not using Single Sign On)
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Read the request, which will be displayed automatically at this point.
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Click the Respond button
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Add a text message
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Drag and drop, or click browse, to attach files, if they have been requested.
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Click Save
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Your response is saved​
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The person that assigned the request to you will be notified
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