MR0012J 9710 System Assurance Guide 1-5
The System Assurance Flowchart
Proposal Acceptance
The system assurance process begins when the customer accepts the proposal.
At this time, the solutions delivery installation consultant (in the United States)
or the solutions delivery manager (internationally) schedules one or more
system assurance planning meetings.
System Assurance Planning Meetings
The purpose of the system assurance planning meetings is to:
• Explain system assurance as it applies to the 9710 Library
• Establish the system assurance team
• Establish the responsibilities of the team members
• Establish the schedule for the system assurance process
• Define hardware and software requirements
• Complete the configuration worksheets, order worksheets, and other
required worksheets (Chapter 4)
• Set the dates and times for one or more system assurance review meetings
Order Placement
Depending on the customer, the appointed team member must now either:
• Fax the completed worksheets to Orders Management (OM), or
• Transfer information from the completed worksheets to the sales entry form
and fax the sales entry form to the Shared Services Center (SSC)
See Chapter 4 for which of the above options and fax number s to use.
Sales Entry Form or Order Worksheet Check
If the sales entry form or order worksheets are complete and correct, OM or
SSC approves the order and assigns a ship date. If they are not correct, OM or
SSC contacts the system assurance team for more information.
System Assurance Review Meetings
The purpose of the system assurance review meetings is to:
• Complete the pre-installation checklists (Chapter 5)
• Identify additional requirements