Order services

This action allows you to order services, phones, laptops or other equipment. You can order devices, services, and accessories for yourself and for others. To set up the permission to order from someone else, see Enable ordering on behalf of others.

Order a service or asset (phone, laptop, service):

  1. Click Request New Service. A blank order form opens. The parts of the form include fields for entering information on:
    • Identification
    • Asset
    • Plan Options
    • Accessories
    • Additional Information
    • Confirm and Submit
    • Summary

  2. On the left is your contact information.

    • If you are ordering for someone else or for a Department, click on the pencil icon to edit.

      Note: Your contact information is updated based on your Corporate HR file load into Cimpl. If you do not have much information it is because it is not provided in the HR feed from your company to Cimpl.

  3. Review the shipping information. If it is not correct, select Set different Address and enter or select the correct information.

  4. Click Next.

    Note: You can't order devices or services, transfer devices or service to any department that has a Closed status.

  5. Include a new asset is defaulted to Yes. If you do not need new equipment, select No.

    Tip: Select No in situations where you Bring Your Own Device (BYOD).

  6. In the middle pane, select one of the corporately approved equipment or devices. Once hardware has been selected, the description and costs appear in the 3rd pane.
  7. Click Next.
  8. Select your plan.
  9. Select your options, if any.
  10. Click Next.
  11. Include accessories is defaulted to No. If you need accessories, select Yes.

  12. Select the required accessories to add them to the cart. The related descriptions and costs appear on the 3rd pane.

    Note: If there is nothing listed, this indicates that your company does not allow purchasing of accessories at this time.

  13. If you need more than one of the same accessory, adjust the QTY in the left pane.
  14. Click Next.
  15. Enter the Due Date.
  16. Enter any comments.
  17. Choose a file to attach to the request.

  18. Click Apply.

    Note: Select the checkbox to save the attachment from the workorder to the inventory.

  19. Click Next.
  20. Review your order. If you have made a mistake, click on the pencil icon to edit it.
  21. Select the Acknowledgment statement.
  22. Click Submit Request. An order summary page opens. If you need to place another order, click Add Another Service and repeat steps 1-19.
  23. To exit, click the X on the top right corner.

Select an approver:

Your build of Cimpl may be configured to allow you to select an approver or multiple approvers for self-service actions.

  1. Click on + Approver. A list of users who can serve as approval authorities opens.
  2. Click on the name of the person who you want to select as an approver. Your selection appears in the self-service form.
  3. Repeat the approver selection step for as many approvers as is required.
  4. Once you have selected all the approvers needed, click Confirm. A summary page for the request opens.

Order for someone else:

If you’re a manager, or have Manager-role permissions, then you should have the authority to order for someone else. You can do so by entering that person's information in the order form. However, this authority is by default only limited to your subordinates or employees whose technology is your responsibility. You cannot order for anyone else outside this group of Cimpl users unless the permission to order on behalf of all users has been enabled for you. This permission can only be granted by users with Administrator permissions or by the Cimpl Support team.

  1. Click Request New Service. A blank order form opens.
  2. Click the pencil icon next to the employee name. A list of employees opens.
  3. Narrow your search by filtering by:
    • Department Number
    • Employee First and Last Name
    • Number
    • Employee Status
  4. Enter text into the search box.
  5. Select the employee record. The employee fields update on the order form.
  6. Click Click to set shipping address to same as contact OR fill in the address fields with a different address as needed.
  7. Click Next and follow the order form instructions.

Note: You have to select the checkbox to indicate you have proper authorization for the request and that you have complied with your organization’s policies (mandatory step to process an order request).