Key Form Instructions - Key Admins

  1. Please review the Key User Information and update if necessary.  All red note fields are required fields. 
    Note: Sponsoring Department should be reviewed and updated if iOther is selected. Please update it to match the department of the Sponsor/Supervisor.

    Form for requesting keys, with fields for user information and work location details.

     

  2. Review the Expires date of each key to ensure the dates are in the future. Sometimes the user fails to update the date and the current date is submitted. 
     

    Form interface with fields for new keys, including input boxes and dropdown menus.

     

  3. When ready to assign a key, use the Approval Status drop down menu to select Admin - Assign Key
     

    Form fields for entering new keys, with a dropdown menu for selecting experience level.

     

  4. Selecting Admin - Assign Key  will cause the Serial dropdown menu to appear in the Serial column for the key row selected. Selct an available serial from the keys available to you.    Serials marked - Taken indicate that they are in use, but if you have the key in hand, you can select the corresponding Serial ID.  They key will be removed from its old user and assigned to the new Key User.

    Form fields arranged for entering new keys with dropdown for selection.

     

  5. Once you have selected Admin - Assign Key and a Serial ID you can move forward. 
     

    Form layout with fields for project details and buttons for submission.

     

  6. Here you can add comments that are visible to the user (Public)  or only visible to Key Admins (Only visible to Admins).
     

    Text fields on a form with placeholder text, set against a light background.

     

  7. To complete the request, make sure to select the Finalize Request (Complete) box and click Submit.  
     

    Form with yellow banner and checkboxes for options; submit button at the bottom.

Key Form Flowchart: https://www.metro.ucdavis.edu/key-request-flowchart