For our recertification team

Request for Assistance Tracker

Welcome in, team. This is our shared home base for the requests we post in the Teams channel. Log each request here and we all keep an eye on the clock together, so nothing gets buried in the chat and no one is left waiting without a record.

One shared team list Live 48-hour timers Bump reminder at 24 hours Escalation list at 48 hours

How we use it together

  1. Post in Teams as usual. Ask your question in the Teams channel the way you always do.
  2. Log it here right away. Adding it to the tracker starts your 48-hour timer and puts it on the list everyone sees.
  3. Keep this page bookmarked. Check in during the day, help where you can, and mark your request Answered once Teams comes back to you.

How the clock works

Hour 0Your request is logged and the countdown starts.
24 hoursNo answer yet? The tracker prompts you to bump your post in the same Teams thread.
48 hoursStill waiting? Your request moves to the Ready to Escalate list for our supervisor.

Good team habits

  • We all work from the same list. If it is not logged here, it is not being tracked.
  • Add another request for the same participant right from your own request when a second question comes up.
  • Answered in Teams? Close the loop here so the next person can find the answer.

Participant ID only - no participant names, SSNs, dates of birth, addresses, or income details in this app. The tracker blocks Social Security formats and dates of birth if they are pasted in by mistake.

Team sign in

Sign in with your team email. New to the team? Create your account with the invite code, using the link under the form.

New to the team? Create an account with the invite code

Forgot your password? Email me a reset link

Questions or trouble signing in? Let your team lead know and we will get you sorted.

Request for Assistance Tracker

Shared pool. Every open request counts down 48 hours from when it was posted to Teams.

Team and Settings

Owner only. Team invite code: team members need this code to create an account. The owner account is exempt. Leave blank to close registration.

Supervisor email: the team supervisor registers with this exact email and automatically gets Admin access (can work and delete any request, and view the team list, but cannot change settings). This is a separate account from the owner.

Final escalation email: when a request has 1 hour left on its 48-hour clock and still has no reply, the tracker emails this address and highlights the request red for the admin. Leave blank to use the default, kellyn@hevalconsult.com.

Allowed signup email domains: new accounts can only register with an email at one of these domains. The owner account and the supervisor email above are always allowed. Existing accounts are not affected. Separate domains with commas.

Team accounts and roles

Feature requests and issues

My profile

Your photo and color show next to your name on every request you submit.

Profile photo

Pick a clear headshot or avatar. It is resized automatically.

Display name

Your color

Pick your color. Yours is ringed. Colors blanked out are already taken by a teammate, no two members share a color.

Account security

Change password

Two-factor authentication

Uses an authenticator app (Google Authenticator, Microsoft Authenticator, Authy, or similar). Strongly recommended for owner and admin accounts.

Sessions

Sign-ins now expire after 14 days. You can sign out every other device right now.

Log a new request

Participant ID only - no participant names, SSNs, dates of birth, addresses, or income details.

Updates

What is new in the app, and what is coming. Updates clear out on their own after 48 hours.

Post an update

Help shape the app

Request a feature or report an issue. It goes straight to the owner. Participant ID only here too, no participant details.

Thank you, it is in. The owner sees it on their list.