How to Automate IT Requests with Smart Forms
Internal IT tickets can pile up quickly - especially without a clear process. SimplifyIT lets you automate IT requests with secure, customizable forms that route automatically and track responses.
Why Automate IT Requests?
- Ensure staff submit all the needed details up front
- Automatically assign tickets to the right tech or team
- Track and prioritize open requests easily
- Send auto-alerts and reminders for unresolved issues
Built for Financial Institutions
SimplifyIT's smart forms are used every day by bank and credit union employees to report outages, request hardware, submit access requests, and more. Each form can have built-in workflows, required fields, and alerts to ensure quick resolution - and a solid audit trail.
Common IT Scenarios Simplified
Lost or Stolen Device
A branch employee reports a missing laptop. One smart form:
- Notifies Information Security
- Kicks off a password-reset workflow
- Generates a chain-of-custody report for auditors
New Software Install
A lender needs Adobe Acrobat Pro. The form auto-routes to Apps Team, verifies license count, and updates the asset register when closed.
Audit-Ready: Every form submission is time-stamped, optionally tied to Active Directory or Entra ID, and exportable for FDIC and NCUA exams.