Request Professional Services Step by Step

1. On the Request Professional Services form at help.pcr.com, enter the following information.
2. Enter a Summary of the work needed. This is a required field.
   1. For example, "Make the Service Reference field required".
      

      

3. Enter the type of work requested in the What Kind of Service? field. This is a required field.
   

   

   1. Custom Events - create customized behaviors in PCR-360
   2. Custom Integrations - connect with external applications via the API
   3. Custom Validations - add validation logic for some data type
   4. Data Refreshes - copy prod data to test to keep test data current
   5. Importing a File - help writing Imports or Import Conditional Logic
   6. Paid Feature - pay to add a specific feature, or escalate a feature into a specific patch/version
   7. Report Writing - get an AdHoc grid built to specification
   8. Training - request additional training above and beyond the initial training PCR provides
4. Enter a Description and outline your requirements for the requested work. Make sure to include all relevant details of the needed work.
   

   

5. If there is a particular date the upgrade should be done on, enter that date in the Requested Completion Date field.
6. Any additional information can be entered into the remaining optional fields:
   
   1. Requested Completion Date
   2. Impact
   3. Attachment
7. Click the Create button. 
   

   

   
   
   The Professional Services Request will be submitted to the PCR Account Manager who will confirm details and work to schedule the requested work.

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