Can I track my submitted requests?

I've submitted a request but I didn't see a confirmation. Is there anywhere I can check what requests were successfully submitted? 


Answer

Dear Colleagues,

Since moving to Neoserra, many of you have asked how to better track research requests. While Neoserra has been a boon in many ways, it was not designed to manage research intake and delivery. We’ve had to adapt and use external tools—first Jotform, and now Springshare’s LibAnswers—because no single solution fully integrates with Neoserra.

 

Research Request Flow

A 4-step guide from submission to client file logging.

1

Request Submitted

Use the **LibAnswers form** (links in Neoserra & TONY).

Crucial Tip: Forward the confirmation email to the **Neoserra postbox**.
2

Work Assigned

Team monitors queue (sorted by date), claims the request, and begins research.

Team Tip: Add the client's **case #** in the subject line for faster assignment.
3

Response Sent

The completed research is sent to your **official email address**.

System Note: Neoserra postbox is **automatically CC'd** for logging.
4

Check Status

  • **Neoserra:** Counseling → Filters.
  • **TONY:** Weekly static list (Mondays).
  • **Personal:** Set a reminder when submitting.

**Future Feature:** We are exploring **LibSites** as an option for live status dashboards.

 

 

 

 

  • In the meantime, your administrative entry in Neoserra and use of the tools above makes a big difference in how smoothly the process works for you.

Thank you for adapting with us as we continue to refine our systems.

Sincerely,

 

Josée Fonseca

Research Central

Media

  • Last Updated Oct 01, 2025
  • Views 8
  • Answered By Josée

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