Data backup requests communicated through email or informal conversations give IT teams an inconsistent record of who is requesting the backup, what department the data belongs to, who the responsible supervisor is, and any specific instructions relevant to how the backup should be handled. Without a centralized, signed request process, managing backup requests accurately and maintaining an auditable trail of what was requested and by whom requires more effort than it should.
The Data Backup Request template for SharePoint, built with Infowise Ultimate Forms, provides a formal request form that captures the requestor's full name, job title, department, email address, phone number, and supervisor, alongside any additional comments or instructions, the date of request, and the requestor's e-signature. Every request is stored as a complete, auditable record in SharePoint.
How it works
Requestor and contact details
The form captures the requestor's full name, job title, department, email address, and phone number. Capturing the requestor's department and role gives the IT team the organizational context needed to locate the relevant data and prioritize the request appropriately without a separate follow-up to establish basic identity and scope.
Supervisor
A supervisor column captures the name of the requestor's manager or supervisor. Capturing the supervisor within the request record gives the IT team an escalation point for clarifying requirements or confirming authorization, and provides a documented chain of responsibility for each backup request.
Additional comments and instructions
A free-form comments and instructions column gives the requestor the space to provide any specific requirements relevant to the backup — particular directories, files, systems, timing preferences, retention periods, or storage location preferences. Capturing these instructions within the request record ensures the IT team has the detail needed to carry out the backup correctly without a separate briefing conversation.
Date of request and requestor signature
The form captures the date the request was submitted alongside the requestor's e-signature, creating a formally documented and dated backup request without any paper-based process.
What you get
- A formal data backup request capturing requestor name, job title, department, email, phone, and supervisor
- Additional comments and instructions column for specific backup requirements and preferences
- Request date and requestor e-signature creating a formally documented, signed request record
- Every request stored as a complete, auditable record in a standard SharePoint list
- Extendable with automated submission notifications and IT acknowledgment workflows using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Data Backup Request system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All request records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
