Versions Compared

Old Version 41

changes.mady.by.user Unknown User (robertbr@mit.edu)

Saved on

compared with

New Version 42

changes.mady.by.user Unknown User (robertbr@mit.edu)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Deck of Cards
idPD
Card
labelSummary
  • The primary actor is the CC Planner who has responsibility for completing this process.
  • The planner may work collaboratively  with the Project Manager, SEG, Assessor or others while facilitating the addition of the PD form into e-Builder.
  • This process spawns the 02.01 Team Assignment (TA) process.
Card
labelProcess Map

 

Card
labelActors and Actions

Toggle Cloak
Start by the CC Planner, CC Planning Manager, eB Admin, Project Manager, R&M Manager, UTLITIES-Program Manager

Cloak

They will fill out the required field and Submit.

Following submission:

The status of the Process is Submitted
Field Validation takes place.

If the process was initiated by CC Planner, the process routes to Project Manager Review. If not initiated by CC Planner, process routes to CC Planner Completes PD Form

Toggle Cloak
CC Planner Completes PD Form

Cloak

CC Planner reviews the process and complete the required fields.

One of the following actions will be taken:

  1. Submit

    1. Status of Process:  Leave Status Unchanged

    2. Causes Field Validation: Yes

    3. Next Step:  Project Manager Review

  2. Revise

    1. Status of Process:  Leave Status Unchanged

    2. Causes Field Validation: Yes

    3. Add Comments:  Yes, Required

    4. Next Step: Initiator Review

  3. Void

    1. Status of Process:  Void

    2. Causes Field Validation: No

    3. Add Comments:  Yes, Required

    4. Next Step:  Finish

Toggle Cloak
 Project Manager Review

Cloak

Project Manager reviews the process and completes the required fields.  They will take  one of the following actions:

  1. Submit

    1. Status of Process:  Leave Status Unchanged

    2. Causes Field Validation: Yes

    3. Next Step:  Planning Manager and Prog. Manager Review

  2. Revise

    1. Status of Process:  Leave Status Unchanged

    2. Causes Field Validation: Yes

    3. Add Comments:  Yes, Required

    4. Next Step: CC Planner Revise

       

Toggle Cloak
Initiator Review

Cloak

Process Initiator reviews the process and completes the required fields.  They will take  the following action:

Reply

  1. Status of Process:  Leave Status Unchanged

  2. Causes Field Validation: Yes

  3. Next Step:  CC Planner Completes PD Form

Toggle Cloak
CC Planner Revise

Cloak

CC Planner reviews the process and completes the required fields.  They will take  the following action:

Resubmit

  1. Status of Process:  Leave Status Unchanged

  2. Causes Field Validation: Yes

  3. Next Step:  Project Manager Review

Toggle Cloak
Planning Manager and Prog. Manager Review

Project Manager and Program Manager review the process and complete the required fields.  They will take  one of the following actions:
Cloak
  1. Submit
    1. Status of Process:
 
    1. Leave
Status Unchanged
    1. status unchanged
    2. Causes Field Validation: Yes
    3. Number of Actors Required to Complete: All
    4. Next Step:
 
    1. Working Committee Review
  2. Revise
    1. Status of Process:
 
    1. Leave Status Unchanged
    2. Causes Field Validation: Yes
    3. Add Comments:
 
    1. Yes, Required
    2. Next Step: CC Planner Revise
  1. Working Committee Review
    1. CC Planning Manager will review the process with working committee outside of e-Builder then complete the required fields.  They will take  one of the following actions:

      1. Submit

        1. Status of Process:  Leave Status Unchanged

        2. Causes Field Validation: Yes

        3. Number of Actors Required to Complete: All

        4. Next Step:  Utilities , O&M, and SEG Review

      2. Put on Hold

        1. Status of Process:  On Hold

        2. Causes Field Validation: Yes

        3. Add Comments:  No

        4. Next Step: Finish

  1. Utilities , O&M, and SEG Review
    1. Utilities Director, O&M Director, and SEG Assignor will review the process, add their comments and take the following action:

      1. Submit

        1. Status of Process:  Leave Status Unchanged

        2. Causes Field Validation:  No

        3. Add Comment: No

        4. Number of Actors Required to Complete: All

        5. Next Step:  CC Director, Ops, and M&U Review

  1. CC Director, Ops, and M&U Review
    1. CC Director, M&U Director, and IBO Director will review the process, add their comments and take the following action:

      1. Submit

        1. Status of Process:  Leave Status Unchanged

        2. Causes Field Validation:  No

        3. Add Comment: No

        4. Number of Actors Required to Complete: All

        5. Next Step:  CRSP Screening Review

  1. DoF Planning Manager (Governance)
    1. CC Planning Manager will review the process, add their comments, prepare the Capital Renewal List for the RCRSP agenda, and take the following action:

      1. Submit

        1. Status of Process:  Leave Status Unchanged

        2. Causes Field Validation:  No

        3. Add Comment: No

        4. Next Step:  Spawn Team Assignment

  1. Spawn Team Assignments
    1. When the Submit action is taken from the DoF Planning Manager step, the process will proceed to this spawn step.  In the spawn step the 02.01 – Team Assignment process will be started and moved to the first step of that workflow.  The following action will be automatically be taken after:

      1. Spawn Complete

        1. Spawn Process:  02.01 – Team Assignment

        2. Spawn Process Initiator: Automatically Spawned

        3. Attach Process:  Yes

        4. Copy Attached Files:  Yes

        5. Next Step:  Finance Office Issues IO Number

  • Finance Officer Issues IO Number
    1. Financial Officer will review the process, add the Cost Object Number, and take the following action:

  • Submit

    1. Status of Process:  Leave Status Unchanged

    2. Causes Field Validation:  Yes

    3. Add Comment: No

    4. Next Step:  Apply Funding

  • Apply Funding
    1. Financial Analyst will review the process, apply funding, and take the following action:

    1. Submit

      1. Status of Process:  Approved

      2. Causes Field Validation:  Yes

      3. Add Comment: No

      4. Next Step:  Finish

  • Finish
    •  

    e-Builder Instructions

    e-Builder Steps

    ...