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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

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Process is Start (Usually by CC Planner)

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Though usually started by

any of

the CC Planner, any of the following may start the process:

  • CC Planning Manager
,
  • eB Admin
,
  • Project Manager
,
  • R&M Manager
, UTLITIES
  • Utilities - Program Manager
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Once required fields are completed the action taken is:

 Submit

They will fill out the required field and Submit.

Following submission:

  1. The status of the Process is Submitted
  2. 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

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CC Planner Completes PD Form

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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

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 Project Manager Review

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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

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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

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CC Planner Revise

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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

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Planning Manager and Prog. Manager Review

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Project Manager and Program Manager review the process and 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: Working Committee 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

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Working Committee Review

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CC Planning Manager will review the process with working committee outside of e-Builder and 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

 

Toggle Cloak
Utilities, O&M and SEG Review

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

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

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CC Director, Ops, and M&U Review

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

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 Planning Review

 

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DoF Planning Manager (Governance)

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CC Planning Manager will review the process, add their comments, prepare the Capital Renewal List for the RCRSP agenda and take the following action:

Submit

  1. Status of Process: Leave Status Unchanged
  2. Causes Field Validation: No
  3. Add Comment: No
  4. Next Step: Spawn Team Assignment

 

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Spawn Team Assignments

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When a Submit action is taken from the DoF Planning Manager step, the process proceeds to this spawned step. In the spawn step the 2.01 - Team Assignment process starts and is moved to the first step of that workflow. The following action is automatically taken after:

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

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Finance Officer Issues IO Number

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Financial Officer reviews the process, adds 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

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Apply Funding

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Financial Analyst reviews the process, applies funding, and takes the following action:

Submit

  1. Status of Process: Approved
  2. Causes Field Validation: Yes
  3. Add Comment: No
  4. Next Step: Finish

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Finish

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This is the terminal step in this process. No instructions are provided.

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