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| | Workflow Task | Actors |
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| Who can start this process? | CC Planner, CC Planning Manager, eB Admin, Project Manager, R&M Manager, UTLITIES-Program Manager | | Who can view drafts of this process? | CC Planner, CC Planning Manager, Project Manager | | Who can view all process instances? | CC Planning Manager, CRSP Admin, eB Admin, Program Manager | | Who can report on this process? | All Users | | Who is notified as the process moves between steps? | All Users | | Who can view/add private comments to this process? | No Users |
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| Click > to reveal additional content. Start (Usually by CC Planner) | Cloak |
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Though usually started by the CC Planner, any of the following may start the process: - CC Planning Manager
- eB Admin
- Project Manager
- R&M Manager
- Utilities - Program Manager
Once required fields are completed the form is submitted. If the process was initiated by CC Planner, the next step is Project Manager Review. If not initiated by CC Planner, the next step is CC Planner Completes PD Form |
CC Planner Completes PD Form| Cloak |
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CC Planner reviews the process, complete the required fields and chooses one of these actions: Submit
Next Step: Project Manager Review
Revise
Next Step: Initiator Review
Void
Next Step: Finish
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Project Manager Review | Cloak |
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Project Manager reviews the process, completes the required fields and chooses one of the these actions: - Submit
Next Step: Planning Manager and Prog. Manager Review
- Revise
Next Step: CC Planner Revise
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Initiator Review | Cloak |
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Process Initiator reviews the process, completes the required fields and clicks Reply.
Next Step: CC Planner Completes PD Form |
CC Planner Revise | Cloak |
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CC Planner reviews the process, completes the required fields, and clicks Resubmit.
Next Step: Project Manager Review |
Planning Manager and Prog. Manager Review | Cloak |
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Project Manager and Program Manager review the process, complete the required fields and choose one of these actions: - Submit
Next Step: Working Committee Review
- Revise
Next Step: CC Planner Revise
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Working Committee Review| Cloak |
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CC Planning Manager reviews the process with the working committee outside of e-Builder, completes the required fields and chooses one of these actions: - Submit
Next Step: Utilities, O&M and SEG Review - Put On Hold
Next Step: Finish
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Utilities, O&M and SEG Review| Cloak |
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Utilities Director, O&M Director, and SEG Assignor will review the process, add their comments and click Submit. Next Step: CC Director, Ops, and M&U Review |
CC Director, Ops, and M&U Review| Cloak |
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CC Director, M&U Director and IBO Director will review the process, add their comments and click Submit. Next Step: CRSP Planning Review |
DoF Planning Manager (Governance)| Cloak |
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CC Planning Manager reviews the process, adds comments, prepares the Capital Renewal List for the RCRSP agenda and clicks Submit: Next Step: Spawn Team Assignment |
Spawn Team Assignments| Cloak |
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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: Next Step: Finance Office Issues IO Number |
Finance Officer Issues IO Number| Cloak |
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Financial Officer reviews the process, adds the Cost Object Number, and clicks Submit. Next Step: Apply Funding |
Apply Funding| Cloak |
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Financial Analyst reviews the process, applies funding, and clicks Submit: Next Step: Finish |
Finish| Cloak |
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The process is complete. |
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| id | instPD |
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| label | e-Builder Instructions |
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| To start/access the process: - Log into e-Builder and open the project.
- Select Processes from the Project Menu on the left side of the page.
- Click the Start Process button in the upper right portion of the page.
- Click the 02.02 - Project Definition Form Creation (PD) process link.
- Complete the form.
- If you are finished with the form, and wish to Submit it to the workflow step or Actor, click the Submit button.
- If you are not finished with the form, and wish to save a partially completed form, the Save Draft button.
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| Use the Spell Checking feature to check your spelling in text boxes. You may also Print the form if you would like a hard copy for reference. |
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