1. Process Start| Cloak |
|---|
- The process is started by the spawn step in CRSP Screening Kickoff or by the eB Admin.
- If initiated by the eB Admin, the eB Admin must complete the Department, Project Description, 100% CRSP Funding and Stage 1 Budget fields.
- If started by the spawn process those fields will be automatically filled out
- Next step: PIT Meeting Required
|
2. PIT Meeting Required? Conditional Step| Cloak |
|---|
- The PIT Meeting Required conditional step determines the path the process will take based on if the data field "PIT Meeting Required" has been marked "Yes" in a previous step. It will automatically take one of the following paths:
- If True (Yes) the next step is PM schedules PIT meeting
- If False (No) the next step is Provost Office Draft MOU
|
3. PIT Meeting Occurs| Cloak |
|---|
- The Project Manager reviews the process and completes the required fields in the form. When finished the Project Manager clicks SUBMIT.
- Next Step: Provost Office Draft MOU
|
4. PM Verifies Team Assignments| Cloak |
|---|
- The Project Manager reviews the process, completes the required fields and clicks SUBMIT.
- Next Step: Provost Office Draft MOU
|
5. Provost Office Draft MOU| Cloak |
|---|
- The Provost Office reviews the process, completes the required fields and clicks SUBMIT to send to the team.
- Next Step: Team Review
|
6. Team Review| Cloak |
|---|
- IS&T Lead, Project Manager, CC Sustainability, CC Planning Manager, EHS Project Liaison, CR Admin and OCP Planner review the process and then Submit. All actors must complete their tasks and SUBMIT.
- If a team member has not been assigned the process will continue without input from that person.
- Next Step: Provost Office Reviews MOU Comments
|
7. Provost Office Review MOU Comments| Cloak |
|---|
- The Provost Office reviews the process, fills out the required fields and clicks SUBMIT.
- Next Step: Program Manager MOU Review
|
8. Program Manager MOU Review| Cloak |
|---|
- The Program Manager reviews the process and has the option of either submitting or asking for revisions.
- If the program manager clicks Submit the next step is PM Final MOU Review
- If the program manager clicks Revise the next Step: is Provost Office Reviews MOU Comments
|
9. Project Manager Final MOU Review| Cloak |
|---|
- The Project Manager reviews the process and has the option to submit or to request revisions.
- If the Project Manager chooses Submit then the next step is DRAFT MOU.
- If the Project Manager chooses Revise then the next step is Provost Office Reviews MOU Comments
|
10. Draft MOU (Mail Merge Automation Step)| Cloak |
|---|
- System performs Draft MOU Mail Merge
- Next Step: Provost Distributes to DLC for Review
|
11. Provost Distributes to DLC for Review| Cloak |
|---|
- The Provost Office reviews the process, fills out the required fields and clicks SUBMIT.
- Next Step: PM Enters Benchmark and 51 Estimate
|
12. Project Manager EBenchmark and S1 Estimate| Cloak |
|---|
- The Project Manager reviews the process, fills out the benchmark and Stage 1 data, prints the Stage 1 mail merge and attaches and clicks SUBMIT.
- Next Step: Program Manager Review
|
13. Program Manager Review| Cloak |
|---|
- The Program Manager reviews the process and had the option to submit or revise.
- If the program manager clicks Submit the next step is MOU /Stage 1 MM
- If the program manager clicks Revise the next step is PM Enters Benchmark and 51 Estimate
|
14. MOU Stage 1 Mail Merge| Cloak |
|---|
- The MOU Stage 1 MM step is a mail merge automation step that completes the below items and automatically takes the following action:
- Next Step: Provost Distributes to DLC for Review
|
15. CC Dir and Dir of Projects Review| Cloak |
|---|
- The CRSP Admin reviews the process, adds comments, and has the option to either Submit or Revise.
- If Submit is chosen the Next Step is Provost Office Reviews.
- If Revise is chosen the next step is PM Revises Benchmark or S1 Estimate
|
16. PM Revises Benchmark or S1 Estimate| Cloak |
|---|
- The Project Manager reviews the process, fills out the required fields and sends to the Program Manager.
- Next Step: Program Manager Review
|
17. Provost Office Review| Cloak |
|---|
- The Provost Office reviews the process, fills out the required fields, and has the option to Submit or to Revise.
- If Submit is chosen the next step is Start 03.01 Milestone Project Estimate
- If Revise is chosen the next step is PM Revises Benchmark or S1 Estimate
|
18. Start Milestone Project Estimate (Spawn Step)| Cloak |
|---|
- The Start Milestone Project Estimate spawn step creates a process instance for 03.01 Milestone Project Estimate process.
- Next Step: Finish
|
19. Finish |
