This process is started by a professional services vendor for whom separate training will be provided. The information here is for the benefit of internal users who need to work with this process.
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Process Map
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Step Descriptions
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1. Start
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The process is started by the Architect Lead who completes the required fields and takes the Submit action.
The next step is PSA Mail Merge.
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2. PSA Mail Merge (System Step)
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The e-Builder system creates a mail merge document using the PSA template and ads it to ...
The next step is Vendor Signs
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3. Vendor Signs
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The vendor reviews the generated mail merge document and has the option to take action to Submit or Revise
If Submit is chosen the next step is Project Manager Review
If Revise is chosen the next step is Initiator Revise
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4. Project Manager Reviewtoggle-cloak
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The
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Project Manager reviews the process, adds comments if necessary and takes one of the following actions, Submit, Revise or Void
If Submit is chosen the next step is Financial Analyst Adjusts Funding
If Revise is chosen the next step is Initiator Revise