1. Start| Cloak |
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The process is started by any of the eligible roles. The process form is completed, when finished click Submit. |
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- 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
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2 CC Planner Created? (Decision Step)| Cloak |
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- If the initiator is the CC Planner the next step is Project Manager Review
- If the initiator is not the CC Planner then the next step is CC Planner Completes PD Form
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3. CC Planner Completes PD Form| Cloak |
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- CC Planner reviews the process, completes the required fields and has the option to selects one of the following actions: Submit, Revise or Void.
- If Submit is chosen the next step is Project Manager ReviewIf Revise is chosen the next step is Initiator Review.
- If Void is chosen the next step is Finish. The process is set to a Void status.
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4. Project Manager Review | Cloak |
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- The Project Manager reviews the process , completes the required fields and chooses to Submit or Revisewith the option to approve and Submit or to Revise.
- To approve and submit the project manager must complete the required fields including section 9.1 on the process form by choosing the date.
- If Submit is chosen the next step is Planning Manager and Prog. Manager Review.
- If Revise is chosen the next step is CC Planner Revise
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5 Initiator Review| Cloak |
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- The process Initiator reviews the process, completes the required fields and clicks Reply.
- The next step is CC Planner Completes PD Form
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6. CC Planner Revise | Cloak |
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- The CC Planner reviews the process, completes the required fields, and clicks Resubmit.
- The next step is Project Manager Review.
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7. 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 to Submit or Revise.
- If Submit is chosen the next step is Working Committee Review
- IfRevise is chosen the next step is CC Planner Revise
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Spawn 3.01a Budget Approval Process| Cloak |
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- This step initiates a Budget Approval Process.
- The project manager attaches the budget request spreadsheet requesting the Capital Renewal funding.
- Upon the successful spawning of this Budget Approval Process the next step is Project Manager Review.
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8. 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 to Submit or Put On Hold. Submit
Next Step: Utilities, O&M and SEG Review Put On Hold
Next Step: Finish |
Utilities, O&M and SEG Review- In this step the The working committee reviews the budget request
- When Submit is chosen the next step is Property Office Review
- If Put on Hold is chosen the next step is Finish.
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Property Office Review Step| Cloak |
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- In this step the Property Office reviews the information that has been entered to the process. The Property office then indicates whether or not they agree with the funding type. If the Property Office disagrees with the funding type they should select the have made a change to the funding type on the PD option of the Property Office Review field.
- When Submit is chosen the next step is M(ail) M(erge) Property Office.
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Mail Merge (Automation) Property Office| Cloak |
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- This automation step sends an e-mail to the Property Office showing the information that has been entered into the process.
- When this step completes successfully the next step is R&M, Utilities, FEG, CC Plnng Review.
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R&M, Utilities, FEG, CC Plnng Review| Cloak |
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- In this step the CC Planner, Utilities Director, R
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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- The next step is Create PD Form
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CC Director, Ops, and M&U Directr & VP, CSS Review| Cloak |
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- In this step the information entered is reviewed by by the CC Director,
M&U Director and IBO Director will review the process, add their comments and click Submit.Next Step: CRSP Planning Review- and the VP, CSS Director.
- When the Submit action is taken the next step is Create PD Form.
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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 |
