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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

 

h1. Start {

Card
labelActors and Actions
Wiki markup without migration
Toggle Cloak

:id=Start} {cloak:id=My Cloak|visible=true} Started by the CC Planner, CC Planning Manager, eB Admin, Project Manager, R&M Manager, UTLITIES-Program Manager. They will fill out the required field and take the following action: Submit Status of Process: Submitted Causes Field Validation: Yes If initiated by CC Planner, process routes to Project Manager Review If not initiated by CC Planner, process routes to CC Planner Completes PD Form . {cloak}

 

Started by the CC Planner, CC Planning Manager, eB Admin, Project Manager, R&M Manager, UTLITIES-Program Manager.  They will fill out the required field and take the following action:

Submit

  • Status of Process: Submitted

  • Causes Field Validation:  Yes

    • Start by the CC Planner, CC Planning Manager, eB Admin, Project Manager, R&M Manager, UTLITIES-Program Manager

    Cloak

    They will fill out the required field and Submit.

    Following submission:

    The status of the Process is Submitted
    Field Validation takes place.

    If the process was initiated by CC Planner, the

    If initiated by CC Planner,

    process routes to Project Manager Review

    . If not initiated by CC Planner, process routes to CC Planner Completes PD Form

    Toggle Cloak
    CC Planner Completes PD Form

    Cloak

    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

    Toggle Cloak

    Project

     Project Manager Review

    Cloak

    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

    Cloak

    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

    Toggle Cloak
    CC Planner Revise

    Cloak

    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

    Toggle Cloak
    Planning Manager and Prog. Manager Review


                                                                                        1. 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

                                                                          1. Working Committee Review
                                                                            1. CC Planning Manager will review the process with working committee outside of e-Builder 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

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

                                                            1. 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

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

                                                1. 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 Screening Review

                                      1. DoF Planning Manager (Governance)
                                        1. CC Planning Manager will review the process, add their comments, prepare the Capital Renewal List for the RCRSP agenda, and take the following action:

                                    1. Submit

                                      1. Status of Process:  Leave Status Unchanged

                                      2. Causes Field Validation:  No

                                      3. Add Comment: No

                                      4. Next Step:  Spawn Team Assignment

                          1. Spawn Team Assignments
                            1. When the Submit action is taken from the DoF Planning Manager step, the process will proceed to this spawn step.  In the spawn step the 02.01 – Team Assignment process will be started and moved to the first step of that workflow.  The following action will be automatically be taken after:

                        1. 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

              1. Finance Officer Issues IO Number
                1. Financial Officer will review the process, add the Cost Object Number, and take the following action:

              2. Submit

                1. Status of Process:  Leave Status Unchanged

                2. Causes Field Validation:  Yes

                3. Add Comment: No

                4. Next Step:  Apply Funding

      1. Apply Funding
        1. Financial Analyst will review the process, apply funding, and take the following action:

        1. Submit

          1. Status of Process:  Approved

          2. Causes Field Validation:  Yes

          3. Add Comment: No

          4. Next Step:  Finish

    1. Finish

     

    ...