Result or Product of this Process
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The CRSP Screening Kickoff |
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CRSPS) process routes a CRSP project through an approval system. This process has been modified to allow for early Project Manager assignment. The process spawns the Team Assignments and MOU creation processes. |
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| - The primary actors are the CRSP admin, the CRSP Admin Assistant or the e-Builder Admin.
- Other Actors include the Provost (Provost Office), OCP Assignor, Project Manager, Planner, eB (e-Builder) Admin
- This process spawns
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CRSP Screening Kickoff
The process is completed by the
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Training
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name | CRSP Screening Kickoff.pptx |
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| Start Cloak |
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- This process can be started by the CRSP Admin, CRSP Admin Assistant or the e-B Admin.
- The initiator fills out the required fields then clicks Submit. Drafts of the process are visible to CRSP Admin and the CRSP Admin Assistant.
- The next step is CRSP Assistant Update Details
| CRSP Assistant Update Details Cloak |
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- The CRSP Admin Assistant reviews the process, completes the required fields and clicks Submit.
- The next step is CRSP Screening Review
| CRSP Screening Review Cloak |
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CRSP Admin or CRSP Admin Assistant reviews the process, completes the required fields and takes one of the following actions: - If the Revise action is taken theNext Step is CRSO Assistant Update Details.
- If the Denied action is taken the Next Step is Finish.
- If the Proceed to Provost action is taken the Next Step is Provost Office Review
- If the Team Assignment action is taken the next step is Assign a Project Manager.
- When Team Assignment is selected the process is sent for action by the e-B admin. A submit from the eB admin spawns the Team Assignments process.
- If the Planner Only action is taken the next step is OCP Assignor.
- If the Put On - Hold action is taken the next step is Hold Step.
- If the Misc Projects action is taken the next step is eB Admin.
- If the Prgm/Manager Change action is taken the next step is eBAdmin.
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- A process remains in this step until taken off hold At that point, the Hold for eB Admin User reviews the process and takes one of the following actions:
- If the Void action is taken the next Step is Finish Step.
- If the Return to Screening action is taken the next Step is CRSP Screening Review.
| Provost Office Review Cloak |
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- The actor selected from the CRSP Screening Review step reviews the process, adds comments, and takes one of the following actions:
- If the Revise to CRSP Screening action is taken the next step is CRSP Screening Review.
| OCP Assignor Cloak |
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- The OCP Assignor reviews the process, fills out the required field and takes one of the following actions:
- If the Update Project action is taken the next step is eB Admin.
- If the Ask CRSP Admin action is taken the next step is CRSP Screening Review.
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- The eB Admin reviews the process, adds the Project Manager to the project, updates the required fields and takes the following action:
- If the Submit action is taken the next step is Team Assignments.
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- The eB Admin reviews the process, creates the project, updates the required fields and takes one of the following actions:
- If the Submit to MOU action is taken the next step is MOU Required?
- If the Submit to Finish action is taken the next step is Finish.
| MOU Required? Cloak |
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- The MOU Required conditional step determines the path the process takes based on the value found in the MOU Required field as marked in a previous step. One of the following paths is taken:
- If the conditional evaluates to True (Yes) the next step is PM Verifies Team Assignment.
- If the conditional evaluates to False (No) the next step is Finish.
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- The eB Admin reviews the process and makes the indicated change to the Program Manager. They then take the following action:
- When the Submit action is taken, the next step is Assign a Project Manager.
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- The Project Manager verifies that the Team Assignments have been completed, confirms in the process, and takes the following action:
- When the Submit action is taken the next step is MOU and Stage 1 Budget (Spawn).
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- When the Submit action is taken from the PM Verifies Team Assignment step, the process proceeds to this spawn step which starts the 02.02 - MOU and Stage 1 Budget - CRSP (non-cost) process.
- When the Submit action is taken the next step is Finish.
| M.O.U & Stage 1 Budget Cloak |
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- When the automation step completes a 02.05 - MOU - CRSP (Non-Cost) (MUS1) process is spawned and the next step is Finish.
| Finish |
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