1. InitiationStart| Cloak |
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- The process initiator enters new User or Contact information into the process. The
process is started and new user information is added.- initiator of the process has the opportunity to enter information into the fields: Create an e-Builder User Account with Project Access?, Is New User an MIT Employee or Intern?, Will submit timesheets?, New Vendor Role, Add Project # (s) to Assign to the the New User(s), and New User's Company. The initiator should fill in information into the fields of the Add New Item for Section 1 - Add New User(s) data grid: Is New User an MIT Emp/Intern or a Vendor User?, Role, New User First Name, New User Last Name, New User Phone Number, New User Email Address, Requestor Name, New User MIT Department, New User Supervisor, Timesheet Required?, Normal Hours per Work Week, CATS Personnel #, CATS Billing Code, User Start Date, User Finish Date, Employee/Intern Rate, and Cost Object for Time Charges.
- Upon submission the next step is the New Contact ONLY? conditional.
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New Contact ONLY?| Cloak |
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- This conditional looks at the Signage Process Req? field. Yes will evaluate to True and No to False.
- If True the next step is MIT Employee/Intern?.
- If False the next step is e-Builder Admin creates New Contact ONLY.
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e-Builder Admin creates New Contact ONLY| Cloak |
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- In this step the e-B Admins will create only a Contact account for the indicated Vendor(s).
- If Submit is chosen the next step is Finish.
- If Initiator Revise is chosen the next step will be Initiator Revise New Contact ONLY Request.
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Initiator Revise New Contact ONLY Request| Cloak |
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- In this step the e-B Admins have an opportunity to update the Vendor(s) information that has been entered for the purposes of creating a Contact account. They can also indicate that a User account is necessary.
- If Submit is chosen the next step is e-Builder Admin creates New Contact ONLY.
- If Resubmit is chosen the next step is New Contact ONLY?
- If Void is chosen the next step is Finish. The process' status is set to Void.
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MIT Employee/Intern? 2. MIT Employee (Decisional Step)| Cloak |
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- The path for the new user request is determined to be for an MIT employee or intern or for a vendor.
- If True (for an MIT employee or intern) the next step is Timesheet Required.
- If False (for a vendor) the next step is eB Admin Verifies.
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eB Admin Verifies| Cloak |
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- eB Admin verifies information and for non-MIT users requests user name for MIT Network from IST
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Training Invite| Cloak |
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- In this step an eB admin sends documents about using the system and an invitation to attend training.
- The Submit option sends the process to the Training Invitation Sent step so that training invitations can be monitored and follow up upon.
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Training Invitation Sent| Cloak |
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- The process is held in this step until vendor training is conducted (or determined to be unnecessary).
- After 100 days in this step and no training request has been received an e-B Admin should move the process to the Finish step.
- When the Submit action is taken the next step is New User MM Finish.
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Timesheet Required? | Cloak |
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- This conditional determines if a timesheet is required and if so routes the process to the Accounting Manager step.
- If a timesheet is required the conditional evaluates to True and the next step is Accounting Manager.
- If a timesheet is not required the conditional evaluates to False and the next step is e-Builder Admin Info.
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Accounting Manager3. Accounting Manager Adds Information | Cloak |
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- The accounting manager either adds or verifies the following information:
- Normal Hours per Workweek
- Employee Start Date
- Employees Rate
- Cost Object for Time Charges
- The Accounting Manager takes the action: Submit.
- The next step is Financial Officer.
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4. Vendor ManagerContract Admin Contract Exec Confirm | Cloak |
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- The vendor manager determines if the Vendor exists in SAP and adds the SAP Vendor number.
- The vendor manager optionally adds comments.
- The vendor manager takes on of the following actions, Reviewed or Needs Revision.
- If Reviewed is chosen the next step is e-Builder Admin Info.
- If Needs Revision is chosen the next step is Requestor RevisionContract Admin confirms Vendor and ensures contract in place.
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5. Needs RevisionInitiator Revises | Cloak |
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- The initiator revises the request after reading the attached comments from the Vendor Manager.
- The initiator takes the Resubmit action or can choose the Void action which sends the process to the Finish step and ends the process.
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6. Financial Officer Adds CATS #| Cloak |
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- The financial officer adds the CATS Personnel # then takes the action: Submit.
- The next step is e-Builder Admin Info.
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7. e-Builder Admin Info | Cloak |
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- The e-Builder admin completes the process by adding the date completed.
- The e-Builder takes the action: Completed.
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