Comment:
Migration of unmigrated content due to installation of a new plugin
Result or Product of this Process
...
Sectionroundrect
bgcolor
#e6f2ff
Column
Details
Item
Description
Purpose
The CRSP Screening Kickoff (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.
Deck of Cards
id
CRSPSC
Card
label
Summary
The primary actors are the CRSP admin, the
Initiated By
CRSP Admin,
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 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
Toggle Cloak
CRSP Assistant Update Details
Cloak
The CRSP Admin Assistant reviews the process, completes the required fields and clicks Submit.
The next step is CRSP Screening Review
Toggle Cloak
CRSP Screening Review
Cloak
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 isHold 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.
Toggle Cloak
Hold Step
Cloak
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.
Toggle Cloak
Provost Office Review
Cloak
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.
Toggle Cloak
OCP Assignor
Cloak
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.
Toggle Cloak
eB Admin
Cloak
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.
Toggle Cloak
eB Admin
Cloak
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.
Toggle Cloak
MOU Required?
Cloak
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.
Toggle Cloak
eBAdmin
Cloak
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.
Toggle Cloak
PM Verifies Team Assignment
Cloak
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).
Toggle Cloak
Team Assignments (Spawn)
Cloak
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.
Toggle Cloak
M.O.U & Stage 1 Budget
Cloak
When the automation step completes a02.05 - MOU - CRSP (Non-Cost) (MUS1)process is spawned and the next step is Finish.