IPTD-416
SimpliGov - Spending Plan Approvals
Description
Build a SimpliGov Workflow that can replace current manual tracking while streamlining and expediting the approval process.
Problem Statement
Spending plan approval currently happens with email and requires manual tracking of status and routing. Multiple levels of approval using email encounter lots of delays and uncertainty
Project Justification
Spending plans are an essential process to the functioning of the department where current opportunities for delay, wasted time or uncertainty are sub-optimal.
Estimated Transactions
90-120 plans per year, each with 5 to 6 approval/signature levels
Target Rollout Date
None
Target Rollout Date Reason
None
Activity
Show:
- Carol was on vacation before and been busy with other projects.
- Workflow is updated a few times for different reasons.
- Current update is for different "B&FO Unit Approvers" to approve their respective sections instead of using Collaboration which confused some of the users that use "Submit" button instead of "Update Form Values" button.
- Planning to do the same with "Pre-Encumbrance" section.
- Once that is done and accepted by Programs, I will finalize all the look and feel of the Notification emails.
Programs decide to hold off the scheduled meeting on Sept 5th and will get back to me on this. see attached email
Meeting today for requirements gathering and understanding the process. Recording was started a little late, but captures most of the process description. Previously shared key form documents are attached. recording at: https://sonj-my.sharepoint.com/:v:/g/personal/knute_jensen_dep_nj_gov/EcDMgx-veedApOH22bYw1noBg1-0TgV92X0BTEbCIddGsQ?referrer=Teams.TEAMS-ELECTRON&referrerScenario=MeetingChicletGetLink.view.view