Sop Job Request Template - PDF

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Sop Job Request Template - PDF Powered By Docstoc
					                                                               OnBase Task Request Form
                                                         Request for Task to be Completed
OnBase Department?                   Finance                HR           Student
OnBase Application?                Keywords:          Document:         Queries:            Users      Workflow            Other     RO AutoFill COLD
                                                                                                                          Specify Process
Group affecting?                          AD:               FA:              RO:
Modification of an existing        Yes:         No:     If yes, please provide the name:   RO AutoFill COLD Process
process? (Required):
What to do (Required):            The RO autofill needs to capture students students who have no BANNER registration but do have Academic
                                  History in Banner as well as employee UAIDs.

Related information (required) All RO document types.
Keywords, scan queues,
document type, workflow details
(if applicable), usergroups, etc.
Reason for doing it (Required): The existing RO autofill cold process is set up to only capture the UAIDs of students who have SFASTCA detail. That limitation
                                does not take into account that we have students who have matriculated before we went to Banner and those same students
                                may not be currently registered, but are sending us Change Forms for addresses, etc., that we process and need to scan/index
                                and store in this system. Additionally, the Registrar area is responsible for changing addresses for the MA/PR/SU address types
                                in Banner, so if an employee needs this type of address changed, we are receiving these Change Forms to process. Having this
                                cold process capture UAIDs also from academic history and employees will ensure we can complete the entire process
                                necessary for scanning/indexing and storing these documents correctly.

Business impact if this request   Because the RO autofill does not capture enough UAIDs, these documents CANNOT be search within OnBase based
is not performed (Required):      on name information. These documents also sit in the error queue because the system does not populate the
                                  indexing fields of name, etc. We should not be marking them as NOB as that is erroneous.

Suggested priority (1=LOW, 4                                            Suggested Completion Date 2/3/07
2=MEDIUM, 3=HIGH, 4=NOW)                                                (Optional):
(Required):

Contact Information (Required):
Requested By:                         Patty Itchoak                        Request Date:                       1/17/07
Campus:                               UAA                                  Department:                         Enrollment Services
Telephone:                            907-786-1843                         E-mail:                             anpki@uaa.alaska.edu

 Scheduling Process


04_TR_OnBase_RO Cold Process.doc                                                   1                                                      7/17/2009 10:43 AM
                                                           OnBase Task Request Form
Automatically run job? Required            Yes                                   No                                If yes, requested schedule: no change
                                                                                                                   in existing running process

Please complete this form with your word processor. Attach it and any drawings, forms, or supplemental materials to an e-mail, which should be sent
to the appropriate application area mailing list:

OnBase Student user committee: sdsit@email.alaska.edu, subject line must be “OnBase Task Request.” (for workflow, autofill, E-Forms, COLD Process)
OnBase Student user FA : sdfait@email.alaska.edu, subject line must be “OnBase Task Request.”
OnBase Student user committee: Alicia.wyse@alaska.edu, subject line must be “OnBase Task Request.” (for doc types, usergroups, Keywords, etc.)




04_TR_OnBase_RO Cold Process.doc                                             2                                                         7/17/2009 10:43 AM
                                                             OnBase Task Request Form

                                   Completed By the Authorized Functional Chairperson

    Scheduling Process
Automatically run job?           Yes        No     If yes, requested schedule:
Required


Reviewed Date:                                                      Forwarded Date:
Approver’s Name:
User defined identifier for
tracking purposes (Optional):
Suggested Banner object name
(Optional):
Tentative priority (1=LOW,                                          Requested Completion Date
2=MEDIUM, 3=HIGH, 4=NOW)                                            (Optional):
(Required):
Request Status (Required):      Accepted:        Rejected:          Fast Track Requested:1
Rejection Reason:

Please complete this form with your word processor. Attach it and any drawings, forms, or supplemental materials to an e-mail, which should be sent
to the appropriate application area mailing list:

OnBase Student user committee: sdsit@email.alaska.edu, subject line must be “OnBase Task Request.” (for workflow, autofill, E-Forms, COLD Process)
OnBase Student user FA : sdfait@email.alaska.edu, subject line must be “OnBase Task Request.”
OnBase Student user committee: Alicia.wyse@alaska.edu, subject line must be “OnBase Task Request.” (for doc types, usergroups, autofill, etc.)




1   Fast Track Requirements: a) Existing object
                             b) Minor, isolated changes
                             c) Less than 16 hours expected effort
                             d) Requested by authorized functional user
04_TR_OnBase_RO Cold Process.doc                                             3                                                         7/17/2009 10:43 AM
                                                          OnBase Task Request Form


                                                      Time Estimate to be Completed

Reviewed Date:                                                     Forwarded Date:
Reviewer’s Name:
Internal Object Name
(Optional):
Restated Purposed (Required):
Estimated duration (Person                                         Estimated Prep Date:
hours) (Required):
Request Status (Required):      Accepted:          Rejected:       Task Number:
Rejection Reason:

Please notify the appropriate chairperson after you have received the INITIAL version of this Task Request Form.



                                                            Request Completed By

Acceptance Date:                                                   User Notification Sent of Acceptance:     Yes:      No:
Reviewer’s Name:
Comments (Optional):

Software Engineering will notify the chairperson that it has accepted this request and has placed it into our queue.




04_TR_OnBase_RO Cold Process.doc                                            4                                                7/17/2009 10:43 AM

				
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