Attendees
START Team: Wendy Battles, Christine Costantino, Kesha Patel, Liz Burnell
BOLT / OG: Brent Dickman, Jack Beecher, Holly Piscatelli, Carol MacLeman, Sandy Stein, Rodney Brunson, Ken Hoyt, Susan Wells
Notes
Financial Approval Workflow
- 3 days for Ops Manager, then 3 more day for Lead Admin seems fine.
- Jack and Sandy even suggested only 2 days each.
- When the Ops Manager is submitting a request, there is no need to notify the LA.
Questions to be answered
- How does SN work in terms of time, e.g. how is 3 business days calculated? If a request is submitted at 5:01pm on Friday, when does the 3-day window end?
- What is the approx. time lag from point of request submission to notification email being sent out? It was noted that some systems take up to a few hours.
- Can a request submission be automatically resubmitted after the 6 day cancellation period? It's a bit unfair to ask requesters to resubmit a request when the Ops Managers and LAs fail to take action.
- Can Ops Managers and LAs edit requests - e.g. PTAEOs?
- Can a request be flagged as "Urgent" or high priority? For those situations where the traditional SLA is too long.
- Can notifications be customized to include the type of request either in subject or body of the email?
- Can approvals be made via mobile device?
Christine's random thought: Can we show or auto-calculate the total potential time for a particular request either in the form or after submission?
Action items
START team:
- To get questions answered (Christine)
- To send BOLT/OG members (Wendy)
- answers to the questions (Christine)
- the list of requests for the START replacement catalog items (Kesha)
- a Thank You note (Wendy)
BOLT/OG:
- To discuss the idea of financial threshold - $ amount or no $ amount
- To recommend Ops Managers, LAs and/or assistants to help us in providing feedback re: look and feel, workflow, etc.