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| Workstream: Project Approval Framework | |||||||
|---|---|---|---|---|---|---|---|
Item # |
Activity |
Assignee | Target/Actual Start Date | Target/Actual End Date |
Notes | ||
| 1 | Review current OIT project approval processes bei9ng used by larger groups | Eric P | 9-19-2014 | OIT SDLC is primary process Most OIT Teams support business units get local business unit management approval, but it's less formal in many cases | |||
| 2 | Design approval process and framework that can apply across all OIT Groups | Eric T (All) | 1-26-2015 | ||||
| 3 | Discuss Service Now implementations with other UC campuses re: PM processes | Eric P | 11-14-2015 | No other UC campuses are using SN for PM to any significant degree | |||
| 4 | Train PMC members learn ServiceNow PM and workflow basics | All | 1-26-2015 | Demonstrated at various PMC meetings | |||
| 5 | Define the OIT Project Approval Process workflow in ServiceNow | Eric P | 11-15-2015 | 5-15-2015? | 5-15-2015: Eric P finished config of latest version for pilot testing in production | ||
| 6 | Exercise the process and ServiceNow workflow with a small project | Eric P and Eric T | 5-15-2015 | 4-20 thru 5-12 Eric P and Eric T continued testing/exercises in dev and production connecting UCI PM info to SN Proposal record and recording approvals as reflected in the record's action log. 4-12-2015 Eric P and Eric T did an initial exercise, but found the SN Approval record doesn't work as desired for ongoing approvals, tracking and reporting. Switching to storing data with the SN Project record. | |||
| 7 | Refine the SN Workflow | Eric P | Eric P3-4-2015 | 5-15-2015 | 5-15-2015 Eric P/T testing in production 3-4-205 Eric P's switching from tying OIT Project Proposal template data elements from SN Approval records to the SN Project records - also revising the Project Intake form accordingly | ||
| 9 | Final test of workflow with example projects and a couple real projects | Eric T | 5-15-2015 | 5-15-2015 Eric T entered test projects in project and will ad real projects next | |||
| 10 | All PMC members submit select real projects (currently in progress) through the submission and review process to retroactively record approvals and see how data looks in SN | Eric T (All) | 3-4-2015 Waiting for new SN Proposal attributes and revised workflow | ||||
| 11 | Consider adding all active OIT projects into SN so it represents a fairly complete picture of activity | Eric T (others) | |||||
| 12 | Develop and execute a communications plan for OIT groups to begin using the process and ServiceNow workflow | ||||||
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