ST EDH - Workflow

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ST EDH - Workflow

• J. Purvis / EDH

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Software problem?
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EDH GOALS (1992)

• Fast routing
• Avoid duplicate data entry

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Principles (Ground Rules)

• Minimum Number of Signatures
• Maximum Level of Delegation
• Required signatures MUST be obtained
• Non-blocking signatures
• EDH will search for delegates in case of Absence
  or Timeouts

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CERN DAI
DAI
Financial signature
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Financial Routing
Creator
2K Signs
Section Leader
10K Signs
Over 2000chf?
Group Leader
NMS Signs
Non Member State?
Division Leader
? Signs
Over 10000chf?
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MR GL What is this DAI for 500K?
DL
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ST DAI
DAI
Financial signature
Group Leader signature
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Two routes...
Financial Route
2k
10k
GL
DDL
Role based Route
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Role based Routing
Group Leader
Absent?
Deputy GL
Absent?
DDL
Absent?
DL
DPO
Absent?
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Example DAI for 250chf
DAI Transfer
DAI Transfer
DAI Transfer
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Procedures.
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Solutions

• Summer 1999 Bear with us
• Freeze Current Routing
• Change to New Workflow Tool
• Autumn 1999 Routing responsibility in divisions
• Simplify or Die?

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Solutions

• Software Solutions
• New Graphical Workflow Tool
• Industry Standard Software
• But lets stay realistic! No silver bullet...
• Procedural Solutions
• Simplify or Die?
• EDH will support CERN standard only
• Divisions will support Non-standard Routings

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Just Some of theThings People want us to do

• Support New Team Accounting (FI)
• Migrate Material request to Baan IV (SPL)
• Training Request Modifications (PE-ED)
• Cater for detachments (SL)
• Enhance Industrial Support Accounting for TIDs
  (FI)
• Adapt Leave Request for New Leave Mechanism
  (AS-DB)
• Cater for Virtual Sections (SL)
• Deal with Small Orders (SPL)
• Deal with technical delegations (ST)
• Cater for Centrale Dachats (SPL/PS)
• Allow Enclosures on DAIs (SPL/PS)
• Support routing of PDF documents (AS/OP)
• Provide Workflow to Other applications (AS/DB)
• Extend routing of DAI for SPL(SPL)
• Extend routing of Material Request for FGSOs
  (TIS)
• Support separate routing for Informatics Goods in
  Stores (SPL/LS)
• Get rid of use of Paper Dais (SPL/PS)
• Provide Web interface for DAI, TID, OSVC, Job,
  Shipping Request, Temporary Labour, Overtime
  Document (LHC, EP)
• New Document Allow for creation of Transport
  Requests in EDH (ST)

• Fire Alarm Document (TIS)
• Evaluation of Training Courses Document (PE/ED)
• Return of Materials Document (SPL/LS)
• Creation/Modification of Intersection Code
  Document (AS/FI)
• Routing modifications for LHC (LHC)
• Routing modifications for ST (ST)
• Enhanced feedback of Training Requests (PE/ED)
• Explain Overtime Calculations (OVT)
• Answer Questions on leave Home Leave (Leave)
• Explain Purchasing Procedures (DAI)
• Support Import Export of document data
• Macintosh Support when EDH doesnt work
• PC support. Web Support. Proxy support when
  things dont work
• GUI Guidelines
• Workflow for other applications
• Standards Taskforce
• 4000 support calls a year
• Training

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Web functionality