ORA Time & Effort Certification Workflow -- Importing to OnBase

100%

Status

Completed [Completed]

100% complete, updated on Fri 10/29/21 7:36 AM by Vanessa Rael

Changed Status from In Process to Completed.
Changed Percent Complete from 98% to 100%.
A Lessons Learned & Project Closure session took place on 10/25/21 and the project has closed successfully. Project closed 10/29/21.

Details

Dates
Thu 4/22/21 - Fri 10/29/21
Acct/Dept
Research Administration
Service
Project & Portfolio Management / Project Request
Type
IT-General / Workflow (Re-engineering, streamlining)
Health
Green - On track
Portfolio(s)
Classification
Transform
Created
Thu 4/22/21 7:52 AM
Modified
Fri 10/29/21 7:36 AM
Closed
Fri 10/29/21 7:36 AM

New Project Request

How can we help you?
Please provide details regarding your request? Do you have a solution defined or do you need support identifying a solution?
The Office of Research Administration (ORA) would like to import one of its campus-facing workflows to OnBase.
Provide the background of this request.
What events or discussions preceded this request? Have there been previous efforts related to this request? Are you working with a vendor already? What are the benefits of this initiative?
The process ORA is interested in transferring to OnBase is called the Time & Effort Certification. Currently, PDF reports created from an exported Banner-to-Access data dump are emailed to Mines research-active faculty to procure their certification of labor charges on their research projects. The certification requests and receipts are done via email. The certification process occurs three times annually, after each semester term: Fall, Spring and Summer.
What is the desired completion date?
Please note that projects will be completed based on resource availability and prioritization.
09/30/2021
What are the factors driving the desired completion date?
Are there campus activities, legal requirements, dependent efforts or goals that are driving a date?
Fall 2021 is when ORA will run the reports for the Summer 2021 reporting period.
Provide the executive leader(s) who will champion this initiative?
These individuals support the success of this effort, such as removing obstacles, sending strategic communication and promoting necessary policy changes.
Johanna Eagan
What team members have been identified to help drive this initiative?
Please note that involvement of department team members is critical to the success of this inititive.
Corey O'Connor
Any additional information about this request that you would like to include?
Who does this project help? What happens if this project is not completed?
This request has been informally discussed (outside the PCMO review process) with Corrie Bozung, Wan Zheng, and Arlene Strauss.

Description

The purpose of this project is to streamline the current Time & Effort Certification process into an OnBase workflow. Currently, PDF reports created from an exported Banner-to-Access data dump are emailed to Mines research-active faculty to procure their certification of labor charges on their research projects. The certification requests and receipts are done via email. The certification process occurs three times annually, after each semester term: Fall, Spring and Summer.

Systems Affected

  1. Banner

  2. OnBase

Manager

VR
Vanessa Rael

Sponsor

CO
Corey OConnor

Stakeholders (7)

AS
Arlene Strauss
Applications Admin-Banner
Responsible
OnBase Development
Thu 4/22/21 7:47 AM
CO
Corey OConnor
Research Analyst
Responsible
Responsible
Thu 4/22/21 7:45 AM
CB
Corrie Bozung
Informed
Informed
Thu 4/22/21 7:43 AM
JO
Johanna Olson
Dir Research Admin
Consulted
Consulted
Thu 4/22/21 7:43 AM
MS
Monique Sendze
Informed
Informed
Thu 4/22/21 7:47 AM
NA
Natasha Alizadeh
Administrative Assistant III
Responsible
Responsible
Thu 5/13/21 9:26 AM
WZ
Wan Zheng
ES Application Administrator
Responsible
OnBase Development
Thu 4/22/21 7:47 AM