PERB SharePoint Voting Procedure

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Presentation transcript:

PERB SharePoint Voting Procedure A step-by-step procedure to access and voting

Why the change with PERB voting procedure? Changes in PERB have not kept pace with Program Life-Cycle Excessive facilitation charges Excessive review time charges PERB processing is too expensive

Goals for Utilizing the SharePoint Voting Process Reduce facilitation effort by 50% Reduce PERB effort by 15-25% Better Utilize the 2 Week Process Define a method to track accountability and eliminate escapes

How does the Process Work? What will change? Electronic Use through SharePoint Voting and Process Status Improved Eliminate Fixed PERB Meetings Improve Comment Process Provide Faster Turnaround to Implement Revisions How does the Process Work?

Submission of Request An email request for a CRN is sent to David Frankenstein david.j.frankenstein@lmco.com David assigns the request a CRN number and sends the document to the author The author writes the proposal and submits the document to David via email

Document Review David Frankenstein will upload the submitted CRN onto the SharePoint site initiating the workflow Each voting member will receive an email requesting: Tasks-Please approve CRN ###. The email will come with directions To complete this task, click the hyperlink: Review CRN ### The voter will click the hyperlink and be prompted to open the file, voter will open the file The document will open The voter will review the document

After review  

Voting Options The voter is provided two choices to vote on the CRN proposal but actually has three options available for vote: Approve: The voter has no issues with the proposal and agrees to proceed Request Change: The voter has some concerns with the proposal that requires changes Not Voting or N/A: This proposal has no effect on the voting party

Not Voting or N/A

If the voter selects Request Change

Request Change

Using the Employee Directory

Employee Directory

Comment Directory Open the Comment Directory Add Document Upload document to Directory Save file name Change Request-CRN###