ST EDH - Workflow J. Purvis / EDH

Software problem?

EDH GOALS (1992) 4 Fast routing 4 Avoid duplicate data entry

Principles (“Ground Rules”) 4 Minimum Number of Signatures 4 Maximum Level of Delegation 4 Required signatures MUST be obtained 4 Non-blocking signatures –EDH will search for delegates in case of Absence or Timeouts

CERN DAI DAI Financial signature

NMS Signs 10K Signs 2K Signs  Signs Creator Over 2000chf? Non Member State? Over 10000chf? Section Leader Group Leader Division Leader Financial Routing

MR GL : What is this DAI for 500K? DL

ST DAI DAI Financial signature Group Leader signature

Two routes... Financial Route Role based Route 2k 10k GL DDL

DL DDL Deputy GL DPO Group Leader Absent? Role based Routing

Example DAI for 250chf DAI Transfer

Procedures….

Solutions 4 Summer 1999 : “Bear with us” –“Freeze Current Routing” –Change to New Workflow Tool 4 Autumn 1999 : Routing responsibility in divisions 4 “Simplify or Die?”

Solutions 4 Software Solutions –New Graphical Workflow Tool –Industry Standard Software –But lets stay realistic! No silver bullet... 4 Procedural Solutions –Simplify or Die? –EDH will support CERN standard only –Divisions will support Non-standard Routings

Just Some of the… Things People want us to do 4 Support New Team Accounting (FI) 4 Migrate Material request to Baan IV (SPL) 4 Training Request Modifications (PE-ED) 4 Cater for “detachments” (SL) 4 Enhance Industrial Support Accounting for TIDs (FI) 4 Adapt Leave Request for New Leave Mechanism (AS-DB) 4 Cater for “Virtual Sections” (SL) 4 Deal with “Small Orders” (SPL) 4 Deal with technical delegations (ST) 4 Cater for Centrale D’achats (SPL/PS) 4 Allow Enclosures on DAIs (SPL/PS) 4 Support routing of PDF documents (AS/OP) 4 Provide Workflow to Other applications (AS/DB) 4 Extend routing of DAI for SPL(SPL) 4 Extend routing of Material Request for FGSOs (TIS) 4 Support separate routing for Informatics Goods in Stores (SPL/LS) 4 Get rid of use of Paper Dais (SPL/PS) 4 Provide Web interface for DAI, TID, OSVC, Job, Shipping Request, Temporary Labour, Overtime Document (LHC, EP) 4 New Document : Allow for creation of “Transport Requests” in EDH (ST) 4 New Document : Allow for creation of “Key” requests (ST / TFM) 4 New Document : Allow for creation of “Site Access” requests (ST / AMS) 4 New Document : IS37 and Tis documents (TIS) 4 Support for Deferred hours in Overtime Document 4 Fire Alarm Document (TIS) 4 Evaluation of Training Courses Document (PE/ED) 4 Return of Materials Document (SPL/LS) 4 Creation/Modification of Intersection Code Document (AS/FI) 4 Routing modifications for LHC (LHC) 4 Routing modifications for ST (ST) 4 Enhanced feedback of Training Requests (PE/ED) 4 Explain Overtime Calculations (OVT) 4 Answer Questions on leave & Home Leave (Leave) 4 Explain Purchasing Procedures (DAI) 4 Support Import & Export of document data 4 Macintosh Support when EDH doesn’t work 4 PC support. Web Support. Proxy support when things don’t work 4 GUI Guidelines 4 Workflow for other applications 4 Standards Taskforce support calls a year 4 Training

Web functionality