1. CTO My SelfStudy Application Overview Sep 25, 2005

2. What is CTO My SelfStudy? My SelfStudy application is designed to support Management and Employees of CTO organization in requesting, approving, tracking and reporting on self study days Application is built on K2.Net workflow which is a MSFT- recommended “human workflow” solution Application consists of three major areas: –New Request initiation form –K2 Worklist –History/Report view Email notifications are sent to Requestor and Manger on the event of an application status change (Submitted, Approved, Rejected, Filed)

3. IT Requirements Add k2 and k2.genesyslab.com to Trusted Sites (Tools, Internet Option, Security, Trusted Sites) Enable Win authentication (Tools, Internet Option, Advanced, check “Enable Integrate Windows Authentication (requires restart)” box, restart the browser, not a computer)

4. Workflow

5. Main scenarios Request – Approval – Repot Request – Reject Request – Recall Request – Approval – Reinstate - Approval Request – Approval – Reinstate – Reject – Report

6. Initiate a New SelfStudy request

7. Email notification goes to the Requestor and to the Manager informing of submitted request

8. Request shall be Approved by Manager

9. 1. Email notification goes to Requestor informing that request has been approved 2. In Request History view, status changed to Approved 3. Email notification “Self Study Report” goes to Requestor

10. Email notification “Submit a Report” to Manager

11. Report Submitted by Requestor

12. In Request History view, status changed to Filed

13. Recall Submitted Request (request has not been approved by Manager yet)

14. Email notification to Manager regarding Recall

15. Recall in Manager’s Workspace

16. Email to Requestor confirming Recall

17. In Requestor’s Workspace status changed to Recalled

18. Reinstate Request (after Manager approved Request)

19. Once Reinstate approved by Manager, email notification goes to Requestor

20. If Manager Rejected reinstate, Requestor will be asked to submit a Report

21. History, Manager’s view

22. Export to Excel

23. Support Path Help Desk is the only point of contact for MSS users