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Renato Rossiter edited this page Feb 7, 2024 · 13 revisions

Diagrams

Diagrams for In Development and Active workflows can be viewed here: https://docs.google.com/presentation/d/1jLBhn81xKFXlJn5q1k1q7fKaagzMAxxCIjYIt14JPWI/edit?usp=sharing

How to Read: If it is the Early Conversation state, person needs to be on the approvers list to move to the next step options.

Status | In Development

Step 1 | Early Conversations

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Pending Concept Approval (Submit for Concept Approval)
  • Did Not Develop (End Development)

Notifications

  • Team

Step 2 | Pending Concept Approval

Approvers

  • Regional Director
  • Field Operations Director

Next Step Options

  • Preparing for Consultant Endorsement (Approve Concept)
  • Early Conversations (Send Back for Corrections)
  • Rejected (Reject)

Notifications

  • Team

Step 3 | Preparing for Consultant Endorsement

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Pending Consultant Endorsement (Submit for Consultant Endorsement)
  • Pending Concept Approval (ReSubmit for Concept Approval)
  • Did Not Develop (End Development)

Notifications

  • Team

Step 4 | Pending Consultant Endorsement

Approvers

  • Consultant
  • Consultant Manager
  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Preparing for Financial Endorsement
    • (Endorse Project Plan)
    • (Do Not Endorse Project Plan)

Notifications

  • Team

Step 5 | Preparing for Financial Endorsement

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Pending Financial Endorsement (Submit for Financial Endorsement)
  • Pending Consultant Endorsement (ReSubmit for Consultant Endorsement)
  • Pending Concept Approval (ReSubmit for Concept Approval)
  • Did Not Develop (End Development)

Notifications

  • Team

Step 6 | Pending Financial Endorsement

Approvers

  • Controller
  • Financial Analyst

Next Step Options

  • Finalizing Project Proposal
    • (Endorse Project Plan)
    • (Do Not Endorse Project Plan)

Notifications

  • Team

Step 7 | Finalizing Project Proposal

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Pending Regional Director Approval (Submit for Approval)
  • Pending Financial Endorsement (ReSubmit for Financial Endorsement)
  • Pending Consultant Endorsement (ReSubmit for Consultant Endorsement)
  • Pending Concept Approval (ReSubmit for Concept Approval)
  • Did Not Develop (End Development)

Notifications

  • Team

Step 8 | Pending Regional Director Approval

Approvers

  • Regional Director
  • Field Operations Director

Next Step Options

  • Pending Finance Confirmation (Approve Project)
  • Pending Zonal Director Approval (Approve for Zonal Director Review)
  • Finalizing Project Proposal (Send Back for Corrections)
  • Rejected (Reject)

Notifications

  • Team

Step 9 | Pending Zone Director Approval

Approvers

  • Field Operations Director

Next Step Options

  • Pending Finance Confirmation (Approve Project)
  • Finalizing Project Proposal (Send Back for Corrections)
  • Rejected (Reject)

Notifications

  • Team

Step 10 | Pending Finance Confirmation

Approvers

  • Controller

Next Step Options

  • Active (Confirm Project)
  • On Hold for Finance Confirmation (Hold Project for Confirmation)
  • Finalizing Project Proposal (Send Back for Corrections)
  • Rejected (Reject)

Notifications

Step 11 | On Hold for Finance Confirmation

Approvers

  • Controller

Next Step Options

  • Active (Confirm Project)
  • Finalizing Project Proposal (Send Back for Corrections)
  • Rejected (Reject)

Notifications

Workflow Status | Active

Step A | Active

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Discussing Change to Plan (Discuss Change to Plan)
  • Discussing Termination (Discuss Termination)
  • Finalizing Completion (Finalize Completion)

Notifications

  • Team

Step A2 | Active - Changed Plan

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Discussing Change to Plan (Discuss Change to Plan)
  • Discussing Termination (Discuss Termination)
  • Finalizing Completion (Finalize Completion)

Notifications

Step B1 | Discussing Change to Plan

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Pending Change to Plan Approval (Submit for Approval)
  • Discussing Suspension (Discuss Suspension)
  • Active/Active - Changed Plan (Will Not Change Plan)

Notifications

Step B2 | Pending Change to Plan Approval

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Discussing Change to Plan (Send Back for Corrections)
  • Pending Change to Plan Confirmation (Approve Change to Plan)
  • Active/Active - Changed Plan (Reject Change to Plan)

Notifications

Step B3 | Pending Change to Plan Confirmation

Approvers

  • Controller

Next Step Options

  • Discussing Change to Plan (Send Back for Corrections)
  • Active - Changed Plan (Approve Change to Plan)
  • Active/Active - Changed Plan (Reject Change to Plan)

Notifications

Step C1 | Discussing Suspension

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Pending Suspension Approval (Submit for Approval)
  • Active/Active - Changed Plan (Will Not Suspend)

Notifications

Step C2 | Pending Suspension Approval

Approvers

  • Regional Director
  • Field Operations Director

Next Step Options

  • Discussing Suspension (Send Back for Corrections)
  • Suspended (Approve Suspension)
  • Active / Active - Changed Plan (Reject Suspension)

Notifications

Step C3 | Suspended

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Discussing ReActivation (Discuss ReActivation)
  • Discussing Termination (Discuss Termination)

Notifications

Workflow D1 | Discussing ReActivation

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Pending ReActivation Approval (Submit for Approval)
  • Discussing Termination (Discuss Termination)

Notifications

Workflow D2 | Pending ReActivation Approval

Approvers

  • Regional Director
  • Field Operations Director

Next Step Options

  • Active - Changed Plan (Approve ReActivation)
  • Discussing ReActivation (Send Back for Corrections)
  • Discussing Termination (Discuss Termination)

Notifications

Workflow E1 | Discussing Termination

Approvers

  • Project Manager
  • Regional Director
  • Field Operations Director

Next Step Options

  • Pending Termination Approval (Submit for Approval)
  • Discussing ReActivation / Suspended / Active/Active - Changed Plan (Will Not Terminate)

Notifications

Workflow E2 | Pending Termination Approval

Approvers

  • Regional Director
  • Field Operations Director

Next Step Options

  • Terminated (Approve Termination)
  • Discussing Termination (Send Back for Corrections)
  • Discussing ReActivation / Suspended / Active/Active - Changed Plan (Will Not Terminate)

Notifications

Workflow F1 | Finalizing Completion

Approvers

  • Controller
  • Project Manager
  • Regional Director
  • Field Operations Director
  • Financial Analyst
  • Lead Financial Analyst

Next Step Options

  • Active/Active - Changed Plan (Still Working)
  • Completed (Complete)

Notifications

Status | Did Not Develop

Step | Did Not Develop

Approvers

  • None

Next Step Options

  • None

Notifications

  • Team

Status | Terminated

Step | Terminated

Approvers

  • None

Next Step Options

  • None

Notifications

Status | Completed

Step | Completed

Approvers

  • None

Next Step Options

  • None

Notifications

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