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AgdaPkt 2018-01-22 Joint SA PFA
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AgdaPkt 2018-01-22 Joint SA PFA
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Last modified
1/24/2018 12:26:31 PM
Creation date
1/18/2018 1:21:49 PM
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Template:
CC Index
CC Index - Document Type
Agenda Packet
Meeting Type
Joint
Agency Type
City Council and Successor Agency and Public Financing Authority
Date
1/22/2018
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6.1.1. - Page 37 <br />Contract #: BSA -RU -14546-15060771 <br />4. Will be able to add/edit/revise attachments to the agenda item form; <br />5. Will be able to create/participate in Discussion threads; and <br />6. Will have the following routing options: <br />i. Return to Submitter; <br />ii. Return to Supervisor; <br />iii. Return to Liaison; <br />iv. Return to City Attorney/Legal; <br />V. Send to Final Approver, <br />• This will update a field on the form of the username that approved. <br />vi. Send to Additional Reviewer; and <br />vii. Return to Previous Queue. <br />f. Final Approval Step: <br />1. Will receive an email notification when item arrives. <br />2. Workflow queue based on defined security group(s); <br />3. Will be able to review/edit the agenda item form; <br />4. Will be able to add/edit/revise attachments to the agenda item form; <br />5. Will be able to create/participate in Discussion threads; and <br />6. Will have the following routing options: <br />i. Return to Planning Manager; <br />ii. Send to Additional Reviewer; <br />iii. Return to Previous Queue; and <br />iv. Mark item approved (send to Approved Items). <br />• Will transition to Approved Items. <br />Will send an email to the Submitter. <br />g. Approved Items Step: <br />1. Workflow queue based on defined security group(s); <br />2. Will be able to review/edit the agenda item form; <br />3. Will be able to add/edit/revise attachments to the agenda item form; <br />4. Will be able to create/participate in Discussion threads; and <br />5. Will have the following routing options: <br />i. Return to Final Approval Step; and <br />ii. Remove Item from Workflow. <br />h. Additional Reviewer Step: <br />1. Will receive an email notification when item arrives. <br />2. Workflow queue based on load balancing rule for the defined user; <br />3. Will be able to review/edit the agenda item form; <br />4. Will be able to add/edit/revise attachments to the agenda item form; <br />5. Will be able to create/participate in Discussion threads; and <br />6, Will have the following routing options: <br />i. Return to Previous Step. <br />A Unity Timer will be created that will clear items from the Approved Items Step when items <br />have been in queue for 60 days or more. <br />The following Document Types and Keywords will be created to support this Agenda <br />solution: <br />REV: 01-09-1815 <br />Page 34 of 51 <br />ATTY/AGR.2018.001/Hyland Onbase ACMS <br />
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