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Contract #: BSA -EU -14546-15060771 <br />Plannine Commission StaffReoort Routine Form and Workflow Reauirements <br />Hyland will create one (1) Agenda Item Unity Form (Staff Report Item Request) that will <br />facilitate the creation of planning commission agenda items. This form will include the <br />following fields: <br />a. Meeting Type; <br />b. Target Meeting Date; <br />c. User Department; <br />d. CEQA Field (drop down of values); <br />e. Subject; and <br />f. Recommendations. <br />Upon completion of the form the Agenda Item Approval workflow will be started. The <br />following diagram provides an overview of the process. <br />Subr�{rter/ <br />oeoa�mw <br />STAHP <br />RWC PC Agenda Workflow <br />SuRemaw <br />STAMP <br />rQ. <br />dr•• Rewvwr <br />SFN' M; I <br />C—H PDF PA_KEL' <br />TO STAFF ORIGINATOR <br />aanen rM AmaRq'AwI %m^{Manga� Lmai>Dravn � RC RecyW Bn[ <br />STAMP STAMP <br />i <br />r <br />'\ fQ Q <br />This workflow will contain the following steps for item approval. <br />a. Submitter Step: <br />1. Will receive an email notification when item arrives. <br />2. Workflow queue based on the user who created the Agenda Item; <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 (Ad Hoc Tasks): <br />REV: 01-09-18 JS <br />Page 32 of 51 <br />ATTY/AGR.2018.001/Hyland Onbase ACMS <br />a^� <br />�.ue <br />AJENuial <br />�� <br />G+Na <br />ACtlimnai �. <br />� <br />ReNeM\a <br />\� <br />RevMwar <br />v<. <br />M.x <br />AGLmonai <br />Renewer <br />ae` <br />neve <br />AUabbnal <br />Renewer <br />Rw. <br />Que' <br />AdEmona� <br />Rewawr <br />This workflow will contain the following steps for item approval. <br />a. Submitter Step: <br />1. Will receive an email notification when item arrives. <br />2. Workflow queue based on the user who created the Agenda Item; <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 (Ad Hoc Tasks): <br />REV: 01-09-18 JS <br />Page 32 of 51 <br />ATTY/AGR.2018.001/Hyland Onbase ACMS <br />