| Last Updated | Submitted By | Digital Signature Review | Team | Project Summary | Department | Requested Start Date | Requested TEST Date | Requested Date to be in Production | DeptID | Point of Contact | Status | Priority | Link to existing document or process | Fiscal Year | Comments | |
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| 1 | 08/10/20 | Natalie King | Possible. No. | UP | UP would like to scan all documents related to Personnel Files. | UP | 06/01/20 | 1138 | Cheree Carvalho | Complete | Med | OnBase https://docs.google.com/spreadsheets/d/1OJ7SmJ_fYs2cozsYw2kH2T-mJx6kbthu-VjJOPQPgLY/edit?usp=sharing ticket:17498673 | 2/10/22- VF discussed w/AL who thinks this in PRD. VF asking AL to reach out to all parties to confirm complete. | |||
| 2 | Jennifer Geertsen | Yes. No. Not needed. | EHSRM | DocuSign form for NEW Youth Program Registration Form. NOTE: CSU's are being audited on their policy and forms even during SIP. It's a new form, new process requiring multiple elements, requests, and sections in order to stay in compliance with the new policy we've created and with the CO forthcoming dirctives. | Risk Management | 05/22/20 | 07/13/20 | 08/31/20 | 1079 | Jennifer Geertsen | Complete | Low | https://drive.google.com/file/d/1w2fxf_OPC9CVZXVw1hGP3ImcwvaPTF2m/view?usp=sharing | 2/10/22 - AL will confirm if this is still open/active/needed. | ||
| 3 | Alana Soliven | Yes signature is required. | Finance | Online IPPs | Accounting | 02/15/21 | 03/15/21 | 07/01/21 | 1006 | Alana Soliven | https://csumb.edu/csc/installment-payment-plan/ | 2/10/22 - AL will reach out to Alana. | ||||
| 4 | Tiffany Grau | No | Finance | We would like to us OnBase to house all of our Trust Fund Agreements | Budget | 12/13/21 | 01/17/22 | 04/01/22 | 1007 | Tiffany Grau | 2/10/22 - AL will enter a ticket for this request by 2/11/22 Ticket: 18849183 | |||||
| 5 | Tiffany Grau | No | Finance | We want to use OnBase as a place to store all student fee related documents and be able to retrieve them using certain keywords. | Budget | 10/01/21 | 02/01/22 | 04/01/22 | 1017 | Tiffany Grau | Add to a ticket https://docs.google.com/spreadsheets/d/1x9QBVVW-KYj86jh0-Wa2RamEH9S59xViMtAa22iBpWo/edit?usp=sharing | 2/10/22 - AL will enter a ticket for this request 2/11/22 Ticket: 18849183 | ||||
| 6 | Veronica Flores | Coord transfer of OB Project Docs to specify types. | https://docs.google.com/spreadsheets/d/1x9QBVVW-KYj86jh0-Wa2RamEH9S59xViMtAa22iBpWo/edit#gid=1197575634 | Ticket 18849183 entered so this request transferred. | ||||||||||||
| 7 | Nathan Schuette | Yes - No | Finance | Create/Consolidate ASM Forms (CMS, CFS, Questica, OnBase) | ASM | 07/29/20 | 1156 | Nathan Schuette | 2/10/22 - Additional scope added to DAR request for not used. Will need to be re-evaluated later once ASM transfers security to IT. | |||||||
| 8 | 08/10/20 | Yolanda Anglin | Yes - many. Has not been submitted to review group yet. | Finance | Trust Fund Agreements | Budget | 03/01/20 | 1017 | Jenny Hallett | Complete | Low | 2/10/22 - VF confirmed w/AL that this is complete. (Ad hoc routing in Docusign. Currently scanned to M: drive) | ||||
| 9 | Garren Fisher | No. OnBase | Finance | Provide a central location for all lease agreements. | Accounting | 02/27/20 | 04/27/20 | 06/01/20 | 1006 | Garren Fisher | Assigned | High | Onbase - info gathering. on-boarding - accounting. | 2/10/22 - VF confirmed w/AL this request was cancelled since OB could not meet reporting requirements. | ||
| 10 | Steve Mackey | Yes. No. | Finance | Intake and Status routing communication for Contracts within Procurement | Procurement | 08/01/20 | 1078 | Art Evjen | Complete | High | 2/10/22 - VF Confirmed w/AL this is complete through Adobe. | |||||
| 11 | Amy Thomas | No; no applicable. We would like to move a database from Access to OnBase. | EHSRM | We would like to move the Defensive Driver database from Access to OnBase. This database incudes confidential data that needs to be secured (level 1 data, driver's licenses, etc.). | EHSRM | 03/16/20 | 04/01/20 | 04/01/20 | 1079 | Jennifer Geertsen | Complete | Low | 2/10/22 - VF Advised Jennifer G to fill out a IT project scope doc and schedule a meeting to review requirements. | |||
| 12 | Terryn Ashley | No | Finance | New OnBase Document Types | Payroll | 03/04/20 | 1104 | Terryn | Complete | Med | New document types for OB. Address Change Report Duplicate W-2 Request Garnishment Payroll Certification PPSD 360 PSD40 PSDC37 PSLF SCO Irregularity Notice Stipend Letter Missed Premium AR Agreement SCA Moving Relocation Warrant Report | |||||
| 13 | Cheree | Possible. No. | UP | Request to Recruit (RTR) Form route for signatures | UP | 06/08/20 | 06/09/20 | 1138 | Cheree Carvalho | Complete | Med | DocuSign | 2019 | |||
| 14 | Linda | Possible. No. | UP | Job Action Form JAF route for signatures | UP | 06/10/20 | 06/11/20 | 1138 | Cheree Carvalho | Complete | Med | DocuSign | 2019 | |||
| 15 | Cheree | Possible. No. | UP | FFCRA Req Form route for signatures | UP | 06/08/20 | 06/09/20 | 1138 | Cheree Carvalho | Complete | Med | DocuSign | 2019 | |||
| 16 | Jennifer Geertsen | Yes. No. Not needed/required as we are currently doing this same exact thing for the Alcohol Approval form. | EHSRM | Create a new DocuSign form for Food Waiver to accompany the Food Policy that is being drafted | Risk | 07/30/20 | 11/27/20 | 01/15/21 | 1079 | Jennifer Geertsen | Complete | Low | https://docs.google.com/forms/d/1tk4GgC6J9Srm2H6BHECriHJF3UbhUahBo5De6WHA_8U/edit | Use ad hoc routing in Docusign | ||
| 17 | Alana Soliven | Possibly. Request has been submitted to the DSRG 1/30/20. | Finance | SF Department Refund Request | STAR | 03/01/20 | 03/15/20 | 04/01/20 | 1006 | Alana Soliven | Complete | Low | ||||
| 18 | Chris Frederick | We require approval by student to payment terms, but no we haven't gone through review group yet. | Finance | Installment Payment Plan | Student Financials | 02/01/20 | 03/01/20 | 04/10/20 | 1006 | Alana Soliven | Complete | Low | https://csumb.edu/cost/installment-payment-plan/ | 2019 | ||
| 19 | Jill Kronick | Yes and yes (well, it will be the same signatures as are on the payment requests and purchase requisitions, so I would assume so. | Finance | Task Orders, Change Orders, and Purchase Alterations digitalization | Facilities Management Department | 01/22/20 | 1015 | Jill Kronick, Reyola Carlisle, Tammy Bishop, Christine Shaw | Complete | Current process is to fill out attached forms and either scan and email or hand deliver for signatures. | 2019 | |||||
| 20 | Terryn Ashley | Yes. No | Finance | Employee Action Request - Route for electronic processing | Payroll | 05/01/20 | 1104 | Terryn Ashley | Complete | 2019 | ||||||
| 21 | Alejandra via Terryn Ashley | Yes. No | Finance | Direct Deposit - Route for electronic processing | Payroll | 05/20/20 | 1104 | Terryn Ashley | Complete | 2019 | ||||||
| 22 | Terryn | Yes No | Finance | Manual Check Request form with workflow. This is the check request that is completed by Payroll and then forward to AP. | Payroll Services | 11/06/19 | 1104 | Terryn Ashley | Complete | DocuSign. Special Consultant form instead. | 2019 | |||||
| 23 | Linda | Possible. No. | UP | Leaves of Absence Request form route for signatures | UP | 06/08/20 | 06/09/20 | 1138 | Cheree Carvalho | Complete | DocuSign | 2019 | ||||
| 24 | Therese Madden | Yes and no... how do I do that? | UP | Paperless AP Processing (50+ documents) https://docs.google.com/spreadsheets/d/1mmf0GzsmF4CIwCwRvc-vwvPG2cHGXg33KxAbjIHuqjY/edit?usp=sharing | AP | 06/24/20 | 08/03/20 | 08/14/20 | 1038 | Therese Madden (Since this is a complicated project, it would be great if we could set up a meeting with all AP staff so that we can find out from you the best way to upload the documents that need to be transformed.) | Complete | Med | Just a sample: This one is already electronic, except for a signature: https://edit.csumb.edu/sites/default/files/up-forms/Pt4ByRhYSKkMS69HqOLH_Additional%20Employment%20Pre-Approval%20-%202018.pdf | UP has signed off | ||
| 25 | Yolanda Anglin | Yes. Not yet. | Finance | Student Fee Proposals | Budget | 03/01/20 | 1017 | Jenny Hallett | Received | Low | 2/10/22 - AL confirmed no Budget doc type in OB. Jenny no longer in Budget Dept or Finance. | |||||
| 26 | Marie | review/approval | ASM | DAR | ASM | Med | 2/10/22 - Per AL, DAR created in OB but not used. | |||||||||
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