AF & UP Business Process Improvement Re...
Last UpdatedSubmitted ByDigital Signature ReviewTeamProject SummaryDepartmentRequested Start DateRequested TEST DateRequested Date to be in ProductionDeptIDPoint of ContactStatusPriorityLink to existing document or processFiscal YearComments
 Collaboration powered by Smartsheet   |   Report Abuse
108/10/20Natalie KingPossible. No.UPUP would like to scan all documents related to Personnel Files.UP06/01/201138Cheree CarvalhoCompleteMedOnBase ticket:174986732/10/22- VF discussed w/AL who thinks this in PRD. VF asking AL to reach out to all parties to confirm complete.
2Jennifer GeertsenYes. No. Not needed.EHSRMDocuSign 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 Management05/22/2007/13/2008/31/201079Jennifer GeertsenCompleteLow - AL will confirm if this is still open/active/needed.
3Alana SolivenYes signature is required.FinanceOnline IPPsAccounting02/15/2103/15/2107/01/211006Alana Soliven - AL will reach out to Alana.
4Tiffany GrauNoFinanceWe would like to us OnBase to house all of our Trust Fund AgreementsBudget12/13/2101/17/2204/01/221007Tiffany Grau2/10/22 - AL will enter a ticket for this request by 2/11/22 Ticket: 18849183
5Tiffany GrauNoFinanceWe want to use OnBase as a place to store all student fee related documents and be able to retrieve them using certain keywords.Budget10/01/2102/01/2204/01/221017Tiffany GrauAdd to a ticket - AL will enter a ticket for this request 2/11/22 Ticket: 18849183
6Veronica FloresCoord transfer of OB Project Docs to specify types. 18849183 entered so this request transferred.
7Nathan SchuetteYes - NoFinanceCreate/Consolidate ASM Forms (CMS, CFS, Questica, OnBase)ASM07/29/201156Nathan Schuette2/10/22 - Additional scope added to DAR request for not used. Will need to be re-evaluated later once ASM transfers security to IT.
808/10/20Yolanda AnglinYes - many. Has not been submitted to review group yet.FinanceTrust Fund AgreementsBudget03/01/201017Jenny HallettCompleteLow2/10/22 - VF confirmed w/AL that this is complete.
(Ad hoc routing in Docusign. Currently scanned to M: drive)
9Garren FisherNo. OnBaseFinanceProvide a central location for all lease agreements.Accounting02/27/2004/27/2006/01/201006Garren FisherAssignedHighOnbase - info gathering. on-boarding - accounting.2/10/22 - VF confirmed w/AL this request was cancelled since OB could not meet reporting requirements.
10Steve MackeyYes. No.FinanceIntake and Status routing communication for Contracts within ProcurementProcurement08/01/201078Art EvjenCompleteHigh2/10/22 - VF Confirmed w/AL this is complete through Adobe.
11Amy ThomasNo; no applicable.
We would like to move a database from Access to OnBase.
EHSRMWe 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.).EHSRM03/16/2004/01/2004/01/201079Jennifer GeertsenCompleteLow2/10/22 - VF Advised Jennifer G to fill out a IT project scope doc and schedule a meeting to review requirements.
12Terryn AshleyNoFinanceNew OnBase Document TypesPayroll03/04/201104TerrynCompleteMedNew document types for OB.

Address Change Report
Duplicate W-2 Request
Payroll Certification
PPSD 360
SCO Irregularity Notice
Stipend Letter
Missed Premium AR Agreement
Moving Relocation
Warrant Report
13ChereePossible. No.UPRequest to Recruit (RTR) Form route for signaturesUP06/08/2006/09/201138Cheree CarvalhoCompleteMedDocuSign2019
14LindaPossible. No.UPJob Action Form JAF route for signaturesUP06/10/2006/11/201138Cheree CarvalhoCompleteMedDocuSign2019
15ChereePossible. No.UPFFCRA Req Form route for signaturesUP06/08/2006/09/201138Cheree CarvalhoCompleteMedDocuSign2019
16Jennifer GeertsenYes. No. Not needed/required as we are currently doing this same exact thing for the Alcohol Approval form.EHSRMCreate a new DocuSign form for Food Waiver to accompany the Food Policy that is being draftedRisk07/30/2011/27/2001/15/211079Jennifer GeertsenCompleteLow ad hoc routing in Docusign
17Alana SolivenPossibly. Request has been submitted to the DSRG 1/30/20.FinanceSF Department Refund RequestSTAR03/01/2003/15/2004/01/201006Alana SolivenCompleteLow
18Chris FrederickWe require approval by student to payment terms, but no we haven't gone through review group yet.FinanceInstallment Payment PlanStudent Financials02/01/2003/01/2004/10/201006Alana SolivenCompleteLow
19Jill KronickYes and yes (well, it will be the same signatures as are on the payment requests and purchase requisitions, so I would assume so.FinanceTask Orders, Change Orders, and Purchase Alterations digitalizationFacilities Management Department01/22/201015Jill Kronick, Reyola Carlisle, Tammy Bishop, Christine ShawCompleteCurrent process is to fill out attached forms and either scan and email or hand deliver for signatures.2019
20Terryn AshleyYes. NoFinanceEmployee Action Request - Route for electronic processingPayroll05/01/201104Terryn AshleyComplete2019
21Alejandra via Terryn AshleyYes. NoFinanceDirect Deposit - Route for electronic processingPayroll05/20/201104Terryn AshleyComplete2019
FinanceManual Check Request form with workflow. This is the check request that is completed by Payroll and then forward to AP.Payroll Services11/06/191104Terryn AshleyCompleteDocuSign. Special Consultant form instead.2019
23LindaPossible. No.UPLeaves of Absence Request form route for signaturesUP06/08/2006/09/201138Cheree CarvalhoCompleteDocuSign2019
24Therese MaddenYes and no... how do I do that?UPPaperless AP Processing (50+ documents) 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.)CompleteMedJust a sample: This one is already electronic, except for a signature:
UP has signed off
25Yolanda AnglinYes. Not yet.FinanceStudent Fee ProposalsBudget03/01/201017Jenny HallettReceivedLow2/10/22 - AL confirmed no Budget doc type in OB. Jenny no longer in Budget Dept or Finance.
26Mariereview/approvalASMDARASMMed2/10/22 - Per AL, DAR created in OB but not used.