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Type: User Documentation 10-Aug-2023 | Author N/A

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Variation Order Request (workflow type: VORC)

VOR workflow process


This is the sequence of stored procedures and email notifications in Variation Order Request (VORC) workflow:

SourceStepRoleActionProcedure / Notification TemplateDescription
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_NominateContractAdminNominate Contract Admin
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CopydownDescriptionScheduleCopies schedule impact description and milestone description to section 3 if required
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvidedChecks if all data meets requirements
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_SetDateSubmittedSets date submitted
Send Notification Template1Originating PersonSubmitVORCReadyToSignSent to step: 2 - Contract Admin (when ready to sign)
Stored procedure (action)2Contract AdminSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CheckContractAdminChecks Contract Admin
Stored procedure (action)2Contract AdminSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_NominateCostControlNominate Cost Control
Stored procedure (action)2Contract AdminRecycleastp_CostMgmt_WF_Contracts_WorkflowAction_CopySignatureCommentToVORsCommentsCopies a forced signature comment from atbl_Workflows_WorkflowsStepsSignatures to atbl_CostMgmt_WF_Contracts_VORsComments
Stored procedure (action)2Contract AdminRecycleastp_CostMgmt_WF_Contracts_WorkflowAction_DeleteCostElementsAndHyperlinkDelete Cost Element and Hyperlink for recycle
Stored procedure (action)2Contract AdminRecycleastp_CostMgmt_WF_Contracts_WorkflowAction_DeleteCostItemsDeletes cost items
Send Notification Template2Contract AdminSubmitVORCReadyToSignSent to step: 2 - Reviewer(s) (when ready to sign)
Send Notification Template2Contract AdminSubmitVORCReadyToSignSent to step: 3 - Cost Control (when ready to sign)
Stored procedure (step)2StepStep finishedastp_CostMgmt_WF_Contracts_VORs_CreateCostElementCreates Cost Elements
Stored procedure (step)2StepStep finishedastp_CostMgmt_WF_Contracts_WorkflowAction_CheckIfNoCostImpactChecks if cost impact is disabled'
Stored procedure (action)3Cost ControlSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvidedChecks if all data meets requirements
Stored procedure (action)3Cost ControlSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_NominateApproversNominate Approvers according to Approval level
Stored procedure (action)3Cost ControlRecycleastp_CostMgmt_WF_Contracts_VORs_DeleteCostElementDeletes Cost Elements
Send Notification Template3Cost ControlRecycleVORCStepRecycledSent to step: 1 - Originating Person (when ready to sign)
Send Notification Template3Cost ControlRecycleVORCStepRecycledSent to step: 2 - Contract Admin (when ready to sign)
Send Notification Template3Cost ControlSubmitVORCReadyToSignSent to step: 4 - Additional Approver (when ready to sign)
Send Notification Template3Cost ControlSubmitVORCReadyToSignSent to step: 4 - Final Approver (when ready to sign)
Stored procedure (action)4Additional ApproverRejectastp_CostMgmt_WF_Contracts_VORs_DeleteCostElementDeletes Cost Elements
Stored procedure (action)4Final ApproverApprove (Create VO)astp_CostMgmt_WF_Contracts_VORs_ApproveCreateVOAfter VOR is approved creates a VO and updated Cost Element record with VO reference and hyperlinks
Stored procedure (action)4Final ApproverRejectastp_CostMgmt_WF_Contracts_VORs_DeleteCostElementDeletes Cost Elements
Stored procedure (step)4StepStep finishedastp_CostMgmt_WF_Contracts_WorkflowStep_CopyToContractsCopy to Contracts
Send Notification Template4Final ApproverApproveVORCFinishedSent to step: 1 - Originating Person (sent immediately)
Send Notification Template4Final ApproverApproveVORCStep4CostEngineerSent to step: 3 - Cost Control (sent immediately)


Variation Order (workflow type: VOC)

Variation Orders - workflow processThis is the sequence of stored procedures and email notifications in Variation Orders (VOC) workflow:

SourceStepRoleActionProcedure / Notification TemplatesDescriptions
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvidedChecks if all data meets requirements
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_NominateContractAdminNominate Contract Admin
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CopyDownAttachmentsCopy attachments to step 2
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CopyDownAttachmentsToInternalCopy Attachments from public to internal in step 2
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CopydownDescriptionScheduleCopy descriptions to final descriptions
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CopyPublicCommentsToNextStepCopy public comments to next step (new)
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CopyDownHyperlinksCopy hyperlinks to internal hyperlinks
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_SetDateSubmittedsubmitted date
Stored procedure (action)1Originating PersonSubmitastp_CostMgmt_WF_Contracts_VOs_UpdateContractUpdate Cost Element VO no and hyperlink of the contract
Send Notification Template1Originating PersonSubmitVOCReadyToSignSent to step: 2 - Contract Admin (when ready to sign)
Stored procedure (action)2Contract AdminSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvidedChecks if all data meets requirements
Stored procedure (action)2Contract AdminSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CheckContractAdminChecks Contract Admin
Stored procedure (action)2Contract AdminSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CopyPublicCommentsToNextStepCopy public comments to next step (new)
Stored procedure (action)2Contract AdminSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_NominateCostControlNominate Cost Control
Stored procedure (action)2Contract AdminRecycleastp_CostMgmt_WF_Contracts_WorkflowAction_DeleteCostItemsDeletes cost items
Stored procedure (action)2Contract AdminRecycleastp_CostMgmt_WF_Contracts_WorkflowAction_DeleteCostElementsAndHyperlinkDelete Cost Element and Hyperlink for recycle
Send Notification Template2Contract AdminRecycleVOCStepRecycledSent to step: 1 - Originating Person (when ready to sign)
Send Notification Template2Contract AdminSubmitVOCAddedToRoleSent to step: 3 - Cost Control (when ready to sign)
Send Notification Template2Contract AdminSubmitVOCReadyToSignSent to step: 2 - Reviewer (when ready to sign)
Stored procedure (step)2StepStep finishedastp_CostMgmt_WF_Contracts_WorkflowAction_CheckIfNoCostImpactChecks if cost impact is disabled'
Stored procedure (action)3Cost ControlSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvidedChecks if all data meets requirements
Stored procedure (action)3Cost ControlSubmitastp_CostMgmt_WF_Contracts_WorkflowAction_NominateApproversNominates Approvers
Send Notification Template3Cost ControlRecycleVOCStepRecycledSent to step: 2 - Contract Admin (when ready to sign)
Send Notification Template3Cost ControlRecycleVOCStepRecycledSent to step: 1 - Originating Person (when ready to sign)
Send Notification Template3Cost ControlSubmitVOCReadyToSignSent to step: 4 - Additional Approver (when ready to sign)
Stored procedure (action)4Additional ApproverApproveastp_CostMgmt_WF_Contracts_WorkflowAction_CheckApprovalLevelsNot implemented
Stored procedure (action)4Final ApproverApproveastp_CostMgmt_WF_Contracts_WorkflowAction_CheckApprovalLevelsNot implemented
Stored procedure (action)4Final ApproverRejectastp_CostMgmt_WF_Contracts_VOs_DeleteCostElementDelete cost items and cost element and hyperlinks (used on Reject)
Stored procedure (action)4Final ApproverApproveastp_CostMgmt_WF_Contracts_WorkflowAction_TriggerWorkflowPageRefreshWorkflow page refresh
Stored procedure (action)4Additional ApproverRejectastp_CostMgmt_WF_Contracts_VOs_DeleteCostElementDelete cost items and cost element and hyperlinks (used on Reject)
Stored procedure (action)4Final ApproverRejectastp_CostMgmt_WF_Contracts_WorkflowAction_TriggerWorkflowPageRefreshWorkflow page refresh
Stored procedure (action)4Additional ApproverRejectastp_CostMgmt_WF_Contracts_WorkflowAction_TriggerWorkflowPageRefreshWorkflow page refresh
Stored procedure (step)4StepStep finishedastp_CostMgmt_WF_Contracts_WorkflowStep_CopyToContractsCopy to Contracts


Invoice Verifications (workflow type: IVC)

This is the sequence of stored procedures and email notifications in Invoice Verification (IVC) workflow:

SourceStepRoleActionProcedure / Notification TemplateDescription
Stored procedure (action)1OriginatorSubmitastp_CostMgmt_WF_Contracts_InvoiceVerifications_NominateRolesAdds Coordinators and Reviewers 
Stored procedure (action)1OriginatorSubmitastp_CostMgmt_WF_Contracts_InvoiceVerifications_WorkflowAction_CheckRequiredDataProvidedChecks if all data meets requirements
Stored procedure (action)1OriginatorSubmitastp_CostMgmt_WF_Contracts_InvoiceVerifications_CopyCostItemsCopy Cost Items from step 1 to step 3
Stored procedure (action)2CoordinatorBack to Step 1astp_CostMgmt_WF_Contracts_InvoiceVerifications_WorkflowAction_AddCommentsAfter rollback inserts forced comments
Stored procedure (step)2StepStep finishedastp_CostMgmt_WF_Contracts_InvoiceVerifications_CheckChecklistItemsCompleteCheck Checklist items complete in step 2
Stored procedure (action)3Cost ControlReviewedastp_CostMgmt_WF_Contracts_InvoiceVerifications_CheckWorkPackIDSelectionCheck that WorkpackID is selected in cost items step 3
Stored procedure (action)3Cost ControlReviewedastp_CostMgmt_WF_Contracts_InvoiceVerifications_NominateApproversNominate Approvers
Stored procedure (action)3Cost ControlBack to Step 2astp_CostMgmt_WF_Contracts_InvoiceVerifications_WorkflowAction_AddCommentsAfter rollback inserts forced comments
Stored procedure (step)4StepStep finishedastp_CostMgmt_WF_Contracts_InvoiceVerifications_UpdateContractorsBaselineUpdates Contractors Baselines


Month End (workflow type: ME)

This is the sequence of stored procedures and email notifications in Month-end (ME) workflow:

SourceStepRoleActionProcedure / Notification TemplateDescription
Send Notification Template1Baseline AdministratorInitiateMEAwaitingSignatureSent to step: 2 - Cost Controller (when ready to sign)
Stored procedure (action)2Baseline AdministratorSubmitastp_CostMgmt_WF_ME_RemoveCostControlCapabilitiesRemove all cost controllers capabilities.
Stored procedure (action)2Cost ControllerSubmitastp_CostMgmt_WF_ME_RemoveSingleCostControlCapabilitiesRemoves the current signing cost controller capabilities.
Send Notification Template2Baseline AdministratorSubmitMEAwaitingSignatureSent to step: 3 - Cost Controller (when ready to sign)
Send Notification Template2Cost ControllerSubmitMECostControllerSignedSent to step: 2 - Baseline Administrator (sent immediately)
Stored procedure (action)3Baseline AdministratorSubmitastp_CostMgmt_WF_ME_RemoveCostControlCapabilitiesRemove all cost controllers capabilities.
Stored procedure (action)3Cost ControllerSubmitastp_CostMgmt_WF_ME_RemoveSingleCostControlCapabilitiesRemoves the current signing cost controller capabilities.
Send Notification Template3Baseline AdministratorSubmitMEAwaitingSignatureSent to step: 4 - Cost Controller (when ready to sign)
Send Notification Template3Cost ControllerSubmitMECostControllerSignedSent to step: 3 - Baseline Administrator (sent immediately)
Stored procedure (action)4Baseline AdministratorSubmitastp_CostMgmt_WF_ME_RemoveCostControlCapabilitiesRemove all cost controllers capabilities.
Stored procedure (action)4Cost ControllerSubmitastp_CostMgmt_WF_ME_RemoveSingleCostControlCapabilitiesRemoves the current signing cost controller capabilities.
Send Notification Template4Cost ControllerSubmitMECostControllerSignedSent to step: 4 - Baseline Administrator (sent immediately)
Stored procedure (action)5Baseline AdministratorClose-Outastp_CostMgmt_WF_ME_FinalizeFinalizes the form and updates ApprovedCutOff to CurrentCutOff in Constants


Baseline Update (workflow type: BU)

This is the sequence of stored procedures and email notifications in Baseline Update (BU) workflow:

SourceStepRoleActionProcedure / Notification TemplateDescription
Send Notification Template1Baseline AdministratorSubmitBUInitiatedSent to step: 2 - Baseline Administrator (when ready to sign)
Stored procedure (action)3Baseline AdministratorSubmitastp_CostMgmt_WF_BaselineUpdates_WorkflowAction_CheckActionsTasksToBeDoneCheck if actions and tasks are done
Stored procedure (action)5Baseline AdministratorImplementastp_CostMgmt_WF_BaselineUpdates_ImplementBaselineUpdateImplement Baseline Update


Cost Changes (workflow type: CC)

This is the sequence of stored procedures and email notifications in Cost Changes (CC) workflow:

SourceStepRoleActionProcedure / Notification TemplateDescription
Stored procedure (action)1Originating PersonSubmittedastp_CostMgmt_WF_Changes_WorkflowAction_SetDateSubmittedSet Submitted Date
Stored procedure (action)2Change AdministratorReviewedastp_CostMgmt_WF_Changes_WorkflowAction_NominateCostEngineersNominates cost engineers
Stored procedure (action)2ReviewerRecycledastp_CostMgmt_WF_Changes_WorkflowAction_AddRecycleCommentAdd recycle comment to comments table
Stored procedure (action)2ReviewerRecycledastp_CostMgmt_WF_Changes_WorkflowAction_RaiseRevisionRaise revision of a workflow
Stored procedure (action)2Change AdministratorRecycledastp_CostMgmt_WF_Changes_WorkflowAction_AddRecycleCommentAdd recycle comment to comments table
Stored procedure (action)2Change AdministratorRecycledastp_CostMgmt_WF_Changes_WorkflowAction_RaiseRevisionRaise revision of a workflow
Stored procedure (step)2StepStep finishedastp_CostMgmt_WF_Changes_WorkflowAction_AddChangeToRegisterAdding Change to CostMgmt Change Register with status Proposed
Send Notification Template2Change AdministratorRecycledCCStepRecycledSent to step: 1 - Originating Person (sent immediately)
Send Notification Template2Change AdministratorReviewedCCStep4CostEngineerSent to step: 3 - Cost Engineer (when ready to sign)
Send Notification Template2ReviewerRecycledCCStepRecycledSent to step: 1 - Originating Person (sent immediately)
Send Notification Template2ReviewerReviewedCCReadyToSignSent to step: 2 - Change Administrator (when ready to sign)
Stored procedure (action)3Cost EngineerApproveastp_CostMgmt_WF_Changes_WorkflowAction_CheckEstimatesEnteredChecks if CostEngineer entered or updated estimate line before approval
Stored procedure (action)3Cost EngineerNot Applicableastp_CostMgmt_WF_Changes_WorkflowAction_CheckCostEngineersActionsChecks if there is only one Cost Engineer or all previous engineers signed 'Not Applicable'
Stored procedure (action)3Cost EngineerApproveastp_CostMgmt_WF_Changes_WorkflowAction_NominateApproversSignatureNominate Approvers
Stored procedure (step)3StepStep finishedastp_CostMgmt_WF_Changes_WorkflowAction_AddEstimatesAdd Estimates to CostMgmt Change
Stored procedure (step)3StepStep finishedastp_CostMgmt_WF_Changes_WorkflowAction_SetStatusStep3Set's status of Change WF to Pending Approval after Step 3 cost review
Send Notification Template3Cost EngineerApproveCCReadyToSignSent to step: 4 - Approver (when ready to sign)
Send Notification Template3Cost EngineerNot ApplicableCCReadyToSignSent to step: 4 - Approver (when ready to sign)
Stored procedure (action)4ApproverApprovedastp_CostMgmt_WF_Changes_WorkflowAction_NominateBaselineAdminNominate Baseline Admin
Stored procedure (action)4ApproverRecycledastp_CostMgmt_WF_Changes_WorkflowAction_AddRecycleCommentAdd recycle comment to comments table
Stored procedure (action)4ApproverRejectedastp_CostMgmt_WF_Changes_WorkflowAction_AddRejectedCommentAdd rejected comment to comments table, and set's status to Rejected
Stored procedure (action)4ApproverRecycledastp_CostMgmt_WF_Changes_WorkflowAction_DeleteEstimatesDeletes Estimates from CostMgmt Change
Stored procedure (step)4StepStep finishedastp_CostMgmt_WF_Changes_WorkflowAction_SetStatusToApprovedSet CostMgmt Change Status to Approved
Send Notification Template4ApproverApprovedCCReadyToSignSent to step: 5 - Baseline Administrator (when ready to sign)
Send Notification Template4ApproverRecycledCCStepRecycledSent to step: 1 - Originating Person (sent immediately)
Send Notification Template4ApproverRejectedCCChangeRejectedSent to step: 1 - Originating Person (sent immediately)
Stored procedure (action)5Baseline Administrator_ROLLBACKastp_CostMgmt_WF_Changes_WorkflowAction_DeleteEstimatesDeletes Estimates from CostMgmt Change
Stored procedure (step)5StepStep finishedastp_CostMgmt_WF_Changes_WorkflowAction_SetStatusToImplementedSet CostMgmt Change Status to Implemented and Copy Estimates
Send Notification Template5Baseline AdministratorImplementCCFinishedSent to step: 1 - Originating Person (sent immediately)
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