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About
Type: User Documentation
10-Aug-2023
|
Ona Leontjevaite
In this article
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:
| Source | Step | Role | Action | Procedure / Notification Template | Description |
|---|---|---|---|---|---|
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_NominateContractAdmin | Nominate Contract Admin |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CopydownDescriptionSchedule | Copies schedule impact description and milestone description to section 3 if required |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvided | Checks if all data meets requirements |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_SetDateSubmitted | Sets date submitted |
| Send Notification Template | 1 | Originating Person | Submit | VORCReadyToSign | Sent to step: 2 - Contract Admin (when ready to sign) |
| Stored procedure (action) | 2 | Contract Admin | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckContractAdmin | Checks Contract Admin |
| Stored procedure (action) | 2 | Contract Admin | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_NominateCostControl | Nominate Cost Control |
| Stored procedure (action) | 2 | Contract Admin | Recycle | astp_CostMgmt_WF_Contracts_WorkflowAction_CopySignatureCommentToVORsComments | Copies a forced signature comment from atbl_Workflows_WorkflowsStepsSignatures to atbl_CostMgmt_WF_Contracts_VORsComments |
| Stored procedure (action) | 2 | Contract Admin | Recycle | astp_CostMgmt_WF_Contracts_WorkflowAction_DeleteCostElementsAndHyperlink | Delete Cost Element and Hyperlink for recycle |
| Stored procedure (action) | 2 | Contract Admin | Recycle | astp_CostMgmt_WF_Contracts_WorkflowAction_DeleteCostItems | Deletes cost items |
| Send Notification Template | 2 | Contract Admin | Submit | VORCReadyToSign | Sent to step: 2 - Reviewer(s) (when ready to sign) |
| Send Notification Template | 2 | Contract Admin | Submit | VORCReadyToSign | Sent to step: 3 - Cost Control (when ready to sign) |
| Stored procedure (step) | 2 | Step | Step finished | astp_CostMgmt_WF_Contracts_VORs_CreateCostElement | Creates Cost Elements |
| Stored procedure (step) | 2 | Step | Step finished | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckIfNoCostImpact | Checks if cost impact is disabled' |
| Stored procedure (action) | 3 | Cost Control | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvided | Checks if all data meets requirements |
| Stored procedure (action) | 3 | Cost Control | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_NominateApprovers | Nominate Approvers according to Approval level |
| Stored procedure (action) | 3 | Cost Control | Recycle | astp_CostMgmt_WF_Contracts_VORs_DeleteCostElement | Deletes Cost Elements |
| Send Notification Template | 3 | Cost Control | Recycle | VORCStepRecycled | Sent to step: 1 - Originating Person (when ready to sign) |
| Send Notification Template | 3 | Cost Control | Recycle | VORCStepRecycled | Sent to step: 2 - Contract Admin (when ready to sign) |
| Send Notification Template | 3 | Cost Control | Submit | VORCReadyToSign | Sent to step: 4 - Additional Approver (when ready to sign) |
| Send Notification Template | 3 | Cost Control | Submit | VORCReadyToSign | Sent to step: 4 - Final Approver (when ready to sign) |
| Stored procedure (action) | 4 | Additional Approver | Reject | astp_CostMgmt_WF_Contracts_VORs_DeleteCostElement | Deletes Cost Elements |
| Stored procedure (action) | 4 | Final Approver | Approve (Create VO) | astp_CostMgmt_WF_Contracts_VORs_ApproveCreateVO | After VOR is approved creates a VO and updated Cost Element record with VO reference and hyperlinks |
| Stored procedure (action) | 4 | Final Approver | Reject | astp_CostMgmt_WF_Contracts_VORs_DeleteCostElement | Deletes Cost Elements |
| Stored procedure (step) | 4 | Step | Step finished | astp_CostMgmt_WF_Contracts_WorkflowStep_CopyToContracts | Copy to Contracts |
| Send Notification Template | 4 | Final Approver | Approve | VORCFinished | Sent to step: 1 - Originating Person (sent immediately) |
| Send Notification Template | 4 | Final Approver | Approve | VORCStep4CostEngineer | Sent 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:
| Source | Step | Role | Action | Procedure / Notification Templates | Descriptions |
|---|---|---|---|---|---|
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvided | Checks if all data meets requirements |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_NominateContractAdmin | Nominate Contract Admin |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CopyDownAttachments | Copy attachments to step 2 |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CopyDownAttachmentsToInternal | Copy Attachments from public to internal in step 2 |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CopydownDescriptionSchedule | Copy descriptions to final descriptions |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CopyPublicCommentsToNextStep | Copy public comments to next step (new) |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CopyDownHyperlinks | Copy hyperlinks to internal hyperlinks |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_SetDateSubmitted | submitted date |
| Stored procedure (action) | 1 | Originating Person | Submit | astp_CostMgmt_WF_Contracts_VOs_UpdateContract | Update Cost Element VO no and hyperlink of the contract |
| Send Notification Template | 1 | Originating Person | Submit | VOCReadyToSign | Sent to step: 2 - Contract Admin (when ready to sign) |
| Stored procedure (action) | 2 | Contract Admin | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvided | Checks if all data meets requirements |
| Stored procedure (action) | 2 | Contract Admin | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckContractAdmin | Checks Contract Admin |
| Stored procedure (action) | 2 | Contract Admin | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CopyPublicCommentsToNextStep | Copy public comments to next step (new) |
| Stored procedure (action) | 2 | Contract Admin | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_NominateCostControl | Nominate Cost Control |
| Stored procedure (action) | 2 | Contract Admin | Recycle | astp_CostMgmt_WF_Contracts_WorkflowAction_DeleteCostItems | Deletes cost items |
| Stored procedure (action) | 2 | Contract Admin | Recycle | astp_CostMgmt_WF_Contracts_WorkflowAction_DeleteCostElementsAndHyperlink | Delete Cost Element and Hyperlink for recycle |
| Send Notification Template | 2 | Contract Admin | Recycle | VOCStepRecycled | Sent to step: 1 - Originating Person (when ready to sign) |
| Send Notification Template | 2 | Contract Admin | Submit | VOCAddedToRole | Sent to step: 3 - Cost Control (when ready to sign) |
| Send Notification Template | 2 | Contract Admin | Submit | VOCReadyToSign | Sent to step: 2 - Reviewer (when ready to sign) |
| Stored procedure (step) | 2 | Step | Step finished | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckIfNoCostImpact | Checks if cost impact is disabled' |
| Stored procedure (action) | 3 | Cost Control | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckRequiredDataProvided | Checks if all data meets requirements |
| Stored procedure (action) | 3 | Cost Control | Submit | astp_CostMgmt_WF_Contracts_WorkflowAction_NominateApprovers | Nominates Approvers |
| Send Notification Template | 3 | Cost Control | Recycle | VOCStepRecycled | Sent to step: 2 - Contract Admin (when ready to sign) |
| Send Notification Template | 3 | Cost Control | Recycle | VOCStepRecycled | Sent to step: 1 - Originating Person (when ready to sign) |
| Send Notification Template | 3 | Cost Control | Submit | VOCReadyToSign | Sent to step: 4 - Additional Approver (when ready to sign) |
| Stored procedure (action) | 4 | Additional Approver | Approve | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckApprovalLevels | Not implemented |
| Stored procedure (action) | 4 | Final Approver | Approve | astp_CostMgmt_WF_Contracts_WorkflowAction_CheckApprovalLevels | Not implemented |
| Stored procedure (action) | 4 | Final Approver | Reject | astp_CostMgmt_WF_Contracts_VOs_DeleteCostElement | Delete cost items and cost element and hyperlinks (used on Reject) |
| Stored procedure (action) | 4 | Final Approver | Approve | astp_CostMgmt_WF_Contracts_WorkflowAction_TriggerWorkflowPageRefresh | Workflow page refresh |
| Stored procedure (action) | 4 | Additional Approver | Reject | astp_CostMgmt_WF_Contracts_VOs_DeleteCostElement | Delete cost items and cost element and hyperlinks (used on Reject) |
| Stored procedure (action) | 4 | Final Approver | Reject | astp_CostMgmt_WF_Contracts_WorkflowAction_TriggerWorkflowPageRefresh | Workflow page refresh |
| Stored procedure (action) | 4 | Additional Approver | Reject | astp_CostMgmt_WF_Contracts_WorkflowAction_TriggerWorkflowPageRefresh | Workflow page refresh |
| Stored procedure (step) | 4 | Step | Step finished | astp_CostMgmt_WF_Contracts_WorkflowStep_CopyToContracts | Copy to Contracts |
Invoice Verifications (workflow type: IVC)
This is the sequence of stored procedures and email notifications in Invoice Verification (IVC) workflow:
| Source | Step | Role | Action | Procedure / Notification Template | Description |
|---|---|---|---|---|---|
| Stored procedure (action) | 1 | Originator | Submit | astp_CostMgmt_WF_Contracts_InvoiceVerifications_NominateRoles | Adds Coordinators and Reviewers |
| Stored procedure (action) | 1 | Originator | Submit | astp_CostMgmt_WF_Contracts_InvoiceVerifications_WorkflowAction_CheckRequiredDataProvided | Checks if all data meets requirements |
| Stored procedure (action) | 1 | Originator | Submit | astp_CostMgmt_WF_Contracts_InvoiceVerifications_CopyCostItems | Copy Cost Items from step 1 to step 3 |
| Stored procedure (action) | 2 | Coordinator | Back to Step 1 | astp_CostMgmt_WF_Contracts_InvoiceVerifications_WorkflowAction_AddComments | After rollback inserts forced comments |
| Stored procedure (step) | 2 | Step | Step finished | astp_CostMgmt_WF_Contracts_InvoiceVerifications_CheckChecklistItemsComplete | Check Checklist items complete in step 2 |
| Stored procedure (action) | 3 | Cost Control | Reviewed | astp_CostMgmt_WF_Contracts_InvoiceVerifications_CheckWorkPackIDSelection | Check that WorkpackID is selected in cost items step 3 |
| Stored procedure (action) | 3 | Cost Control | Reviewed | astp_CostMgmt_WF_Contracts_InvoiceVerifications_NominateApprovers | Nominate Approvers |
| Stored procedure (action) | 3 | Cost Control | Back to Step 2 | astp_CostMgmt_WF_Contracts_InvoiceVerifications_WorkflowAction_AddComments | After rollback inserts forced comments |
| Stored procedure (step) | 4 | Step | Step finished | astp_CostMgmt_WF_Contracts_InvoiceVerifications_UpdateContractorsBaseline | Updates Contractors Baselines |
Month End (workflow type: ME)
This is the sequence of stored procedures and email notifications in Month-end (ME) workflow:
| Source | Step | Role | Action | Procedure / Notification Template | Description |
|---|---|---|---|---|---|
| Send Notification Template | 1 | Baseline Administrator | Initiate | MEAwaitingSignature | Sent to step: 2 - Cost Controller (when ready to sign) |
| Stored procedure (action) | 2 | Baseline Administrator | Submit | astp_CostMgmt_WF_ME_RemoveCostControlCapabilities | Remove all cost controllers capabilities. |
| Stored procedure (action) | 2 | Cost Controller | Submit | astp_CostMgmt_WF_ME_RemoveSingleCostControlCapabilities | Removes the current signing cost controller capabilities. |
| Send Notification Template | 2 | Baseline Administrator | Submit | MEAwaitingSignature | Sent to step: 3 - Cost Controller (when ready to sign) |
| Send Notification Template | 2 | Cost Controller | Submit | MECostControllerSigned | Sent to step: 2 - Baseline Administrator (sent immediately) |
| Stored procedure (action) | 3 | Baseline Administrator | Submit | astp_CostMgmt_WF_ME_RemoveCostControlCapabilities | Remove all cost controllers capabilities. |
| Stored procedure (action) | 3 | Cost Controller | Submit | astp_CostMgmt_WF_ME_RemoveSingleCostControlCapabilities | Removes the current signing cost controller capabilities. |
| Send Notification Template | 3 | Baseline Administrator | Submit | MEAwaitingSignature | Sent to step: 4 - Cost Controller (when ready to sign) |
| Send Notification Template | 3 | Cost Controller | Submit | MECostControllerSigned | Sent to step: 3 - Baseline Administrator (sent immediately) |
| Stored procedure (action) | 4 | Baseline Administrator | Submit | astp_CostMgmt_WF_ME_RemoveCostControlCapabilities | Remove all cost controllers capabilities. |
| Stored procedure (action) | 4 | Cost Controller | Submit | astp_CostMgmt_WF_ME_RemoveSingleCostControlCapabilities | Removes the current signing cost controller capabilities. |
| Send Notification Template | 4 | Cost Controller | Submit | MECostControllerSigned | Sent to step: 4 - Baseline Administrator (sent immediately) |
| Stored procedure (action) | 5 | Baseline Administrator | Close-Out | astp_CostMgmt_WF_ME_Finalize | Finalizes 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:
| Source | Step | Role | Action | Procedure / Notification Template | Description |
|---|---|---|---|---|---|
| Send Notification Template | 1 | Baseline Administrator | Submit | BUInitiated | Sent to step: 2 - Baseline Administrator (when ready to sign) |
| Stored procedure (action) | 3 | Baseline Administrator | Submit | astp_CostMgmt_WF_BaselineUpdates_WorkflowAction_CheckActionsTasksToBeDone | Check if actions and tasks are done |
| Stored procedure (action) | 5 | Baseline Administrator | Implement | astp_CostMgmt_WF_BaselineUpdates_ImplementBaselineUpdate | Implement Baseline Update |
Cost Changes (workflow type: CC)
This is the sequence of stored procedures and email notifications in Cost Changes (CC) workflow:
| Source | Step | Role | Action | Procedure / Notification Template | Description |
|---|---|---|---|---|---|
| Stored procedure (action) | 1 | Originating Person | Submitted | astp_CostMgmt_WF_Changes_WorkflowAction_SetDateSubmitted | Set Submitted Date |
| Stored procedure (action) | 2 | Change Administrator | Reviewed | astp_CostMgmt_WF_Changes_WorkflowAction_NominateCostEngineers | Nominates cost engineers |
| Stored procedure (action) | 2 | Reviewer | Recycled | astp_CostMgmt_WF_Changes_WorkflowAction_AddRecycleComment | Add recycle comment to comments table |
| Stored procedure (action) | 2 | Reviewer | Recycled | astp_CostMgmt_WF_Changes_WorkflowAction_RaiseRevision | Raise revision of a workflow |
| Stored procedure (action) | 2 | Change Administrator | Recycled | astp_CostMgmt_WF_Changes_WorkflowAction_AddRecycleComment | Add recycle comment to comments table |
| Stored procedure (action) | 2 | Change Administrator | Recycled | astp_CostMgmt_WF_Changes_WorkflowAction_RaiseRevision | Raise revision of a workflow |
| Stored procedure (step) | 2 | Step | Step finished | astp_CostMgmt_WF_Changes_WorkflowAction_AddChangeToRegister | Adding Change to CostMgmt Change Register with status Proposed |
| Send Notification Template | 2 | Change Administrator | Recycled | CCStepRecycled | Sent to step: 1 - Originating Person (sent immediately) |
| Send Notification Template | 2 | Change Administrator | Reviewed | CCStep4CostEngineer | Sent to step: 3 - Cost Engineer (when ready to sign) |
| Send Notification Template | 2 | Reviewer | Recycled | CCStepRecycled | Sent to step: 1 - Originating Person (sent immediately) |
| Send Notification Template | 2 | Reviewer | Reviewed | CCReadyToSign | Sent to step: 2 - Change Administrator (when ready to sign) |
| Stored procedure (action) | 3 | Cost Engineer | Approve | astp_CostMgmt_WF_Changes_WorkflowAction_CheckEstimatesEntered | Checks if CostEngineer entered or updated estimate line before approval |
| Stored procedure (action) | 3 | Cost Engineer | Not Applicable | astp_CostMgmt_WF_Changes_WorkflowAction_CheckCostEngineersActions | Checks if there is only one Cost Engineer or all previous engineers signed 'Not Applicable' |
| Stored procedure (action) | 3 | Cost Engineer | Approve | astp_CostMgmt_WF_Changes_WorkflowAction_NominateApproversSignature | Nominate Approvers |
| Stored procedure (step) | 3 | Step | Step finished | astp_CostMgmt_WF_Changes_WorkflowAction_AddEstimates | Add Estimates to CostMgmt Change |
| Stored procedure (step) | 3 | Step | Step finished | astp_CostMgmt_WF_Changes_WorkflowAction_SetStatusStep3 | Set's status of Change WF to Pending Approval after Step 3 cost review |
| Send Notification Template | 3 | Cost Engineer | Approve | CCReadyToSign | Sent to step: 4 - Approver (when ready to sign) |
| Send Notification Template | 3 | Cost Engineer | Not Applicable | CCReadyToSign | Sent to step: 4 - Approver (when ready to sign) |
| Stored procedure (action) | 4 | Approver | Approved | astp_CostMgmt_WF_Changes_WorkflowAction_NominateBaselineAdmin | Nominate Baseline Admin |
| Stored procedure (action) | 4 | Approver | Recycled | astp_CostMgmt_WF_Changes_WorkflowAction_AddRecycleComment | Add recycle comment to comments table |
| Stored procedure (action) | 4 | Approver | Rejected | astp_CostMgmt_WF_Changes_WorkflowAction_AddRejectedComment | Add rejected comment to comments table, and set's status to Rejected |
| Stored procedure (action) | 4 | Approver | Recycled | astp_CostMgmt_WF_Changes_WorkflowAction_DeleteEstimates | Deletes Estimates from CostMgmt Change |
| Stored procedure (step) | 4 | Step | Step finished | astp_CostMgmt_WF_Changes_WorkflowAction_SetStatusToApproved | Set CostMgmt Change Status to Approved |
| Send Notification Template | 4 | Approver | Approved | CCReadyToSign | Sent to step: 5 - Baseline Administrator (when ready to sign) |
| Send Notification Template | 4 | Approver | Recycled | CCStepRecycled | Sent to step: 1 - Originating Person (sent immediately) |
| Send Notification Template | 4 | Approver | Rejected | CCChangeRejected | Sent to step: 1 - Originating Person (sent immediately) |
| Stored procedure (action) | 5 | Baseline Administrator | _ROLLBACK | astp_CostMgmt_WF_Changes_WorkflowAction_DeleteEstimates | Deletes Estimates from CostMgmt Change |
| Stored procedure (step) | 5 | Step | Step finished | astp_CostMgmt_WF_Changes_WorkflowAction_SetStatusToImplemented | Set CostMgmt Change Status to Implemented and Copy Estimates |
| Send Notification Template | 5 | Baseline Administrator | Implement | CCFinished | Sent to step: 1 - Originating Person (sent immediately) |
In this article