Workflow – Acronyms

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Acronyms

NOTE     Special Note used for any special request to review dataflow and/or calculations, possibly looking for a second opinion.

CORR     “DTP Correction” to image or boxing fix, so it is extremely important that the note is detailed enough to explain what needs to be corrected.

HOLD     Internal hold because waiting for further information from analyst or state, please comment this information as such in the note.  Once document is uploaded and I see the HOLD note, I will assign the document to the Hold-Calc folder.  Upon notification that further input or answer to problem is received, I will assign document back to owner, which will allow stage of document to remain as received.

IMPORTANT:

When pulling documents from the Shared-Calc folder at a PROCESS STAGE…

Check the note section to determine initial stage of the document, if a “Create→” stage, the document truly is a “Process→” stage within our department, however, if the first initial stage or path of the document reflects as a “Correction→” stage…please add note defined below.

CORRECTION STAGE

Reason:  Only at a manager level can a stage be changed.  Pulling from the Shared-Calc folder does not allow that ability thus the Manifest will be updated incorrectly as a Process Stage and not a Correction.  The note “CORRECTION STAGE” will allow the publisher (Cherie) the ability to make a notation in DataCenter as to why the document was entered into Work Flow.

        Click on Upload button (browser window will appear...Update successful!)

Click on Close button.

At this point the document Stage will change to “Completed” (PLUM colored highlighted fields) and will immediately remove from your personal Work Flow and pass back to Cindy for review. 

If any changes were made to the document, it will update in the Manifest tab of DataCenter with the assigned User Name and Calc Stage (Process). 

Note:  Once document is passed from Completed stage to Publish, it will update in the Manifest tab of DataCenter an entry under the “Done” column as an indicator for the analyst that calcs are done.  Same is true when document is passed from Completed stage at DTP level to Calcs upstream to indicate that DTP imaging is done.  

Step 7    Delete files/attachments from Desktop.