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nameWorktag Request Templatev2.xlsx
height250


Questions for Teresa:

  1. You mentioned the worktag request framework is similiar to RBA - but is it also similar to the Gift worktag request framework?
  2. Notes:
    1. A request with multiple rows/worktags
    2. Are worktags associated with orgs?  
    3. It appears there are subforms based on the worktag or hierarchy (draft with finance functional consultant)
  3. Estimate:
    1. Design of the pages/sub-forms
    2. Routing & Approvals - Is there any editing after submission?  Assume the  security groups currently exist (the work is happening manually now)
    3. Disposition requirements - who does it?  how many people involved?  BP Admin, Security Admin?
    4. Integration to create/update worktags?
  4. Next Steps:
    1. Pre-meeting with functional consultant (Sheryl, Jerry, Thor)
    2. Talk through with Teresa

It is a brand new app, but will have similar framework, where requests will have to be validated and approved and there will probably be integrations to set the new worktags up in Workday.

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