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- You mentioned the worktag request framework is similiar to RBA - but is it also similar to the Gift worktag request framework?
- Notes:
- Would we allow multiple worktags on a request? (e.g., a Spend Category & Revenue Category requires a Ledger Account - but assume the new Ledger Account would be a separate request).
- Assume that values are provided for selection (e.g., a list of Ledger Accounts). Will we need a value of 'New Ledger Account' if a new one is being requested?
- Related Worktag Usage report/task to see which worktag types are required (e.g., Project requires Default Fund)
- Some Worktags require a bp and some don't. (Most do not have a bp - gift and project have a bp)A request with multiple rows/worktags
- Are worktags associated with orgs?
- It appears there are subforms based on the worktag or hierarchy (draft with finance functional consultant)
- Estimate:
- Design of the pages/sub-forms
- Routing & Approvals - Is there any editing after submission? Assume the security groups currently exist (the work is happening manually now)
- Disposition requirements - who does it? how many people involved? BP Admin, Security Admin?
- Integration to create/update worktags?
- Next Steps:
- Pre-meeting with functional consultant (Sheryl, Jerry, Thor)
- Talk through with Teresa
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