Workflow Transitions

Workflow will involve transitioning between States (PHASE 4 changes) and will be triggered either by the system or by a user with the appropriate role

View T&P Workflow Diagram and Contract Renewal Workflow Diagram

			Transitions
	User Responsibility	Button based on "From State"	From State	To State	Shared Drive Access (View only)	Shared Drive Access at To State(View only)	Notes
1	Campus Coordinators	N/A	N/A	IN PROGRESS (101)	Applicant (Content Manager) uhtnp@hawaii.edu (Full)	Applicant (Content Manager) uhtnp@hawaii.edu (Manager)	Campus coordinators will create the application
2	System User	N/A	IN PROGRESS (101)	SUBMITTED (102)	Applicant Chancellor Coordinator	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner	The system will automatically switch the state of the applications on the application deadline on the first Friday in October, i.e. at 4:30pm on Oct. 6, 2017; email coordinator (submitted template) a list of their applicants with a link to the T&P site.
3	Coordinator	Start Review	SUBMITTED (102)	DPC REVIEW (103)	DPC committee	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner DPC committee	Coordinator will most likely fill out the committees at this point and then submit for review to the first committee Pre-transition Place "Start Review" button in the sub-banner Post-transition email the DPC committee (review template)
4	DPC Chair	Review Complete	DPC REVIEW (103)	DC REVIEW (105)	DPC committee DC	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner DC	Pre-transition Recommendation file must be uploaded in order for the button to be enabled Place button on the "Recommendations" page Post-transition email the DC committee (review template)
5	DC Chair	Review Complete	DC REVIEW (105)	DEAN REVIEW (107)	DC Dean	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner Dean	Pre-transition Recommendation file must be uploaded in order for the button to be enabled Place button on the "Recommendations" page Post-transition email the Dean committee (review template)
			Transitions
	User Responsibility	Button based on "From State"	From State	To State	Team Drive Access (View only)		Notes
6	Dean Chair	Review Complete	DEAN REVIEW (107)	TPRC REVIEW (109)	Dean TPRC	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner TPRC	Pre-transition Recommendation file must be uploaded in order for the button to be enabled Place button on the "Recommendations" page Post-transition email the TPRC committee (review template)
7A	TPRC Chair	Review Complete	TPRC REVIEW (109)	CHANCELLOR ASSESSMENT (114)	TPRC	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner	All recommendations were positive Pre-transition Recommendation file must be uploaded in order for the button to be enabled Place button on the "Recommendations" page Post-transition email the chancellor and coordinator (chancellor assessment template)
7B	TPRC Chair	Review Complete	TPRC REVIEW (109)	AWAITING APPLICANT DECISION (111)	TPRC Applicant	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner Applicant	A negative recommendation exists at any level Post-transition email the applicant (review dossier template) create a batch job to push the application to State 114 if the applicant takes no action if Tenure Only and after 5 days, push to State 114 if any other app type and after 10 days, push to State 114
8A	N/A	Review Dossier	AWAITING APPLICANT DECISION (111)	CHANCELLOR ASSESSMENT (114)		uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner	The applicant chooses NOT to review dossier Pre-transition Place "Review Dossier" button in the sub-banner Dialog Content Do you wish to review your dossier? Yes / No radial Post-transition email the chancellor and coordinator (chancellor assessment template)
8B	Applicant	Review Dossier	AWAITING APPLICANT DECISION (111)	APPLICANT REVIEWING (112)		uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner Applicant	The applicant chooses to review dossier Pre-transition Place "Review Dossier" button in the sub-banner Dialog Content Do you wish to review your dossier? Yes / No radial Post-transition email the coordinator (continue review template)
			Transitions
	User Responsibility	Button based on "From State"	From State	To State	Team Drive Access (View only)		Notes
9A	Coordinator	Continue Review	APPLICANT REVIEWING (112)	CHANCELLOR ASSESSMENT (114)	Applicant	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner	No additional material was provided by the applicant OR the TPRC recommendation was positive Pre-transition Place "Continue Review" button in the sub-banner Dialog Content Did the applicant provide additional material? Yes / No radial Post-transition email the chancellor and coordinator (chancellor assessment template)
9B	Coordinator	Continue Review	APPLICANT REVIEWING (112)	2nd TPRC REVIEW (113)	Applicant TPRC	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner TPRC	Additional material was provided by the applicant AND the TPRC recommendation was negative Pre-transition Place "Continue Review" button in the sub-banner Dialog Content Did the applicant provide additional material? Yes / No radial Post-transition email the members of the TPRC committee (2nd review template)
10	TPRC Chair	Review Complete	2nd TPRC Review (113)	CHANCELLOR ASSESSMENT (114)	TPRC	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner	Pre-transition Recommendation file must be uploaded in order for the button to be enabled Place button on the "Recommendations" page Post-transition email the chancellor and coordinator (chancellor assessment template)
11	Chancellor/Coordinator	Review Complete	CHANCELLOR ASSESSMENT (114)	END (115)	Applicant	uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner Applicant	Pre-transition Place button on the "Recommendations" page
12	Chancellor/Coordinator	Appeal	CHANCELLOR ASSESSMENT (114)	APPEALS (118)		uhtnp@hawaii.edu (Manager) Chancellor Coordinator Unit Coordinator Examiner Appeals Panel	Implement in later phase

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Red cell = Implementing at a later date Yellow cell = modifications to existing workflow

JIRAs

key	summary	type	created	updated	due	assignee	reporter	priority	status	resolution

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