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Workflows

Update

Notes/Description

Window of Work/Enviro

Assigned to:

Due Date

Pre Work

Release Night

Will we be importing/exporting moving forward? We need to replace inspection WF prior to 2025 inspection year. Dependent of WF, Need list of WF’s that need updating ON Release night vs pre-release night.

We do not have a plan for WF w/ new forms.

Workflow Components - Tips and Definitions (parent child)

Amy doesn’t know what this field means

Amy

Adrienne

Francie

Danielle

Kristen

Kevin wants WF/Forms ready by 3/15 for SIT/TtT

Amy

Needs of Release Night

Create Release night to do lists and who will be there. Mary will attend, Holli will be in Alaska, Robert? Danielle committed (if child care is not an issue)

Configure the CWS Permit workflow to implement the timer correctly (fixed in 15). Must be updated in situ.  The Advanced Property has to be set on 7 steps. Add the Property and the Property Description as shown in the image below 

image-20240226-194647.png

Mary

or soon after

Update external tasks to assign to more than one contributor role

List of workflows TBD.
Mostly it’s modifying form tasks to assign to both
Activity Creator | Certifier

Kristen

?

Notifications

Update

Notes/Description

Email announcements

internal and external

Adrienne

Website updates

Adrienne

Templates

Update

Notes/Description

Assigned to:

Forms

Create/Update

Notes/Description

Assigned to:

EH Inspection forms

Pre-work

Adrienne/Francie Danielle/Kristen back-up

We added Form Year and Form Month default settings. All of our existing form templates need to be updated.

Set them to Current Month

Static Content

Update

Notes/Description

Assigned to:

Add Help text for the Create Septage Hauler Widget and all the other Create entity screens for the external user. This text is displayed in the blue banner.  

  1. Campground: -Sarah Rottiers (Francie)

  2. Septage Hauler: - Matt (Adrienne)

  3. Septage Waste Receiving Facility: Matt (Adrienne)

  4. Swimming Pool Establishment:  Starla (Francie)

What is the text?

Adrienne/Francie - chase down Program Staff by ?? date

Kristen - will perform pre work by ?? date

Danielle - will update on Release night

External Welcome Message and Alert--Standard

New Release information, link to articles in Confluence

Adrienne

External Welcome Message and Alert--LHD

New Release information, link to articles in Confluence

Regina wants something added to help LHD OWM customers understand why they’re not seeing OWM ‘stuff’

Adrienne

Ariel had convo w/ program staff re: need content for static content

Update Messages Disclaimer Static Content Area to include info about being disabled: 
new message from Brittany

❌Messaging is disabled on activities prior to submission. Contact your EGLE representative by email or phone if you have questions prior to submission. Keep messages professional and related to this Activity. Do not post sensitive or personal information. Messages cannot be edited and may be subject to FOIA. If you need technical assistance, email EGLE-MiEHDWIS@michigan.gov.

Update fields Form Year, Form Month, File Year, File Month, Field Help - Document Year, Field Help - Document Month

Name

Component

Description

Content

Field Help - Document Year

Obsolete as of version 15

Set Inactive Date, change Description, delete Content

File Year

Help text for the File Year field on the File Details edit screen

File Year should be set to the year describing the file's content. For example, the file year for an annual report should reflect the year represented by the data in the report NOT the year it was submitted.

Update description and content

Form Year

Help text for the "Form Year" located on the dynamic form details screen.

Form Year should be set to the year describing the form's content. For most forms, it will be the current year.

Update description

Field Help - Document Month

Obsolete as of version 15

Set Inactive Date, change Description, delete Content

File Month

Help text for the File Month field on the File Details edit screen

File Month should be set to the month describing the file's content. For example, the file month for a Monthly Operations Report should reflect the month represented by the data in the report NOT the month it was submitted.

Update description and content

Form Month

Help text for the "Form Month" located on the dynamic form details screen.

Form Month should be set to the year describing the form's content. For most forms, it will be the current month.

Update description

Training Needs

Affected Users

Item

What’s Needed

Assigned to:

Internal - All

Received Date → Submitted Date

Email, update Confluence

Francie/Adrienne/Danielle

Internal - Campgrounds

Additional Campground Search Fields (WATER-6424)

Email

Internal - All

Pre-submitted work (can’t see pre-submitted work, can’t delete externally sourced activity, can’t modify received date)

Email, training

Adrienne Schafer
MiEHDWIS Release 15 Rule School Session

Internal - All

Archiving Files (WATER-6475)

Email, KBA, training

Internal by Districts

confirmation from Brandon -he offered to send out follow- up email encouraging/voluntelling staff to attend.

Plan to start on May 8th and continue every Wed afternoon thereafter.

Training on:

  • Spotlight

  • Saved Searches

  • Ability to check others' messages (Worker Dashboards)

  • Linking

  • Engineers not reviewing & changing status correctly.

Training

Adrienne Schafer

(tick) MiEHDWIS District Training PowerPoint created

External

Global File Upload (WATER-4640)

KBA, Video

Adrienne Schafer

External

New Dashboards (WATER-5403)

KBA, Video

External

Print Dynamic Form (WATER-5836)

KBA

External

Work Item → Activity

Update Confluence

External

New Activity Overviews (WATER-6361, 6362)

Update Confluence

External

Remove button on Attachments card (WATER-6363)

Update Confluence

External

Create Entities (WATER-6418, 6419, 6420, 6421, 6423)

KBA, Video

External

Pre-submitted work

Update Confluence

External

Archiving Files (WATER-6475)

KBA, Video

External

LHD Dashboard

KBA, Video, additional communications to OWM LHD staff as OWM is not represented on the dashboard yet

Internal/External

For internal users that interact with LHDs and the LHD staff.  For OCM, we'll need a plan for onboarding the LHD staff that we'll give Edit roles for maintaining the information. Ability for LHD staff to maintain their contacts.

Water-6774

KBA, Video

RELEASE16

Training Plan

Train the Trainer (KL&A)

External

Internal

May 13, 2024

Every Wednesday

Utilize Rule School - scheduled week prior to Release

Rel 15 - incorporate LHD and EH external user staff

By District

Demo Days - June 17th

Open Office Hours (Friday)

Help from SME’s, if possible

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