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Process Flow Diagram
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Process Flow Chart
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Role Performing Task
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Process Task Number
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Task
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Input for Task
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From
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Output for Task
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To
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Media or Application
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Assessor
...
1
...
Assessor Assignment/ Update
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New Jira Screening Ticket, Assessor assignments and availability
...
Assessor Assignment query
...
Assessor Assigned, Jira ticket status update
...
Assessor
...
Jira ticket
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Assessor
...
2
...
Monitor Deficiencies
...
CCR Auto-updates
...
TWC
...
Screening Results, Jira Ticket status update
...
NA
...
Engage/ Jira Ticket
...
Assessor
...
3
...
Criteria Met?
...
Screening Results
...
Assessor Screening
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Determination if Criteria is Met
...
NA
...
Engage
...
Assessor
...
4
...
If No:
Auto-Generated Event Log and go to step 5
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Deficiencies Identified
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Assessor Screening
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Auto-Generated Event Log
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Assessor
...
Engage
...
Assessor
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5
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If Yes:
Document Upload
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Required and supporting documentation upload
...
Assessor
...
No Deficiencies Identified, Jira Ticket status update
...
Assessor
...
Engage/ Jira Ticket
...
Assessor
...
6
...
Was there an Impact?
...
Screening Results
...
Assessor
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Determine if Impact occurred
...
Assessor
...
Engage
...
Assessor
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7
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If No:
Event Log (Manual creation for No Deficiencies) and go to step 21
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Screening Results
...
Assessor
...
Jira Ticket Status update
...
Assessor
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Engage/ Jira
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Assessor
...
8
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If Yes:
Identify Type of Impact based on Findings
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Screening Results
...
Assessor
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Determine Type of Impact
...
Assessor
...
Engage
...
Assessor
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9
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Event Log Creation (TRS Probation Event or Star Level Change)
...
Screening Results
...
Assessor
...
Event Log Created, Jira Ticket Status update
...
Assessor
...
Engage/ Jira
...
Assessor
...
10
...
Impact Notification (includes form completion)
...
Screening Results
...
Assessor
...
Completed Impact Notification and Form, Jira Ticket Status update
...
ELP, Assessor, LWB, Mentor
...
Engage/ Email/ Jira
...
Assessor
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11
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CCR Screening (End of Probation or Star Level Drop Period
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Jira trigger or reminder of Impact Period End
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Assessor
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Screening Results and Jira Ticket Status update
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Assessor
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Engage/ Jira
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Assessor
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12
...
Screen Criteria Met?
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Screening Results
...
Assessor
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Screening Criteria
...
Assessor
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Engage
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Assessor
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13
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If Yes:
Impact Ended (Probation Lifted or Star Level Reinstated) Go to step 21
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Screening Results
...
Assessor
...
Probation lifted or Star Level Reinstated, Jira Ticket Status update
...
Assessor
...
Engage/ Jira Ticket
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Assessor
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14
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If Suspension:
Event Log Creation (Suspension Type)
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Screening Results
...
Assessor
...
Event Log created, Jira Ticket Status update
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Assessor
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Engage/ Jira
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Assessor
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15
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Impact Notification (Includes form completion)
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Screening Results
...
Assessor
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Completed Impact Notification and Form, Jira Ticket Status update
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ELP, Assessor, LWB, Mentor
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Engage/ Email/ Jira
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Assessor
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16
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Gulf Coast LWB Only, so far as we know, Review ELD Points Threshold Monthly
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ELD Points Threshold
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Assessor
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ELD Points Threshold Calculated
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Assessor
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Engage
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Assessor
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17
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Gulf Coast LWB Only, so far as we know, Notify HGAC of Threshold Monthly
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ELD Points Threshold Calculated
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Assessor
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Notification of the ELD Points Threshold Monthly
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HGAC
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Email/ Report
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Assessor
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18
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Gulf Coast LWB Only, so far as we know, Create Event Log tracking ELD Points Threshold Monthly
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ELD Points Threshold Calculated
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Assessor
...
ELD Points Threshold Calculated
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Engage
...
Engage
...
Assessor
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19
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Gulf Coast LWB Only, so far as we know, Determine if ELD Point Threshold was Met
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ELD Points Threshold Calculated
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Assessor
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Determine if ELD Point Threshold was or was not met
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Assessor
Engage
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Assessor
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20
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If Yes for step 19:
Identify if Impact (Suspension) is ended; If No go to step 16
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Impact End Date: Impact Ended
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Assessor
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Identification of Impact End date, Jira ticket status update
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Assessor
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Engage/ Jira
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Assessor
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21
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If Yes for step 20::
Notify LWB
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Impact Ended
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Assessor
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Email Notification; Jira Ticket Status update
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LWB/ Mentor
...
...
Assessor
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22
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If No for step
Gulf Coast LWB Only, so far as we know, CCS Agreement Ended Notification (Notify the Payment office of the CCS agreement
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ELD Threshold Point Met Determination - Not Met
...
Assessor
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CCS Agreement Ended and Notification to Payment office; Jira Ticket Status closed
...
Payment office
...
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Roles and Responsibilities
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Informed (I) roles: need to be looped in the progress of the task, but not consulted or overwhelmed with the details. The task could affect their work, but they are not decision makers for the task. Usually outside the and are not a required responsibility for the task.
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Quarterly Screening
Tasks \Roles
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All Assessors
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Assessor I
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Assessor II
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Assessor III
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Research Assistant
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Research Coordinator
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Manager
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Senior Manager
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Director
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Logistics/ Fidelity Monitor Team
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LWB/ Mentor
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ELP Representative
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Stakeholder
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Assessor Assignment/ Update; Jira Ticket Status update
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A R
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Monitor Deficiencies (in Engage); Jira Ticket Status update
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A
...
R
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Determine:: Criteria is Met?
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A
...
R
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Document upload
...
A
...
R
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Determine: Was there an Impact?
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A
...
R
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Event Log Creation (No Deficiencies)
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A
...
R
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Determine: Type of Impact based on Findings
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A
...
R
...
I
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Event Log Creation (Specific to type of Impact) Jira Ticket Status update
...
A
...
R
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Impact Notification (includes form completion) Jira Ticket Status update
...
A
...
R
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CCR Screening; Jira Ticket Status update
...
A
...
R
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Determination: Was Screening Criteria Met? Jira Ticket Status update
...
A
...
R
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Determination: Impact Ended; Jira Ticket Status update
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A
...
R
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Review ELD Points Threshold (GC Only)
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A
...
R
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I
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Notify LWB of Point Threshold (GC Only)
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A
...
R
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I
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Create Event Log (ELD Point Threshold for GC Only)
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A
...
R
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CCS Agreement End Notification (GC only notify Payment office)
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A
...
R
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I
...
I
...
I
...
I
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LWB Notification/ Jira ticket status update
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A
...
R
...
I
...
II
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