This section contains information about the Creation, Management of Task and Contract related Deliverables. 


Availability

All users that have have Deliverable Administrator permissions


Navigation

Global Navigation Bar > Modules > Deliverables > Deliverables/Package List.


Section Topics

The Deliverables Lists topic is comprised of the following main topics:


  • Creating a Deliverable Definition 
  • Creating a Deliverable Package



Creating Deliverables Summary

The deliverables lists display the definition and the individual packages of all iSite Deliverables.The Deliverable Definitions list outlines the group, properties, schedule, and audience of a set deliverables. Every deliverable package must be contained within a deliverable definition.  The deliverable package list allows a user to view individual deliverable packages that are contained within a deliverable definition. 



Creating a Deliverable Definition 

When on the deliverable definition list, 


Properties

  • Deliverable Number - A Unique Number or short set of text that will be used to identify the deliverable definition. 
  • Title - Unique naming convention identifier. This shall represent a unique title for the Deliverable
  • Description - Can contain anything describing what the Deliverable contains, such as a SOW reference, etc.  
  • Category - Unique identifier that separates one or a group of deliverable definitions. Choices can be added via iSite Administrator. 
  • Level - A deliverable definition can be created at two levels. These levels are defined when the definition is created to either Contract or Task. 
    • Contract - A deliverable that is not specific to a singular Task. (Note: This will make a singular package for each scheduled deliverable date/dates)
    • Task - A deliverable that is specific to a Task or Group of Tasks (Note: This will make a package for each Task for scheduled deliverable date/dates)
      • Task Specific - This definition selection will create packages for the selected Tasks for scheduled deliverable date/dates.  (Note: This selection will NOT automatically include new Tasks that are created.  An administrator will have include new tasks for this definition.)
      • Task Group - This definition selection will create packages for Tasks that are associated with iSite Groups for scheduled deliverable date/dates. (Note: This selection WILL automatically include new Tasks that are created and associated with the selected iSite Group.)
      • CLIN - This definition selection will create packages for Tasks that are associated with iSite Groups for scheduled deliverable date/dates. (Note: This selection WILL automatically include new Tasks that are created and associated with the selected iSite CLIN.)
  • Action Lead - The action lead is the personnel that is responsible for attaching and submitting the  deliverable packages. The action lead can be defined the ways below.
    • User - Select a Specific user that is responsible submitting deliverable package. 
    • Security Group -A pre-selected group of users in a security group that is responsible for submitting the deliverable package. 
    • Role - A user or group of users assigned to a isite Task Level Role in iSite that is responsible for submitting the deliverable package.
  • Is Active? -This selection will determine if deliverable packages are created immediately after saving the deliverable definition is saved. 



Schedule 

  • Schedule Type  
  • Due Date
  • Begin Work

  • Reviewer Deadline -  
  • Warning Threshold - 
  • Frequency - 
  • Require Comments





In certain cases in which the weekend nudge factor and holiday nudge factor conflict with one another. The holiday nudge factor will be used and skip the weekend.


  • Artifacts 
  •        Title
  •        Description
  •        Form Template
  •        Required?


  • Notification Template
  • Send To


  • View Audience
  • Reviewer Audience


In certain cases in which the weekend nudge factor and holiday nudge factor conflict with one another. The holiday nudge factor will be used and skip the weekend.


This topic under construction 

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