Form Status Rules and Email Notifications

From ProStar Geocorp

This help topic is an outline of each Status and the rules that apply.

 

Pending

Email Notifications My Notifications Tasks Form State Status Workflow
No notifications are sent upon save of a form or report in the Pending status. No tasks will display in the My Notifications window. The form or report is simply saved, and is still available for edit. From Pending, users can only move the form or report into the Submitted status.

 

Submitted

Email Notifications My Notifications Tasks Form State Status Workflow
Operation Maint Forms: Email notification will be sent to the Supervisor as selected on tab A of the form. For the Supervisor, a task will display in the My Notifications window. Users can still edit the form or report  if it has not yet been Approved. However, users will not be able to modify the Status of the form or report. From the Submitted status, Adminusers can change the status to either Approved or Rejected.
Pigging and Leak Reports: Email notification will be sent to the Supervisor selected on the first tab of the report.      


Approved

Email Notifications My Notifications Tasks Form State Status Workflow
No emails sent upon Approval. Operations Maint Forms: For GIS Administrator, task will display in the My Notification window. Form is only available for edit by Adminusers. If the Approver needs to change the Status, they will need to contact an Adminuser to have the status changed to PendingSubmitted, or Rejected.
  Pigging and Leak Reports: For Submitter, task will display in the My Notification window. The Status field is locked for all users except Admin users.

 

Rejected

Email Notifications My Notifications Tasks Form State Status Workflow
Operation Maint Forms: Email notification is sent to the Submitter, requesting that the form be corrected and resubmitted. Operation Maint Forms: For Submitter, tasks will display in the My Notificationswindow. Form is available for edit by Edit users. Once a form has been moved into the Rejected status, an Admin user can change the status to ApprovedPending, or Submitted.
Pigging and Leak Reports: Email notification is sent to the Submitter, requesting that the form be corrected and resubmitted. Pigging and Leak Reports: For Submitter, tasks will display in the My Notifications window.    

 

Operation Maintenance Tab F  P&ID Change 

Tab F displays one notification option. If the P&ID Change radio button is set to YES, the following rules apply:

Email Notifications My Notifications Tasks Form State Status Workflow
Email notification is sent to the P&ID Administrator. For the P&ID Administrator, tasks will display in the My Notificationswindow. Form is available for edit by edit users. NA

 

Operation Maintenance Features (Valves, points, lines, comments, etc...) 

For each Feature that is created, if the Notify GIS Technician radio button is set to YES, the following rules apply:

Email Notifications My Notifications Tasks Form State Status Workflow
Email notification is sent to the GIS Administrator. For the GIS Administrator, tasks will display in the My Notifications window. The feature item is available for edit by edit users. NA

 

Appendix'Form Section Requirements'

The table below outlines the Section required to complete each specific form.

Note: All forms require that Section A and the Manager Section be completed.

Form Required Sections
Visual Pipe Inspection (External and Internal) A - General Information, B - Visual Pipe Inspection, Status Tab
CP Installation A - General Information, B - Visual Pipe Inspection, C - CP Protection Installation/Repair, Status Tab
Pipeline Installation and/or Repair A - General Information, B - Visual Pipe Inspection, D - Pipeline Repair/Installation, Status Tab
ROW Maintenance A - General Information, E - ROW Maintenance, Status Tab
Facility Equipment Install & Repair A - General Information, F - Facility Maintenance, Status Tab
Foreign Line Crossing (Utility or Pipeline) Not Exposing Company Line A - General Information, G - Foreign Line Crossing, Status Tab
Foreign Line Crossing (Utility or Pipeline) Exposing Company Line A - General Information, B - Visual Pipe Inspection, G - Foreign Line Crossing, Status Tab
Abandoned or Idled Pipeline A - General Information, H - Abandoned Idled, Status Tab
Add Information to Map A - General Information, I - Add to Map/Alignment Sheet, Status Tab