decisiondirector instructions 10/05/2015 · 2016-06-24 · information in decisiondirector will not...
TRANSCRIPT
DECISIONDIRECTOR INSTRUCTIONS10/05/2015
Thank you for agreeing to review the Florida PALM Functional and/or Technical Requirements. Agency feedback is essential as we prepare to finalize this critical phase of the Project. To collect your agency’s feedback, the requirements will be placed in a web-based toolset called DecisionDirector. You will use DecisionDirector to provide one functional and one technical response for your agency.
This presentation provides step-by-step instructions for DecisionDirector. The presentation is divided into two sections: 1) The account request process, and 2) The requirements review process.
If you have any questions or require support, please email [email protected].
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Introduction
To begin, you must request a DecisionDirector account. The next few slides will walk you through the account request process.
Only coordinators listed on the Roster of Review Coordinators by Agency will be granted a DecisionDirector account.
An Excel file with requirements will be posted on the Florida PALM Project’s website.
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Account Request Process
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Click “Next” to move on to the account request page.
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Write down the account request code “PALM.”
Review and make note of important username and password guidance.
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https://decisiondirector.com/reg_state_of_florida.htm
Enter the account request code “PALM” and click “Continue.”
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Then enter your first and last name and State of Florida email address.
You will be invited to establish a username and password. We recommend that you use the convention “Firstname.Lastname”, for your username. We strongly advise you choose a password that is NOT the same as your current agency network password.
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Click “Continue.”3
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You will be presented with a confirmation of your new DecisionDirector account. Make sure to remember the password as this is the only time it will be shown to you. You will also receive an account confirmation via email at the email address you provided. The confirmation email will not contain your password.
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Log in to DecisionDirector to confirm access and begin using the system.
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This is a sample account confirmation email. It will be sent from Advantiv(the provider of DecisionDirector).
Please ensure emails from Advantiv are allowed by your spam filter.
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You may log in to DecisionDirector at any time. The log in page is found at https://www.decisiondirector.com.
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Prior to October 12, access to DecisionDirector will reveal a sample requirements review forum. Please take a few minutes to become familiar with the simple steps of the review process.
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The sample requirements review forum will allow you to see how DecisionDirector works and to practice the review process.
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When the actual requirements review forum opens, you will be able to see and review the requirements. Please note, the requirements categories shown here are an example and not necessarily representative of the final categories.
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The following slides illustrate the DecisionDirector requirements review process. You will be asked to indicate which requirements need additional clarification or should be rewritten.
You may also provide feedback on any requirement, and you can suggest additional requirements. Please make sure to review all of the relevant requirements before suggesting additional requirements.
Functional and technical coordinators are encouraged to collaborate with each other, as well as agency subject matter experts, to complete the requirements review.
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Requirements Review Process
Information in DecisionDirector will not be redacted. Please contact [email protected] if you need to arrange a transfer of confidential/sensitive information.
DecisionDirector will present sample requirements until the actual requirements are available on 10/12/2015. In addition, an Excel file with requirements, including the area of focus designation, will be posted on the Florida PALM Project’s website to allow for searching, filtering, and intra-agency collaboration.
The actual requirements will be available for review and feedback until 11/23/2015 (when the review period closes).
Date hereEvent Name
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Requirements Review Process
Log in with your account username and password.
Go to https://www.decisiondirector.com.1
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Upon login, you will be presented with a page that provides a brief overview of the Requirements Review forum.
Click the “Collaboration” link to access and review the requirements.
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The Collaboration page organizes the requirements into folders. Each folder corresponds to a category of requirements such as Accounts Payable and Asset Management. Click the [+] to expand the folders to see and access the corresponding sections of requirements. (Please note, the requirements categories shown here are an example and not necessarily representative of the final categories.)
The Collaboration page will open and present you with a sample requirement along with the form that will be used to capture your input.
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In this example, Budget Development folder was expanded to reveal related sections of requirements such as Agency Budget Submission and Internal Agency Budget. The General requirements section was selected with a mouse click, and the corresponding requirements are presented.
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Review Process (continued)1. If you would like to gain further clarification from the project team regarding the
requirement, check the “Clarify?” box.2. If you would like to suggest a wording revision for the requirement, check the “Suggested
Rewrite?” box, and provide your revision in the Comment field.3. You may add relevant comments to any requirement.4. Continue this process for all requirements in the section.
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Review Process (continued)1. When you reach the last of the requirements in a section, you will be given the opportunity
to suggest additional requirements for that section. (This is optional.)2. To suggest a requirement, enter your requirement statement in the “Comments” field.3. When you are done with the section, click the “Save” button at the bottom of the section to
record your work.4. Continue this review process for all sections of requirements that pertain to your area.
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HINT: You can click on the title of the activity (VF: Requirements Review) or any of the major groups of requirements (e.g. KP: Accounts Payable) to see a full table of contents along with a summary of your saved work. You can click on the entries in the Table of Contents to access the requirements.
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You can log off at any time and then log back in to continue your review before the due date.
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Table of Contents entries are clickable.
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