Name of the process - Raise New Demand Request
Process Goal - To collect and review all purchase requests and prepare them for the procurement steps.
Trigger - Purchase need has been identified by a Core Contributor.
Customer - Service Units and Core Contributors
Actors - Core Contributor, Team/Project Lead (Budget Owner),
Systems/Environment -
Data objects -
Process Description - WIP
Name of the process - Raise Travel Request
Process Goal - Get approval for the traveling and expenses associated
Trigger - Event date is approaching/an event has been identified
Actors - Core Contributor, Project/Team Lead, PeopleOps Partner, Finance manager
Customer - Core Contributor, PeopleOps partner
Steps and decision points -
Data objects - New Demand Request, Budget
Systems/Environment - Spiff, BBHR, StatusApp, GSheets?
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Orgdata from BBHR, Categories from a DB, Currencies from Xero
Review budget step should be performed here
purpose+travel details + exceptions
budget + purpose, exceptions/out of policy
add check budget, same as for procurement
Typeform