Prioritization Items to Discuss

1. Custodial fund change timeline (AOS)

   1. Budgetary vs EMIS reporting: still waiting for a response from ODE

2. Custom forms for emailing bills and config option for message body

   1. Will review roadmap to see when this work can be completed

3. Workflows

   1. Need to be able to bypass next person in workflow and send transaction up the workflow

   2. Must be able to approve or reject transaction back to originator

   3. Various workflows within a district, depending on originator of transaction

   4. Configuration option for workflows and options for user permissions

   5. Creation of workflows by admins, assign users to specific workflows

   6. RAM allows for assigning a user to workflow so every time they create a requisition it will flow through the workflow

      1. they also have a (type code) field that is assigned to a workflow setup so you can send the transaction through a different workflow if needed

         1. ability to select from available workflows for that user from a drop down list

   7. PO workflows: since retirement and distributions now post directly to POs, districts will want an approval process for these

   8. when req approved and converted to po, notification to requisitioner should include the PO number

   9. signature overlays, form fields

   10. PO change order requests workflow: if a po needs to be modified it would have to go through an approval process.

       1. amending a po would automatically go through a workflow approval; would like the ability to turn this on/off

   11. workflows for amending POs prior to expending the money; as long as the PO is still open it can be amended

       1. would like this to tie into a rule that would fire if the invoice exceeds a certain percentage of the original encumbrance.

4. Items from the floor?  None