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Approvers/Functional Leads
1.) What circumstances would cause you, acting as an Approver/Functional Lead, to edit a request?
2.) Given question 1, what sort of edits do you make?
3.) Given question 1, what is the current process for making such edits? For example, do you email the Coordinator to tell them you made the change? Do you just forward it on to the Banner Id Management people?
4.) What information do you need to see in the summary table of requests pending your approval?
5.) What information do you need to see in the summary table of past handled requests?
6.) What information do you need to see in a detailed listing of a request? Currently, I'm planning on showing the User's information, the Coordinator's information, a listing of all past requests, a listing of all current permissions, the status of other Functional Leads' actions on this request, a history of all actions of this request, and the form through which you Approve/Deny the individual parts of this request. Too much information? Not enough? what else?
Coordinators
7.) A request was made for giving the ability to copy another user's permissions. Does this ever happen in the current process? For example, do you ever dig up an old email to copy the permission requested? Or do you ever tell the BIM staff "Make the permissions like so-and-so?" How often would this feature likely be used?
8.) What would be the most useful information to include in a summary table of pending requests?
9.) What information do you need to see regarding the details of a request? Right now I have: basic user information (name, contact info), date the request was made, approval status, ferpa status, comments, and the list of forms/classes requested. Anything else?
Banner Id Management (BIM)
10.) BIM staff get termination reports which cause them to immediately cancel an account. When this occurs, are there any other actions taken? Such as notifying a Coordinator, or sending email to the affected User?
11.) Given the previous question, are there any other "back-door" actions that the BIM staff make?
12.) What information do you want to see in the summary table of pending requests?
13.) What information do you want to see in the summary table of past requests?
14.) Would you ever need to edit a completed request? I don't mean editing an account, I mean a specific request. Under what circumstances would you edit it?
