*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
CIT STANDARD OPERATING PROCEDURE
Monthly review of Hosting rebill activity
Procedure Number: | Related Processes and Procedures: |
All text in "blue" should be removed from this document prior to release as final draft.
Revision History
Date | Author | Version | Description | ||
4/27/10 | jca8 | 0.0 | New Document | ||
|
|
|
| ||
5/6/11 | jca8 |
| | 0.9 | Final Draft |
|
| 1.0 | Approved Document | ||
|
|
|
|
...
The purpose of this document is to describe the procedure for monthly review of re-bill activity for the hosting environments. This review is important in order to insure customers are billed appropriately.
SERVICES
(Specifically what services are covered within this procedure? What other services do these services depend on?)
Services included within the scope of this document are indicated below: The Service Owner, Service Manager and services the included services depend on are also listed. (This is a required section for this document.)
Included Service | Service Owner | Service Manager | Service Dependencies | ||||
|---|---|---|---|---|---|---|---|
LAMP Hosting | Donna Taber | Jon Atherton |
| ||||
Static Web Hosting | Donna Taber | Jon Atherton |
| ||||
ColdFusion Hosting | Donna Taber | Nate Reimer |
| ||||
CommonSpot Hosting | Donna Taber | Nate Reimer |
| ||||
Portal Hosting | Donna Taber | Jon Atherton |
| Enterprise Document Management | Donna Taber | Rich Marisa |
|
SCOPE
(What is in scope and what is not in scope for this procedure?)Monthly review and validation of Hosting re-bill activity as part of the monthly billing process.
CARD (Contingencies, Assumptions, Requirements, Dependencies)
(Indicate contingencies, assumptions, requirements and dependencies not indicated elsewhere which are required for execution of this procedure.)Any relevant Contingencies,
- Assumptions
...
- Contingencies describe "what if" scenarios and how to accommodate them.
- Assumptions: Working knowledge of OBIEE reports, Activity reports and Remedy
- Requirements: OBIEE Reporting dashboard for Activity; Activity Reports; Remedy
- Dependencies: Monthly billing process
...
TASK DESCRIPTION
Provide a description of the individual tasks which constitute the SOP. Flow chart diagrams may be included for clarity.)
Task Number | Task Description | Responsible Party |
|---|---|---|
1. | Launch OBIEE and select Activity from the Interactive Dashboard list |
|
2. | Select Applied Hours by Project tab |
|
3. | Set filter |
|
3.1. | Select Fiscal year month for month being reviewed |
|
3.2 | Select Project name: All projects beginning with Hosting |
|
3.3 | Run filter |
|
4. | In the Applied Hours by Project report, select "Applied hours by project & staff" view in drop-down list. |
|
5. | For each re-bill Activity number returned use the following process: |
|
5.1 | In Activity reports select the "Time entries by start/end weeks and project" report. |
|
5.2 | Select Activity number from drop-down list. |
|
5.3 | Set report parameters start and end weeks to correspond with current month and view report |
|
5.4 | Refer to comments section for each entry in the report and look the incident up in Remedy to determine appropriateness to bill. |
|
5.5 | If Activity has not been frozen for the month, ask the individuals to make and corrections deemed necessary; if Activity is frozen, corrections need to go to Ann. |
|
6. | Once all corrections are made, confirm with Ann that activity for the month has been reviewed. |
|
|
|
|
Generate report from Remedy ISIS queue | yc115 | |
1.1 | Assign billable hours | yc115 |
1.2 | Export to spreadsheet | yc115 |
1.3. | Send spreadsheet to jca8 | yc115 |
2 | Look up incident in Remedy and assign customer number to each billable entry | jca8 |
2.1 | Confirm Customer id by name look-up | jca8 |
2.2 | Save report and send to Sandi | jca8 |
|
|
|
PEOPLE
(Indicate functional units, titles of individuals who are both responsible and accountable for this SOP. If applicable, indicate skill sets required to execute the SOP in the event that the assigned individuals are not in a capacity to do so.)Roles and responsibilities should be included in this section. Accountable individual or functional group for this standard operating procedure should be indicated. In the event that individuals or functional units specified cannot perform their function as described in this procedure, what skill sets would be required to perform the standard operating procedure?)
ISIS Team Lead (yc115)
Hosting service manager (jca8)
APPENDICES and ATTACHMENTS follow the approval block.
...
Name | Function | Comments | Signature | Date |
|---|---|---|---|---|
| Director |
|
|
|
| Service Owner |
|
|
|
Jon Atherton | Service Manager |
|
|
|
Appendix A: First Appendix
Include any material for Appendix A as referenced in the main document.
(If this Appendix is not required, remove this appendix from the document).
Appendix B: Second Appendix
Include any material for Appendix B as referenced in the main document.
Add additional appendices, as required.
(If this Appendix is not required, remove this appendix from the document).
...
Jon Atherton | 5/6/11 |