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CIT STANDARD OPERATING PROCEDURE

Monthly review of Hosting rebill activity

Procedure Number:
SOP 2010-000

Related Processes and Procedures:
None

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

 

 

 

 

 

 

0.9

Final Draft

 

 

1.0

Approved Document

 

 

 

 

BACKGROUND AND PURPOSE

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, Requirements or Dependencies should be included.

  • 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

(If this section is not required, indicate "Not Applicable" rather than removing this section from the document).

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.
Refresh if necessary

 

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.

 

 

 

 

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?

APPENDICES and ATTACHMENTS follow the approval block.

Approvals

Name

Function

Comments

Signature

Date

 

Director

 

 

 

 

Service Owner

 

 

 

 

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).

 

(Add any attachments that may have been too large to include in the main text portion of this document.  Label as Attachment 1, Attachment 2, etc.)
 

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