Closeout

Play-Implementation

Overview

In this subprocess, we deal with the process of Travel/Agreement Closeouts.

Organization: ORG

Roles

Closeout Manager
Travel Manager
Program Manager
Overall Programs Manager
Mission Directorate Representative
Field Center Travel Manager,
Travel Specialist,
GTR,
JPL Technical Monitor,
Awardee,
Mission Advisor,
Topic Manager,
Subtopic Manager,
Budget  Personnel,
New Technology Reviewer,
Mission Directorate Representitive,
Field Center Program Manager

EHBs Developer

Preliminaries
Register Key Players
Final Deliverables
Adding Advisors
Final Closeouts
Analysis

1. Preliminaries

-Administrative Tools-
Closeout Manager
Travel Manager
Program Manager
Overall Programs Manager
Mission Directorate Representative
Field Center Travel Manager,
Travel Specialist,
GTR,
JPL Technical Monitor,
Awardee,
Mission Advisor,
Topic Manager,
Subtopic Manager,
Budget  Personnel,
New Technology Reviewer,
Mission Directorate Representitive,
Field Center Program Manager:
 Register 
 Login
 Change Password
 Forgot User ID/Password
 Frequently Asked Questions (FAQs)
 Print Instructions 
 Regulations and References
 Search Current Travels 

-Registration Approval-
Closeout Manager:
 Approve Registration

2. Register Key Players

Travel Specialist:
 Register Key Players

3. Final Deliverables

-Submit Deliverables-
Travel Specialist:
 Call For Deliverables

Awardee:
 Submit Deliverables

Travel Specialist:
 Review For Late Deliverables
 Notify Awardees of Late Deliverables

-Technical Final Deliverables-
Travel Specialist:
 Notify GTR to Review Deliverables

GTR
 Review Deliverables

Travel Specialist:
 Examine Review of Deliverables
 Notify Awardees To Resubmit Deliverables

Travel Specialist:
 Approve Deliverables

-Financial Final Deliverables-
Travel Specialist:
 Notify Field Center Travel Officer to Review Vouchers

Field  Center Travel Manager:
 Review Vouchers

Travel Specialist:
 Examine Review of Deliverables
 Notify Awardees To Resubmit Deliverables

Travel Specialist:
 Notify Accounting Officer to Process Vouchers

Travel Specialist:
 Approve Deliverables

-Other Reviews of Final Deliverables -
GTR
 Notify Others to Review Deliverables

Advisor:
 Review Deliverables 

Field Center Program Manager,
 Update FC Status Report
 
Budget  Personnel:
 Review Travel Financial Status Reports
 Cumulative Financial Reports
 
Mission Directorate Representative:
Field Center Program Manager,
Topic Manager,
Subtopic Manager,Field Center Program Manager,
 Review Deliverables

Travel Manager:
 Review Deliverables

Budget  Personnel:
 Review Travel Financial Status Reports
 Cumulative Financial Reports

Program Manager
Overall Programs Manager:
 Review Deliverables

-Field Center New Technology, CASIs, and TechTracs-
Travel Specialist:
 Notify Field Center New Technology Officer of Availability of New Technology Report
 Notify CASI Officer of Availability of Final Technical Report
 Notify TechTracs Officer of Availability of TechTracs Data

4. Adding Advisors

-Adding New Advisors-
Mission Directorate Representative:
Topic Manager,
Subtopic Manager,
Field Center Program Manager,
Program Manager
Overall Programs Manager,
Travel Manager:
 Notify New Advisor

Advisor:
 Register Advisor
 Search Current Travels 
 Reply From New Advisor

Mission Directorate Representative:
Topic Manager,
Subtopic Manager,
Field Center Program Manager,
Program Manager
Overall Programs Manager,
Travel Manager:
 Request to Add Advisor 

Travel Specialist:
 Add New Advisors
 
-Advisor Reviews-
Advisor:
 Review Deliverables

5. Final Closeouts

-Final Closeout-
Travel Specialist:
 Notify Traveling Officer to Review Closed Travels

Travel Specialist:
 Close Travel

6. Analysis

Closeout Manager
Travel Manager
Program Manager
Overall Programs Manager
Mission Directorate Representative
Field Center Travel Manager,
Travel Specialist,
GTR,
JPL Technical Monitor,
Awardee,
Mission Advisor,
Topic Manager,
Subtopic Manager,
Budget  Personnel,
New Technology Reviewer
Field Center Program Manager:
 Report Tools