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atd-amanda's Introduction

AMANDA

AMANDA is an enterprise case managment system used my multiple City of Austin departments.

The Austin Transportation Department uses AMANDA to manage the following "case" types:

Permits:
  • Driveway/Sidewalk
  • Excavation
  • Film
  • Parking
  • Sidewalk Cafe & Street Patio
  • Street Event
  • Street Vendor
  • Temporary & Annual Valet
  • Temporary Use of Right of Way
Review:
  • Utility Coordination
  • Traffic Impact Analysis
  • Small Cell
Licensing:
  • ROW Contractor
  • Valet Operator

Login

Production:

https://amandaprod.coacd.org/AMANDA5/AMANDAi.jsp

Test:

http://amandawebtest/AMANDA5/AMANDAi.jsp

Stakholder Divisions

  • Arterial Management
  • Finance and Administration
  • Right of Way Management
  • Transportation Development Review
  • Transportation Engineering
  • Office of Special Events

atd-amanda's People

Contributors

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Stargazers

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Watchers

James Cloos avatar Frank Hereford avatar avatar Arkadeep Bandyopadhyay avatar Sergio García avatar Patrick McDonnell avatar Kenneth Perrine avatar Billy Howland avatar Jace Deloney avatar avatar Chia Berry avatar avatar Frederick Shotlow avatar avatar avatar

atd-amanda's Issues

ATD AMANDA Backlog — Unisys

Work on the ATD AMANDA Backlog delivered by Unisys.

  • Sync w/ Stacey Wuest regarding proper process for this engagement
  • Sync w/ Peggy from finance
  • Add this to CMGB portfolio
  • Send documentation to Unisys; requesting estimate
  • Sync w/ Peggy on estimate; get finance approval for estimate & work
  • Request spending authority from CMGB

Migrated to atd-data-tech #1515

ROW Contractor Pick List Update in Portal Application

Description: Update the ROW Contractor selection list on DS & EX portal applications, so that only valid options for the applicant are available. (Definition of 'valid' needs to be defined.)

-Paloma 7/11/18

Request Date: 2018-11-29 16:41:00

Request ID: DTS18-103025

Status: Backlog

Customer Priority: 0

Level of Effort: Minor

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5c006b019d6b98510ec13cfc

Migrated to atd-data-tech #1761

New User Account BeatyC

Create a new AMANDA user account for Curtis Beaty.

  • Complete NURF form
  • Create account in test
  • Submit HD ticket to promote account to prod.
  • Verify CTM created account and customer is satisfied

Unauthorized ROW Permit Edits

Last week ROW staff found that other COA department employees have been updating ROW permit folders while they are in review. This can be a conflict of interst, for a permit applicant to have AMANDA permissions to edit their own permit.

Tasks:

  • Query all AMANDA users with button permissions for AMANDA ROW permit folders (EX, RW, UC, LC). DS and ECV folders are shared with other departments and were not included in this scope.
  • Present the queried data in a useful way to allow ROW managers to make an informed decision on how to resolve the possible conflict of interest.

Update RW Permit Renewal Process for Performance Measure Reporting

Description: We cannot calculate the number of review requests reviewed on time for TURPS, Annual Valet, and Street Vendor permits because the AMANDA folder doesn't have a comprehensive renewal workflow.

Request Date: 2018-11-01 21:13:00

Request ID: DTS18-101700

Status: Backlog

Customer Priority:

Level of Effort: Project

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5bdbb2bc9f8b7042a0d62321

Migrated to atd-data-tech #1994

Parking Permit Description to Info Copy Bug

Description: The project description provided during the online application process use to populate the Reason for Request info field (#75940) on the Info Tab. This is no longer the case however it is a desired fix. The field is mandatory so PLAs must copy the description provided into this field now in order to proceed with permit review/issuance.

Request Date: 2018-11-29 17:06:00

Request ID: DTS18-103065

Status: Backlog

Customer Priority: 0

Level of Effort: Minor

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5c0070fc5f6f0d4aac83c330

Migrated to atd-data-tech #1823

Out-of-System Fees (Audit Request)

Out-of-System Fees

AKA # 49 Out of Process TCP Fees, # 211 New GF Subtype, ROW's #1 Priority, Outstanding Audit Request

Note: We discovered that both these issues are part of the same user story.
- #211 will be closed

Stakeholders: Paloma, Kim, Mooney

User Story: As the ATD Cashier at Toomey, I need to record all fees i accept in one system of record. The few remaining fees not in AMANDA should be added ASAP.

User Story: As the person paying an 'out of process' fee, I need to be able to pay those fees online.

Future State:
When ROW staff need to collect an 'out of process' fee

  1. In AMANDA, create a new GF folder, choose subtype ATD
  2. Add the project location (site address) to the folder property tab
  3. Add people record types Applicant, and Billed-To to the people tab
  4. Need SME Input Complete required info fields on the info tab
    • Kim was unsure if TCP Review staff will want any info tab fields. Perhaps the TCP #?
  5. Insert & bill the fee(s), provide customer with the invoice
    • The folder status will be 'Pending Payment'
  6. The customer pays the fee
  7. The folder status updates to 'Payment Complete' -End Process-
  • Brandi is best to ask for a list of fees collected outside of AMANDA
  • The General Fees (GF) folder in AMANDA is what other departments are using to record fees outside of a specific case folder
  • TCP Review Fee is being collected manually
    • Need SME Input
    • Amount? Flat Fee - no logic
    • Name of Fee?
    • ATD Surcharge?

Old Description: ROW Fee audit recommendation that out of process TCP review fees be captured in AMANDA ASAP.
Two Options TBD:

  1. Create new fee and apply it on existing folder types
  2. Create new (very simple) folder and fee

Request Date: 2018-12-03 13:37:00

Request ID: DTS18-103160

Status: Backlog

Customer Priority: 0

Level of Effort: Minor

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5c058609a3cc99085ea2bb6f

Migrated to atd-data-tech #1951

Add CPO Review Process to Certain Folders in AMANDA

Description: Mobility Bond Review process needs to be added to:
The UC folder - All of Them.
SCP folder- as needed with the info tab y/n
LM folder - (already working w/ Andy to make this happen)
EX- All new installations in the corridor area
RW - Long term closures in the corridor area

Request Date: 2018-12-14 17:20:00

Request ID: DTS18-103345

Status: Backlog

Customer Priority: 0

Level of Effort: Minor

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5c143ad37eb1fd0863b146e8

Migrated to atd-data-tech #1521

Feature: Unpaid Fee Flag on Permit Issuance

Unpaid Fee Flag

AKA # 46 Unpaid Fee Flag on Permit Issuance (Audit Request)

Stakeholders: Paloma, Kim, Mooney

User Story: As a ROW permit analyst (PLA), I need to know if any of the folder people have unpaid ROW fees BEFORE the permit is issued, so I can place the permit on hold and attempt to collect the outstanding fee(s).

Current State:

  1. The PLA, prior to permit approval, performs manual research to identify any unpaid ROW fees for ALL people listed on the people tab (Contractor, applicant, contact, whoever).
    • They do not collect fees billed before 10/1/2013.
  2. If no outstanding fees are identified, the permit is issued. End process.
  3. If outstanding ATD fees are identified, the PLA provides the outstanding fee information to the person/entity responsible for payment.
    • So if there are 3 unique people/entities on the permit, each entity will be provided with their unique fee information.
    • The people/entities are provided with instructions for paying, all outstanding bill numbers, and the total for each bill number.
  4. The PLA adds a note to the folder description: "Pending Outstanding Fee Payment **TL"
  5. The customer will pay the fees, either online or in person.
  6. The customer notifies PLA of payment
    • When this step is missed, it leads to customers working in the ROW without an approved permit
  7. PLA issues the permit. End Process.

Future State:

  1. Folder issuance is attempted, either by a user from the folder tab, or by a system procedure like post payment.
    • We need to be sure any new procedure doesn't cause payment update failures when the fees are paid online. (Put simply, lets learn from the issues caused by the Post Payment upgrade.)
    • This feature may have to be split into 2 features, one for running this procedure when issuance is initiated by the user from the folder tab, and another for running this procedure when issuance is initiated by a post payment procedure. Will need LIT feedback on this.
  2. The system performs the unpaid fee verification
    • See # 1 in Current State; the system needs to do this instead of the PLA
    • Query all unpaid fees for each people record on the people tab. Of those fees, exclude any not in folder types RW, EX, LC, ECV, GF, or DS. Of those fees, exclude any created prior to 10/1/2013. Now you have a list of qualifying fees.
  3. If qualifying fees are found, an alert window opens informing the PLA that unpaid fees were found.
    • The window will display this text: A people record related to this permit has unpaid ROW fees!
      • Stakeholder input needed. Please provide feedback on the proposed content of the alert window:
        image
    • The window will facilitate the following actions:
      • Allow the user to click a button to continue with permit issuance
      • Allow the user to click a button to abort the permit issuance, and view information related to the qualifying fees
      • The people invoice list view is an example of how we might provide the user with data about the qualifying fees:
        image
  4. PLA will provide the unpaid fee information (see list view above) to the customer, and note 'Pending Outstanding Fee Payment**' in the folder description.
    • If it's possible to email the 'list view' of unpaid fees to the customer from the window in AMANDA, that would be ideal Will need LIT feedback on this.
  5. Customer pays
    • Jump to # 8 if customer does not pay
  6. AMANDA notifies the PLA (or perhaps a resource task list?) that the permit needs to be issued Stakeholder input needed. How would they most like to be notified?
  7. PLA issues the permit. End Process.
  8. Stakeholder input needed. Will ROW need/want to know that these fees are still unpaid after a certain amount of time? For example, a monthly report emailed by the system with info about all 'fee flag alerts' that occurred in the previous month; only include info for fees that are still unpaid.
    • This would be another story/feature however LIT needs to be aware of the reporting requirement when developing the fee flag feature.

Old Description: Requesting an alert to notify analysts when there are unpaid fees affiliated with any people records tied to a folder. Something similar to the current alert received when an analyst attempts to issue a permit that has violations affiliated with an address records tied to a folder.

Request Date: 2018-11-29 17:12:00

Request ID: DTS18-103080

Status: Backlog

Customer Priority: 0

Level of Effort: Small Project

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5c00727bd1bf2c4a9f4d268c

Migrated to atd-data-tech #1518

Meeting: ACE & ROWMAN Calendar Conflict

5/2/19 8:30am

Gathering members of both ACE & ROWMAN projects, and DTS team members to better understand this issue, discuss possible solutions, and next steps.

Create New ROW Performance Measure Report

Description: Report Parameters:

  • Number of Permits Submitted (DS, EX, RW (Minus ACE & Valet License))
  • Percentage of Permits Reviewed on Time (Same permits as above. Review time is 5 business days. Start date is folder in-date. Due date trigger is folder status changing from "Internet Pending" to whatever status is next.
  • Number of Permits Issued
  • Total # of SCP Applications Received (from beginning)
  • Number of SCP Approved
  • Average # of days to approve SCP

Request Date: 2018-08-03 00:00:00

Request ID: DTS18-100405

Status: In Progress

Customer Priority:

Level of Effort: Minor

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5b64ce53eddce60a7050a41a

Migrated to atd-data-tech #1872

ACE & ROWMAN Calendar Conflict

The ACE Project has a user story that overlaps with a ROWMAN/ROWAC user story: ROW Conflict Calendar. The ACE team is working towards their calendar deliverable to be complete by the end of May, which will have a negative impact on ROW’s use of the Conflict Calendar.

AOB Approval - New Status for UC & LM Folders

UC & LM folders require a new folder status of 'Pending Customer Action'. AOB approval is required.

  • Get on AOB agenda
  • Present need @ AOB meeting
  • FWD approval to Unisys & AMANDA Support team

ATD Backlog Cleanup

Clean up the backlog.
Group like items together, and arrange them into logical sprint groups.

User Account Updates

JenkinsJ - Add power user permissions for TIA folder.

  • Update NURF form
  • Update test user account
  • Create CTM HD ticket
    - HD # 1941232 submitted.

PenaIZ - Add power user permissions for DS folder.

  • Update NURF form
  • Update test user account
  • Create CTM HD ticket
    - HD # 1941236 submitted.

Automate CC Email to Site & Sub

Description: 2/28/18 - Maria Becker should be copied on all EX permits except AWU. This may be updated to include DS permits.

8/3/18 Update - SSI has a group email account now. Send the permits to that email address instead of Maria.

Request Date: 2018-11-29 16:36:00

Request ID: DTS18-103020

Status: Backlog

Customer Priority: 0

Level of Effort: Minor

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5c0069f1efe6294ca5e476c6

Migrated to atd-data-tech #1877

TCI Deficiencies Ease of Use

Description: User Story From Richard: "The issue with the Amanda system when logging my deficiencies is if I have multiple missing items checked ( Missing barricade, missing sign, missing TCP) when adding my comments all task are listed as missing for each one. This makes it hard to determine if I am logging the correct deficiencies under the correct code/tab."

Request Date: 2018-08-30 16:24:00

Request ID: DTS18-101110

Status: Backlog

Customer Priority:

Level of Effort: Small Project

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5b8860a3c2b2757bb36b1e94

Migrated to atd-data-tech #1582

Portal SC Approval For UC LM Updates

Portal Subcommittee approval is required for updates related to contractor self-assignment on the UC & LM folders.

  1. What: New pin verification feature for the UC & LM Self-Assignment workflows. This ‘Pin Verification’ page is in dev right now. It populates immediately after the applicant submits the folder permit number. If the applicant types in the folder ROW ID #, the self-assignment workflow will continue.
    Why: SMEs require a 2 step verification process for these 2 folder types for security reasons. This is necessary to prevent unauthorized access to the UC & LM folders.
    Impact: This change will only apply to UC & LM folders. There are no anticipated effects on any other folders or workflows.

  2. What: Update to the Self-Assignment Contractor Selection Page for UC & LM workflows. We’d like to change the word “Contractor” to “Applicant”.
    Why: The word contractor implies a person who does physical work. This will confuse UC & LM applicants, as this process does not involve physical work.
    Impact: This change will only apply to UC & LM folders. There are no anticipated effects on any other folders or workflows.

  • Send out vote request to PSC
  • FWD approval to Unisys & AMANDA Support Team

PWD Street Cut Report

From Ryan Ward / Jim Dale (see below). Needed by July 1, 2019:

•Pull expired permits from AMANDA that involved street cut activities on a monthly basis.
↪️ This can be done on a monthly basis. Tracy could setup a report to run on the day of the month needed.
•Street cut activities include excavation that impacts the street, curb or sidewalk.
↪️ All of the above would be included (EX & DS).
• We need to create a query that pulls info from the XXXXX and YYYYY fields in AMANDA.
↪️ Most likely we would query from the Folder Type and Folder Status fields but that could depend on the ask.
• We can begin providing these reports on the 1st of ZZZZZ.
↪️ This would be a Tracy ask, regarding when she could build the query, but tentatively I would say July 1, 2019.
• We need to know who to send to at PWD.
↪️ At a high-level this would need to go to the groups that Molly Ritter, Angela Johnson, and Mark Cole supervise. Uncertain if there would be others as well.

New TCI Inspector Report

Description: Inspectors need a report in AMANDA that will show them everything they did between a range of dates, grouped by the deficiency status.

(Make this work without looking at who the process is assigned to.) Can we make this based on the inspector location instead of the inspector's name?

Request Date: 2018-11-29 17:16:00

Request ID: DTS18-103085

Status: Backlog

Customer Priority: 0

Level of Effort: Minor

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5c007353569bed108658fda7

Migrated to atd-data-tech #1630

Error on (50075) Right-of-Way Admin Process "Reactivated” Attempt

Description: The “reactivated” attempt result on folder process (50075) Right-of-Way Admin will update the folder status to ‘Active’ without checking the folder expiration date. You could inadvertently reactivate an expired permit if you aren’t paying attention.
Update process code to validate the folder expiration before saving the attempt result.

Request Date: 2018-08-10 00:00:00

Request ID: DTS18-100550

Status: Backlog

Customer Priority:

Level of Effort: Minor

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5b6d1c6a2195fc66fa656c81

Migrated to atd-data-tech #1968

EX & DS Permit Template Update

Description: The "Conditions" field from the Folder Tab is renamed as "Instructions" on printed/e-mailed versions of the EX folders and as "Comments" on printed/e-mailed versions of the DS folders.

We would like for the print template for both of these folder types to instead state "Conditions".

Also, The location description portion prints on a 3rd page (EX permits, this is a bug).

https://trello.com/c/iMdk9cf0/19-print-permit-template

Request Date: 2018-11-29 16:21:00

Request ID: DTS18-102995

Status: Backlog

Customer Priority: 0

Level of Effort: Minor

DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5c006664cf5d5d4b2af64ac3

Migrated to atd-data-tech #1893

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