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Executive Correspondence Use Case Workflow

The following table maps steps in the workflow of executive correspondence (as identified in the Executive Correspondence Management Use Case Specification - Manage Correspondence from Receipt to Resolution Version 1.0 (DRAFT) produced by PWGSC's RDIMS Office) with their associated metadata elements.

Manage Correspondence
from Receipt to Resolution
Metadata
Required at Each Step
3.1 Basic Flow - Manage paper based correspondence
3.1.1 Start of Use Case  
3.1.2 User Searches Solution for Existing Correspondence  
3.1.3 Solution Displays Search Form  
3.1.4 User Enters Search Criteria agentRole
3.1.5 Solution displays Search Result Window with Search Results  
3.1.6 User Accesses Registration Form  
3.1.7 Solution Populates Entry Form with Default Values  
3.1.8 User Registers Correspondence accessRights
agentIdentifier
correspondenceLanguage
correspondenceType
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
fileCode
folderType
(externalIdentifier)
identifier
objectStatus
sensitivity
3.1.9 User Scans and Saves Correspondence agentIdentifier
attachmentProfile
dataFormat
eventDateTime
eventType
identifier
sensitivity
textField
trusteeIndividualName
3.1.10 User Assigns Task to Multiple Groups [or a single group] agentIdentifier
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
identifier
objectCategory
objectStatus
requiredAction
sensitivity
3.1.11 Solution Routes Folder  
3.1.12 User Reviews Correspondence Request agentIdentifier correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
identifier
objectCategory
objectStatus
requiredAction
sensitivity
3.1.13 User Prepares and Attaches Input agentIdentifier
3.1.14 User Completes Task agentIdentifier
attachmentProfile
eventDateTime
eventType
objectStatus
3.1.15 Solution Routes Folder  
3.1.16 User Reviews Input agentIdentifier
attachmentProfile
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
identifier
objectCategory
objectStatus
requiredAction
sensitivity
3.1.17 User Prepares Draft Reply agentIdentifier
3.1.18 User Submits Draft Reply for Review and Approval agentIdentifier
attachmentProfile
eventDateTime
eventType
objectStatus
3.1.19 Solution Routes Folder  
3.1.20 User from Group #1 Approves Reply agentIdentifier
attachmentProfile
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
identifier
objectCategory
objectStatus
requiredAction
sensitivity
3.1.21 Solution Routes Folder  
3.1.22 User from Group #2 Approves Reply agentIdentifier
attachmentProfile
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
identifier
objectCategory
objectStatus
requiredAction
sensitivity
3.1.23 Solution Routes Folder  
3.1.24 User Prepares Final Reply agentIdentifier
3.1.25 User Submits Reply for Signature agentIdentifier
attachmentProfile
eventDateTime
eventType
objectStatus
3.1.26 Solution Routes Folder  
3.1.27 User Reviews and Signs Final Reply agentIdentifier
attachmentProfile
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
identifier
objectCategory
objectStatus
requiredAction
sensitivity
3.1.28 Final Reply sent to Correspondent agentIdentifier
attachmentProfile
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
identifier
objectCategory
objectStatus
requiredAction
sensitivity
3.1.29 User Assigns Task to Group to Complete Folder agentIdentifier
attachmentProfile
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
identifier
objectCategory
objectStatus
requiredAction
sensitivity
securityClassification
textField
3.1.30 Solution Routes Folder  
3.1.31 User Scans and Saves Signed Reply agentIdentifier
attachmentProfile
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
identifier
objectCategory
objectStatus
requiredAction
sensitivity
3.1.32 User Closes Folder agentIdentifier
attachmentProfile
eventDateTime
eventType
fileCode
objectStatus
3.2 Alternative Flows
3.2.1 Manage Electronic Correspondence from Receipt to Resolution accessRights
agentIdentifier
correspondenceLanguage
correspondenceType
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
fileCode
folderType
(externalIdentifier)
identifier
objectStatus
sensitivity
3.2.2 Reassign Tasks accessRights
agentIdentifier
correspondenceLanguage
correspondenceType
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
fileCode
folderType
(externalIdentifier)
identifier
objectStatus
sensitivity
3.2.3 Create Sub-Tasks to Additional Groups accessRights
agentIdentifier
correspondenceLanguage
correspondenceType
correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType
eventDateTime
eventType
fileCode
folderType
(externalIdentifier)
identifier
objectStatus
sensitivity
3.2.4 Revisions Required to Draft Reply before Approval Given agentIdentifier
attachmentProfile
eventDateTime
eventType
fileCode
objectStatus
3.2.5 Revision Required to Final Reply before Signature agentIdentifier
attachmentProfile
eventDateTime
eventType
fileCode
objectStatus
3.2.6 Final Reply will not be Sent agentIdentifier
attachmentProfile
eventDateTime
eventType
fileCode
objectStatus
3.3 Exception Flows
3.3.1 Mandatory Fields Not Entered  
3.3.2 Duplicate Correspondent Entered correspondentAddress
correspondentAssociated
correspondentContactInformation
correspondentName
correspondentOrganization
correspondentPrimaryContact
correspondentSalutation
correspondentTitle
correspondentType

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