Reimbursement Process Details - Revision history

Hblankenship at 15:02, 26 April 2019

2019-04-26T15:02:10Z

Hblankenship at 15:00, 26 April 2019

2019-04-26T15:00:49Z

Mtesauro: Added link to doc about how to find past OSD requests

2018-12-19T18:23:14Z

Added link to doc about how to find past OSD requests

Mtesauro: Added links back to the funding page

2017-09-01T19:57:25Z

Added links back to the funding page

Mtesauro: Changes http link to a text link so it looks better.

2017-09-01T19:42:33Z

Changes http link to a text link so it looks better.

Tiffany.Long: update link

2017-09-01T04:20:04Z

update link

Mtesauro: Added link to OSD signup page

2017-08-24T01:53:10Z

Added link to OSD signup page

Mtesauro: Added placeholder for link to the OSD and added its abbreviation

2017-08-23T21:30:52Z

Added placeholder for link to the OSD and added its abbreviation

Mtesauro: Added content to the reimbursement process details page with an overview, links to a diagram and individual links to each actor's process

2017-08-23T21:25:59Z

Added content to the reimbursement process details page with an overview, links to a diagram and individual links to each actor's process

Mtesauro: Initial Page

2017-08-23T20:52:11Z

Initial Page

New page

Initial Page

@@ Line 1: / Line 1: @@
 Back to [[Funding]]
-OWASP Service Desk (OSD) Reimbursement Details.
+[https://owasporg.atlassian.net/servicedesk/customer/portals Click here to visit the OWASP Service Desk (OSD)]
-[https://owasporg.atlassian.net/servicedesk/customer/portals OWASP Service Desk]
+The high level process is as follows:
 # Submitter determines the need for reimbursement pre-approval
 # A submitter completes the reimbursement or pre-approval request

@@ Line 1: / Line 1: @@
 Back to [[Funding]]
-During the summer of 2017, OWASP began updating the funding processes used to reimburse the community as it had outgrown the existing systems.  Funding requests would move from a combination of a Google Docs 'app' and some Salesforce forms to Jira Service Desk.  We've named this system "OWASP Service Desk" or OSD.
+OWASP Service Desk (OSD) Reimbursement Details.
 [https://owasporg.atlassian.net/servicedesk/customer/portals OWASP Service Desk]
 From a very high level, the process is as follows:
-# A submitter completes the reimbursement request
+# Submitter determines the need for reimbursement pre-approval
 # A staff member sanity checks the request and adds the budget owner(s) to the request to get their approval of the expense.  For requests against Chapter and/or Project funds,
 ## A single leader is needed for requests less than $500 USD
 ## Two leaders are needed for requests greater than $500 USD
 # The leader(s) approve/deny the requests via comments on the request
-# Staff changes the status to approved and assigns the request to the accounting team
+# Staff changes the status to approved and
-# The accounting team requests any additional information to make the payment (if needed) and pays the submitter for approved requests making the request paid.
+## assigns the request to the accounting team for reimbursements or
-The process is also in a quasi-sequence diagram available [https://www.lucidchart.com/invitations/accept/c8b3735f-6ab7-4fef-b35c-b8e81d210ad3 here].  During the entire process, the submitter and those involved are notified via email of changes to the request and can log into OWASP Service Desk at any time to see all of their requests and the status of those requests.
+## marks the request as done for pre-approvals
 There are several actors in this reimbursement drama and we've created screenshot-heavy documentation for each at the links below:
@@ Line 23: / Line 28: @@
 Need to see your past requests or ones you've been added to? [https://docs.google.com/document/d/1yoTx7NM3yjLvenLn_226nq4uM-G2TnByOokhexTPWB0/edit Check out this doc]
 Back to [[Funding]]

@@ Line 21: / Line 21: @@
 * [[Reimbursements for OWASP accounting]]
 * [[OWASP Service Desk Signup|Signing up for OWASP Service Desk]]
 Look for future additions including forms for getting funding pre-approved, budget requests and other requests that need enhanced tracking and visibility.  We'll add them here as we roll them out.

← Older revision		Revision as of 19:57, 1 September 2017
Line 1:		Line 1:
		+	Back to [[Funding]]
		+
	During the summer of 2017, OWASP began updating the funding processes used to reimburse the community as it had outgrown the existing systems. Funding requests would move from a combination of a Google Docs 'app' and some Salesforce forms to Jira Service Desk. We've named this system "OWASP Service Desk" or OSD.		During the summer of 2017, OWASP began updating the funding processes used to reimburse the community as it had outgrown the existing systems. Funding requests would move from a combination of a Google Docs 'app' and some Salesforce forms to Jira Service Desk. We've named this system "OWASP Service Desk" or OSD.

Line 22:		Line 24:

	-- Matt Tesauro (Operations Director, OWASP Foundation)		-- Matt Tesauro (Operations Director, OWASP Foundation)
		+
		+	Back to [[Funding]]

@@ Line 1: / Line 1: @@
 During the summer of 2017, OWASP began updating the funding processes used to reimburse the community as it had outgrown the existing systems.  Funding requests would move from a combination of a Google Docs 'app' and some Salesforce forms to Jira Service Desk.  We've named this system "OWASP Service Desk" or OSD.
-https://owasporg.atlassian.net/servicedesk/customer/portals
+[https://owasporg.atlassian.net/servicedesk/customer/portals OWASP Service Desk]
 From a very high level, the process is as follows:

@@ Line 18: / Line 18: @@
 * [[Reimbursements for OWASP leaders]] (aka budget owners)
 * [[Reimbursements for OWASP accounting]]
 Look for future additions including forms for getting funding pre-approved, budget requests and other requests that need enhanced tracking and visibility.  We'll add them here as we roll them out.
 -- Matt Tesauro (Operations Director, OWASP Foundation)

← Older revision		Revision as of 21:30, 23 August 2017
Line 1:		Line 1:
−	During the summer of 2017, OWASP began updating the funding processes used to reimburse the community as it had outgrown the existing systems. Funding requests would move from a combination of a Google Docs 'app' and some Salesforce forms to Jira Service Desk. We've named this system "OWASP Service Desk".	+	During the summer of 2017, OWASP began updating the funding processes used to reimburse the community as it had outgrown the existing systems. Funding requests would move from a combination of a Google Docs 'app' and some Salesforce forms to Jira Service Desk. We've named this system "OWASP Service Desk" or OSD.
		+
		+	<u>Link to OSD - To be added shortly</u>

	From a very high level, the process is as follows:		From a very high level, the process is as follows:

← Older revision		Revision as of 21:25, 23 August 2017
Line 1:		Line 1:
−	~~Initial Page~~	+	During the summer of 2017, OWASP began updating the funding processes used to reimburse the community as it had outgrown the existing systems. Funding requests would move from a combination of a Google Docs 'app' and some Salesforce forms to Jira Service Desk. We've named this system "OWASP Service Desk".
		+
		+	From a very high level, the process is as follows:
		+	# A submitter completes the reimbursement request
		+	# A staff member sanity checks the request and adds the budget owner(s) to the request to get their approval of the expense. For requests against Chapter and/or Project funds,
		+	## A single leader is needed for requests less than $500 USD
		+	## Two leaders are needed for requests greater than $500 USD
		+	# The leader(s) approve/deny the requests via comments on the request
		+	# Staff changes the status to approved and assigns the request to the accounting team
		+	# The accounting team requests any additional information to make the payment (if needed) and pays the submitter for approved requests making the request paid.
		+	The process is also in a quasi-sequence diagram available [https://www.lucidchart.com/invitations/accept/c8b3735f-6ab7-4fef-b35c-b8e81d210ad3 here]. During the entire process, the submitter and those involved are notified via email of changes to the request and can log into OWASP Service Desk at any time to see all of their requests and the status of those requests.
		+
		+	There are several actors in this reimbursement drama and we've created screenshot-heavy documentation for each at the links below:
		+	* [[Reimbursements for Submitters]]
		+	* [[Reimbursements for OWASP staff]]
		+	* [[Reimbursements for OWASP leaders]] (aka budget owners)
		+	* [[Reimbursements for OWASP accounting]]
		+	Look for future additions including forms for getting funding pre-approved, budget requests and other requests that need enhanced tracking and visibility. We'll add them here as we roll them out.
		+
		+	-- Matt Tesauro (Operations Director, OWASP Foundation)