Viewing the Capital Planning Approval pre-defined process

File groups in Kaufman Hall Capital Planning comes with the Capital Planning Approval pre-defined process. You can use this process as-is, or make the appropriate changes to meet your organization's needs.

To view the Capital Planning Approval pre-defined process:

  1. In the Explorer task pane, in the File Groups section, click Capital Planning-20XX > Process Definitions > Capital Planning 20XX Approval.

  2. To view the process steps, click the Process Steps tab.

As initially configured, the steps for the Capital Planning Approval pre-defined process include the following:

Step Description
Owner This is the first step in the process. Stamps all capital requests with a creator for the request, also referred to as the project initiator.
VP Notifies VPs to review and comment on all capital requests submitted by their team members, as defined by their organizational chart in the Department table.
Functional Review

This is a sub process that includes the following steps:

  • IT – Designated IT reviewers review, comment, and update costs associated with any IT related requests, as needed.
  • Clinical – Designated clinical reviewers review, comment, and update costs associated with any clinical-related requests, as needed.
  • Facilities – Designated facilities reviewers review, comment, and update costs associated with any facilities-related requests, as needed.
Voting

Requests are ready for review and prioritization.

NOTE: If your organization uses the Ranking utility for managers and executives, we recommend that the appropriate users begin this process after all projects have reached this phase. After this task is completed, your Capital Committee Members should perform their evaluator scoring and approvals.
Approver

Requests are ready for approval. The administrator moves approved projects from Voting to Approver.

NOTE: Only approved projects can move to Axiom Capital Tracking.