Filetype Excel XLSX | Posted on 09 Aug 2022 | 3 years ago
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179x Filetype XLSX File size 0.09 MB Source: www.courts.ca.gov
Sheet 1: Introduction
| JCC Facilities Services: Council Reports Requirements | ||||||||||
| Introduction | RFP NUMBER: RFP-FS-2021-15-AL | |||||||||
| PURPOSE | IWMS/CAFM 2.0 TRIRIGA SaaS Procurement: The purpose of this document is to identify and document the Business Council Reports requirements for Facilities Services’ Integrated Workplace Management System (IWMS) Project. |
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| SUMMARY | 1. The CrystalConvertToBIRT tab shows the Crystal Reports in the current TRIRIGA system that need to be converted to BIRT Reports in the new IWMS. 2. The BIRTReportsNeeded tab shows the BIRT Reports in the current TRIRIGA system that need to work in the new IWMS. 3. The ReportsAndQueries tab shows the TRIRIGA Queries and Reports in the current TRIRIGA system that need to work in the new IWMS. As the TRIRIGA Queries and Reports are expected to substantially work after an upgrade, this is an informational tab. |
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| TOC | ||||||||||
| Req Type | Worksheet Name | Worksheet Description | ||||||||
| Business | 1. CrystalConvertToBIRT | Facility Crystal Report conversion to BIRT requirements | ||||||||
| Business | 2. BIRTReportsNeeded | Facility BIRT Report requirements | ||||||||
| Business | 3. ReportsAndQueries | Information tab of end-user access | ||||||||
| Requirements Priorities | ||||||||||
| Priority | Requirement Priority Definition | |||||||||
| 1-Must Have | Requirement Must be met. | |||||||||
| 2-Requirement | Requirement Preferred to be met. | |||||||||
| 3-Nice-To-Have | Requirement would be nice to have, but doesn't have to be met. | |||||||||
| Proposer Response' for Requirements | ||||||||||
| Response (selection) | Response Definition | Proposer Response Comment column | ||||||||
| YES | Requirement or service will be FULLY met; Without changes to commercial off-the-shelf (COTS) code. | Proposer Explanation optional | ||||||||
| NO | Requirement or service will NOT be met. | Proposer Explanation Required | ||||||||
| ID | Report Header | Report Name | TRIRIGA Module | Priority | Proposer Response |
Proposer Response Comments |
| 67727 | SWO Update Request Report | AOC - SWO Update With Approve & Reject Comments | triRequest | 1-Must Have | <select> | |
| 67118 | Utilities Report for SCO | aoc - Utilities Report for SCO | triPayment | 1-Must Have | <select> | |
| 72673 | Invoice Summary Report - Pride | AOC Invoice Summary Report - Pride - DM2 | triTask | 1-Must Have | <select> | |
| 72672 | Invoice Summary Report - Enovity | AOC Invoice Summary Report - Enovity - DM2 | triTask | 1-Must Have | <select> | |
| 99476 | Invoice Summary Report - Budget Tracking - DM2 | AOC Invoice Summary Report - Budget Tracking - DM2 | triTask | 1-Must Have | <select> | |
| 82177 | JCC Contract Deduct Cost Report FMU | AOC Contract Deduct Cost Report FMU | triTask | 1-Must Have | <select> | |
| 74975 | 2. Labor Report - SQL - All Technician - DM2 | AOC Labor Report - SQL - All Technician - DM2 | triIntermediate | 1-Must Have | <select> | |
| 72466 | Invoice Summary Report - FMU - DM2 | AOC Invoice Summary Report - FMU - DM2 | triTask | 1-Must Have | <select> | |
| 72048 | Work Alert Report - DM2 | Work Alert Report - DM2 | triTask | 1-Must Have | <select> | |
| 119789 | 1. Data Export - All SWO Report-Crystal | jccWorkTask - Crystal - 1. Data Export - All SWO Report-Crystal | triTask | 1-Must Have | <select> | |
| 67725 | Utilities Data Dump | aoc - Utilities Data Dump | triPayment | 1-Must Have | <select> | |
| 72671 | Invoice Summary Report - ABM | AOC Invoice Summary Report - ABM - DM2 | triTask | 1-Must Have | <select> | |
| 65368 | Active SWOs Filtered with User Defined Create Date Range | AOC Active SWOs Filtered with User Defined Create Date Range | triTask | 1-Must Have | <select> | |
| 66440 | JCC SWO Counts & Auto Forwarded - Monthly Statistics | AOC SWO Counts & Auto Forwarded - Monthly Statistics | triTask | 1-Must Have | <select> | |
| 74074 | 2. Critical Dates Option Report | AOC Critical Dates Option Report | triContract | 1-Must Have | <select> | |
| 72468 | JCC Real Estate Rent Roll | AOC Real Estate Rent Roll | triContract | 1-Must Have | <select> | |
| 74681 | JCC Rent File - SCO | aoc_RELease_RentFile_PAA | triCostItem | 1-Must Have | <select> | |
| 65401 | JCC Open Work Orders Past Due Today | AOC Open Work Orders Past Due Today | triTask | 1-Must Have | <select> | |
| 68865 | Work Alert Report - Exceed 100% Max Auth Cost | Work Alert Report - Exceed 100% Max Auth Cost | triTask | 1-Must Have | <select> | |
| 74976 | 4. Data Export - All Subcontractor Costs - DM2 | AOC Data Export - All Subcontractor Costs - DM2 | triCostItem | 1-Must Have | <select> | |
| 67111 | Utilities Cost Per SF | aoc - Utilities Cost Per SF | triPayment | 1-Must Have | <select> | |
| 66432 | JCC SWO Counts & Auto Forwarded - Daily Statistics | AOC SWO Counts & Auto Forwarded - Daily Statistics | triTask | 2-Requirement | <select> | |
| 65505 | JCC Labor Hours Per Service Provider | AOC Labor Hours Per Service Provider | triTask | 1-Must Have | <select> | |
| 66490 | JCC - Workflows Currently Running | JCC - Workflows Currently Running | System | 1-Must Have | <select> | |
| 65172 | Work Alert Report | Work Alert Report (old version) | triTask | 3-Nice-To-Have | <select> | |
| 76475 | SWO Due Date Extension Report - DM2 | AOC SWO Update Due Date Extension Report - DM2 | triRequest | 1-Must Have | <select> | |
| 74774 | 3. Data Export - All Materials - DM2 | AOC Material Report - DM2 | triIntermediate | 1-Must Have | <select> | |
| 82076 | Real Estate Leases - Holdover - Crystal | aoc - triRealEstateLease - triContract - Lease Records - Holdover - Crystal | triContract | 1-Must Have | <select> | |
| 67112 | Utilities Reports | aoc - Utilities Report | triPayment | 1-Must Have | <select> | |
| 85154 | JCC Billable Hours Per Month | AOC Billable Hours Per Month | triIntermediate | 1-Must Have | <select> | |
| 72033 | Portfolio Growth Over Time | AOC Portfolio Growth Over Time - DM2 | triProject | 1-Must Have | <select> | |
| 65517 | JCC - Session History - Last Month's Data | JCC - Session History - Last Month's Data | System | 1-Must Have | <select> | |
| 66436 | JCC Fund Code Verification Report | AOC Fund Code Verification Report | triTask | 1-Must Have | <select> | |
| 72044 | JCC Completed Transfer Agreements | AOC Completed Transfer Agreements - DM2 | triProject | 1-Must Have | <select> | |
| 72165 | JCC Portals Section and Reports Map ALL | AOC Portals Section and Reports Map ALL | System | 3-Nice-To-Have | <select> | |
| 71165 | SWO's with Assigned Assets - Crystal | AOC Show SWO's with Assets Assigned - Crystal | triTask | 1-Must Have | <select> | |
| 66445 | JCC Service Assignment Matrix QA | AOC Service Assignment Matrix QA | triTask | 2-Requirement | <select> | |
| 81877 | JCC Service Work Orders - Deferred Status - Crystal | AOC Service Work Orders - Deferred Status - Crystal | triTask | 1-Must Have | <select> | |
| 65516 | JCC - Session History - Complete | JCC - Session History - Complete | System | 1-Must Have | <select> | |
| 74977 | 5. Data Export - All Other Costs - DM2 | AOC Data Export - All Other Costs - DM2 | triCostItem | 1-Must Have | <select> | |
| 69972 | 4. Data Export - All Subcontractor Costs | AOC Data Export - All Subcontractor Costs - PN | triCostItem | 1-Must Have | <select> | |
| SWO Print Preview | SWO Print Preview | N/A | 1-Must Have | <select> | ||
| 134085 | Invoice Validation Report | jccWorKTask - External - Crystal Invoice Validation Report | triTask | 1-Must Have | <select> | |
| 134087 | Invoice Summary Report - Pride One Industries, Inc | jccWorkTask - External - Crystal Invoice Summary Report - Pride One | triTask | 1-Must Have | <select> | |
| 134086 | Invoice Summary Report - Enovity, Inc | jccWorkTask - External - Crystal Invoice Summary Report - Enovity | triTask | 1-Must Have | <select> | |
| JCC Real Estate Rent Roll - Fi$Cal | <Release expected in August 2021> | 1-Must Have | <select> | |||
| Payment Preview Report - Fi$Cal | <Release expected in August 2021> | 1-Must Have | <select> | |||
| 79374 | Payment Preview Report | aoc - Payment Preview Report | triContract | 1-Must Have | <select> | |
| 80193 | Lease Portfolio Report with SREA | AOC - triContract - CRYSTAL - AOC Lease Portfolio Report with SREA | triContract | 1-Must Have | <select> | |
| 69266 | Real Estate Leases, Rent Payment Schedules and Payments Instructions | AOC Real Estate Leases, Rent Payment Schedules and Payments Instructions | triContract | 1-Must Have | <select> | |
| 105082 | Rentable Cost per Square Foot Report | jcc - Rentable Cost per Square Foot Report | triContract | 2-Requirement | <select> | |
| 134088 | All FM SWOs Under 2k | jccWorkTask - External - Crystal All FM SWOs under 2k | triTask | 1-Must Have | <select> | |
| 74976 | 4. Data Export - All Subcontractor Costs - DM2 | AOC Data Export - All Subcontractor Costs - DM2 | triTask | 1-Must Have | <select> | |
| 65303 | Users Logged Into CAFM | AOC - Users Logged Into CAFM | System | 1-Must Have | <select> | |
| 113483 | Report Run Frequency Including 0 Counts | jcc - Report Run Frequency Including 0 Counts | System | 2-Requirement | <select> | |
| 66797 | JCC Lease Transaction Detail Report | AOC Lease Transaction Detail Report | triContract | 1-Must Have | <select> | |
| 108888 | QueriesReportsDataForFrequencyRunReport | jcc - Queries and Reports Data for the Frequency Run Report | System | 3-Nice-To-Have | <select> | |
| 66490 | JCC - Workflows Currently Running | JCC - Workflows Currently Running | System | 1-Must Have | <select> | |
| 66281 | Auto Forwarded Service Work Orders by Work Type | AOC - SWOs AutoForwarded With Work Type | triTask | 3-Nice-To-Have | <select> | |
| 67326 | JCC - DM_Content | AOC - DM_Content | Document | 2-Requirement | <select> | |
| 113485 | Audit Data | jcc Audit Data | System | 2-Requirement | <select> | |
| 114582 | Data Dictionary | jcc - Data Dictionary | System | 2-Requirement | <select> | |
| 70365 | Table Row Count | AOC Table Row Count | System | 2-Requirement | <select> | |
| 72165 | JCC Portals Section and Reports Map ALL | AOC Portals Section and Reports Map ALL | System | 2-Requirement | <select> | |
| 72362 | JCC Work Task with Duplicate SWO Number | AOC Work Task with Duplicate SWO Number | System | 3-Nice-To-Have | <select> | |
| 65032 | JCC - Session History - Current Month's Data | AOC - Session History - Current Month's Data | System | 1-Must Have | <select> | |
| 66812 | JCC - Queries and Reports in CAFM | JCC - Queries and Reports in CAFM | System | 1-Must Have | <select> | |
| 119884 | CSC - Top 50 SWO Creators | jccworktask-Crystal-Top 50 SWO Creators | triTask | 1-Must Have | <select> |
| Report Name | Comments | Priority | Proposer Response |
Proposer Response Comments |
| aoc Acquisition - BIRT | Report ID is 96976 | 2-Requirement | <select> | |
| Affected Person Print Preview BIRT.zip | Form Report on the Incident Report | 1-Must Have | <select> |
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