D26 - UAT Training and Support Plan - Florida Department of
Transcript Of D26 - UAT Training and Support Plan - Florida Department of
FLORIDA DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES – AgCSS PROJECT
AGRICULTURE AND CONSUMER SERVICES SYSTEM (AgCSS) PROJECT
D26 - UAT TRAINING AND SUPPORT PLAN
Date: Version:
08/20/2018 100
TABLE OF CONTENTS
SECTION 1 INTRODUCTION..................................................................................................1 1.1 Training Objectives ......................................................................................................... 1
SECTION 2 UAT TRAINING DESIGN AND DEVELOPMENT ............................................... 2 2.1 Critical Success Factors for UAT Training and Support ................................................ 2 2.1.1 Management and Project Team Support ................................................................ 2 2.1.2 Job and Role Allocation ........................................................................................... 2 2.1.3 User Acceptance Testing Environment ................................................................... 2 2.1.4 User Acceptance Testing Schedule ........................................................................ 3 2.1.5 User Acceptance Testing Floor Support ................................................................. 3 AgCSS System Training By Role ................................................................................... 3 2.3 JIRA - Defect Management System Training.................................................................7 2.3.1 UAT Test Case Execution ....................................................................................... 7 2.3.2 UAT Defect Entry ..................................................................................................... 7 2.3.3 UAT Defect Tracking................................................................................................ 7 2.3.4 UAT Defect Prioritization ......................................................................................... 8 2.3.5 UAT Defect Lifecycle ............................................................................................... 8 Training Materials Quality Review and Approval Process ............................................. 9
SECTION 3 UAT TRAINING DELIVERY ...............................................................................11 UAT Tester Training......................................................................................................11
3.1.1 OCR – OnBase (Paper Processing Intake)...........................................................12 3.1.2 Genesys Call Center..............................................................................................12 3.1.3 Accela.....................................................................................................................12 3.1.4 AgCSS Portal (Web Interfaces).............................................................................12 3.1.5 Power BI Reports...................................................................................................12
UAT Floor Support........................................................................................................13
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page i
SECTION 4 UAT TRAINING EVALUATION..........................................................................13 Facility Evaluation .........................................................................................................14 Instructor Evaluation .....................................................................................................14 Classroom and Computer-Based Training Course Evaluation ....................................14
SECTION 5 UAT TRAINING ROLES AND RESPONSIBILITIES .........................................15 SECTION 6 UAT SUPPORT ..................................................................................................16
6.1 Cycle 1, Cycle 2, and Cycle 3 Support.........................................................................16 6.1.1 Provide a Comprehensive UAT Desk Aid .............................................................16 6.1.2 Provide Over-the-Shoulder Support During UAT..................................................17 6.1.3 Provide UAT Daily Updates...................................................................................18
TABLE OF EXHIBITS
Exhibit 2-1: AgCSS Learning Curriculum ...................................................................................... 6 Exhibit 2-2: Training Documentation Approval Process .............................................................10
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page ii
Revision History DATE
06/04/2018 08/08/2018 08/20/2018
AUTHOR Lisa Dinwiddie Lisa Dinwiddie Carol Williams
VERSION 001 002 100
CHANGE REFERENCE Initial Draft D26 Remediation Approved baseline.
Quality Review
NAME Robert Pacheco Robert Pacheco Robert Pacheco Guy Gordon
ROLE Technical Writer Technical Writer Technical Writer Technical Writer/QA
DATE 07/10/2018 07/11/2018 07/12/2018 08/08/2018
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page iii
SECTION 1 INTRODUCTION
The purpose of the User Acceptance Testing (UAT) Training and Support Plan is to describe the approach to training FDACS stakeholders (Super Users, Testers, and Subject Matter Experts (SMEs) to enable their ability to confirm the functional completeness of the AgCSS system and to support their efforts during the execution of User Acceptance Testing.
The following sections describe the deliverable expectations agreed upon between GCOM and the Florida Department of Agriculture and Consumer Services (FDACS) for the Agriculture and Consumer Services System (AgCSS) Project D26 - UAT Training and Support Plan.
User acceptance testing will include FDACS Super Users, Testers, and Subject Matter Experts (SMEs) accessing the system and executing predefined test cases.
There are challenges with integrating a new software into the operational pattern of any organization. The benefits of user acceptance testing significantly outweigh the investments in preparing stakeholders. Some benefits include:
▪ Verifying that the system supports key business processes. ▪ Validating that the newly implemented solution will be functional in all key areas. ▪ Confirming that end-user training materials cover key business processes and are
intuitive for end-users. ▪ Increase end-user exposure to the system prior to Go-Live. ▪ Provide the implementation team with time, prior to Go-Live, to fix any configuration
defects/issues that may have been discovered during testing. ▪ Prepare the team for a successful Go-Live.
The UAT Training and Support Plan is vitally important to the successful stakeholder preparation and execution for this phase of testing.
1.1 TRAINING OBJECTIVES
The primary objective of UAT training is to promote acceptance and utilization of the AgCSS system by:
▪ Developing training in the context of business processes using realistic, FDACS-centric business scenarios and data.
▪ Delivering timely and relevant training to stakeholders on the core skills and knowledge necessary to execute UAT Test Cases.
▪ Ensuring that participants know where to go for further help and support during UAT execution.
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 1
▪ Ensuring Super Users and support resources are competent to help staff learn effectively and have the appropriate skills and project support to properly test the AgCSS system.
SECTION 2 UAT TRAINING DESIGN AND DEVELOPMENT
The UAT Training Design process will leverage the AgCSS training best practice approach where it combines the use of the application in alignment with the AgCSS approved business processes.
2.1 CRITICAL SUCCESS FACTORS FOR UAT TRAINING AND SUPPORT
The fundamental principle of UAT training is to ensure that the right people receive the right training at the right time. The overall objective is for FDACS stakeholders to acquire the ability to demonstrate new skills during a successful UAT execution. This is achieved through the following critical success factors:
▪ Management and Project Team Support ▪ Job and Role Allocation ▪ User Acceptance Testing Environment ▪ User Acceptance Testing Schedule ▪ User Acceptance Testing Floor Support
2.1.1 MANAGEMENT AND PROJECT TEAM SUPPORT
Project team support is the number one factor for a successful UAT. This includes supporting the release of Super Users and Testers from their daily responsibilities to attend all designated training to prepare for UAT. For UAT training to be successful, participants need to focus their full attention on training and preparation for the duration of testing.
2.1.2 JOB AND ROLE ALLOCATION
The mapping of tasks to the system roles and the system roles to jobs and jobs to people will be completed before user acceptance testing (UAT). These activities provide input to the testing and training role development, where each tester will execute test cases associated to their future user role and job.
2.1.3 USER ACCEPTANCE TESTING ENVIRONMENT
An appropriate UAT environment is critical to the success of AgCSS UAT. This applies to the adequacy of the robustness of the testing system environment. The OCM team will work closely with the testing team and technical team to help ensure the AgCSS project team creates the testing environment, the refresh schedule, and adequate support resource requirements are assigned.
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 2
2.1.4 USER ACCEPTANCE TESTING SCHEDULE
UAT will be scheduled during the planning and preparation stage of UAT and the FDACS Test Lead will manage the development of the test schedule along with support of the AgCSS PMO. As per the Master Test Plan, testers will be assigned to testing for four (4) hours per day. Front-line managers and supervisors will be instrumental in the creation of the final training and testing schedule to safeguard business operations from being disrupted by UAT and end-user training.
2.1.5 USER ACCEPTANCE TESTING FLOOR SUPPORT
Stakeholder testing floor support is critical to the success of UAT. FDACS testers will be supported during UAT to ensure accurate test case execution along with issue logging and resolutions each test cycle. Over the shoulder floor support creates a testing environment of success allowing stakeholders to accomplish the outcomes they planned for.
AgCSS SYSTEM TRAINING BY ROLE
Detailed, user-specific course materials will be developed to provide a comprehensive understanding of the business process and the corresponding AgCSS application functionality. The content used for UAT training will be the approved D32 Final Training Materials DED outline.
NO.
SECTION TITLE
1 Introduction
SECTION DESCRIPTION AgCSS Overview
System Navigation
2 General AgCSS System Core System Functionality
Functionality
Generate Correspondence
Application Intake (Document 3 Management; Digitization, Profiling, Mailroom; Fiscal; Fingerprint Processing)
Intake - Paper Application Intake - Correspondence
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
METHOD ILT – Course Overview (MS
PowerPoint)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate) ILT – Training Manual (MS
Word/Adobe PDF) ILT – Course Guide Overview
(MS PowerPoint/Adobe PDF) ILT – Participant Exercise Guide
(MS Word/Adobe PDF) Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
Page 3
NO.
SECTION TITLE
4 Application Processing 790
5 Application Processing 493
6 Verification - 790
7 Verification - 493
8 Inspection
9 Investigation - OALE
SECTION DESCRIPTION
License Overview Updating Educational Credentials Business Rules and Workflow/Workflow Tasks Error and Omission Response Managing Renewal Information
License Overview Business Rules and Workflow/Workflow Tasks Error and Omission Response Managing Renewal Information
License Overview Business Rules and Workflow/Workflow Tasks Verify Application Data Verify License-Specific Documents Issue/Renew License
License Overview Business Rules and Workflow/Workflow Tasks Verify Application Data Verify License-Specific Documents Issue/Renew License
Inspections Overview Business Rules and Workflow/Workflow Tasks Coordinate and Schedule Inspections Conduct Inspection
Enforcement Overview Business Rules and Workflow/Workflow Task Creating a New Case Managing a Case Managing Evidence for a Case Examining Enforcement (and Related) Details
METHOD
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 4
NO.
SECTION TITLE
10 Legal
Regulatory Oversight 11 (Regulatory Review &
Regulatory Consultant)
12 Administrative Action Hearings
13 Revenue Collection & Financial Management
14 Reporting, Analytics & Insight
SECTION DESCRIPTION
Legal Intake Business Rules and Workflow/Workflow Task Legal Review Administrative Action Appeals
Undertake Investigation Business Rules and Workflow/Workflow Task Register a Complaint Administrative Action (Expired Agency Report (EAR) Match Reports (790))
Administrative Action Business Rules and Workflow/Workflow Task Schedule Hearing Final Order
Accounting Overview Business Rules and Workflow/Workflow Task Apply Payment Refund Response Financial Reporting
Reporting and Dashboard Overview Dashboard Inventory Report Inventory Accessing and Running Reports Sending a Report by Email Specifying Report Parameters Quick Query
METHOD
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 5
NO.
SECTION TITLE
15 Tax Collector
16 Regional Office 17 AgCSS Self-Service
Portal 18 Agency Portal
SECTION DESCRIPTION
Supporting New Applications ▪ Applicant Station ▪ Agent Station ▪ Fingerprinting ▪ Apply Payment (Logging Payments)
Returning Applicants ▪ Processing Fingerprint Rejections ▪ Submitting additional Documents {including but not limited to court documents, error and omission responses (Waiting for PCR) – this would include photographs and fees} ▪ Renewal Applicants
Revised/Duplicate Licenses Supporting License Renewals Searching for Applications Payment Report Submission & Reconciliation (Daily Office Log and Unsubmitted Applications Report)
Apply for a License Renew License Make a Payment (Apply Payment) Revised/Duplicate Licenses Error and Omission Response
Create Online Account Apply for a License (Claim/Cancel/Withdraw Application) Revised/Duplicate Licenses Renew License Make a Payment (Apply Payment) File Employee Action Report (EAR) Change Address/Amendment Form Error & Omission Letter Response Request an Inspection File a Complaint Public Search Submission of Training Completion from
Licensed Instructors
METHOD ILT – Training Manual (MS
Word/Adobe PDF) Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
CBT/eLearning (Articulate)
CBT/eLearning (Articulate) Job Aid(s) (MS Word/PDF)
Exhibit 2-1: AgCSS Learning Curriculum
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 6
AGRICULTURE AND CONSUMER SERVICES SYSTEM (AgCSS) PROJECT
D26 - UAT TRAINING AND SUPPORT PLAN
Date: Version:
08/20/2018 100
TABLE OF CONTENTS
SECTION 1 INTRODUCTION..................................................................................................1 1.1 Training Objectives ......................................................................................................... 1
SECTION 2 UAT TRAINING DESIGN AND DEVELOPMENT ............................................... 2 2.1 Critical Success Factors for UAT Training and Support ................................................ 2 2.1.1 Management and Project Team Support ................................................................ 2 2.1.2 Job and Role Allocation ........................................................................................... 2 2.1.3 User Acceptance Testing Environment ................................................................... 2 2.1.4 User Acceptance Testing Schedule ........................................................................ 3 2.1.5 User Acceptance Testing Floor Support ................................................................. 3 AgCSS System Training By Role ................................................................................... 3 2.3 JIRA - Defect Management System Training.................................................................7 2.3.1 UAT Test Case Execution ....................................................................................... 7 2.3.2 UAT Defect Entry ..................................................................................................... 7 2.3.3 UAT Defect Tracking................................................................................................ 7 2.3.4 UAT Defect Prioritization ......................................................................................... 8 2.3.5 UAT Defect Lifecycle ............................................................................................... 8 Training Materials Quality Review and Approval Process ............................................. 9
SECTION 3 UAT TRAINING DELIVERY ...............................................................................11 UAT Tester Training......................................................................................................11
3.1.1 OCR – OnBase (Paper Processing Intake)...........................................................12 3.1.2 Genesys Call Center..............................................................................................12 3.1.3 Accela.....................................................................................................................12 3.1.4 AgCSS Portal (Web Interfaces).............................................................................12 3.1.5 Power BI Reports...................................................................................................12
UAT Floor Support........................................................................................................13
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page i
SECTION 4 UAT TRAINING EVALUATION..........................................................................13 Facility Evaluation .........................................................................................................14 Instructor Evaluation .....................................................................................................14 Classroom and Computer-Based Training Course Evaluation ....................................14
SECTION 5 UAT TRAINING ROLES AND RESPONSIBILITIES .........................................15 SECTION 6 UAT SUPPORT ..................................................................................................16
6.1 Cycle 1, Cycle 2, and Cycle 3 Support.........................................................................16 6.1.1 Provide a Comprehensive UAT Desk Aid .............................................................16 6.1.2 Provide Over-the-Shoulder Support During UAT..................................................17 6.1.3 Provide UAT Daily Updates...................................................................................18
TABLE OF EXHIBITS
Exhibit 2-1: AgCSS Learning Curriculum ...................................................................................... 6 Exhibit 2-2: Training Documentation Approval Process .............................................................10
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page ii
Revision History DATE
06/04/2018 08/08/2018 08/20/2018
AUTHOR Lisa Dinwiddie Lisa Dinwiddie Carol Williams
VERSION 001 002 100
CHANGE REFERENCE Initial Draft D26 Remediation Approved baseline.
Quality Review
NAME Robert Pacheco Robert Pacheco Robert Pacheco Guy Gordon
ROLE Technical Writer Technical Writer Technical Writer Technical Writer/QA
DATE 07/10/2018 07/11/2018 07/12/2018 08/08/2018
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page iii
SECTION 1 INTRODUCTION
The purpose of the User Acceptance Testing (UAT) Training and Support Plan is to describe the approach to training FDACS stakeholders (Super Users, Testers, and Subject Matter Experts (SMEs) to enable their ability to confirm the functional completeness of the AgCSS system and to support their efforts during the execution of User Acceptance Testing.
The following sections describe the deliverable expectations agreed upon between GCOM and the Florida Department of Agriculture and Consumer Services (FDACS) for the Agriculture and Consumer Services System (AgCSS) Project D26 - UAT Training and Support Plan.
User acceptance testing will include FDACS Super Users, Testers, and Subject Matter Experts (SMEs) accessing the system and executing predefined test cases.
There are challenges with integrating a new software into the operational pattern of any organization. The benefits of user acceptance testing significantly outweigh the investments in preparing stakeholders. Some benefits include:
▪ Verifying that the system supports key business processes. ▪ Validating that the newly implemented solution will be functional in all key areas. ▪ Confirming that end-user training materials cover key business processes and are
intuitive for end-users. ▪ Increase end-user exposure to the system prior to Go-Live. ▪ Provide the implementation team with time, prior to Go-Live, to fix any configuration
defects/issues that may have been discovered during testing. ▪ Prepare the team for a successful Go-Live.
The UAT Training and Support Plan is vitally important to the successful stakeholder preparation and execution for this phase of testing.
1.1 TRAINING OBJECTIVES
The primary objective of UAT training is to promote acceptance and utilization of the AgCSS system by:
▪ Developing training in the context of business processes using realistic, FDACS-centric business scenarios and data.
▪ Delivering timely and relevant training to stakeholders on the core skills and knowledge necessary to execute UAT Test Cases.
▪ Ensuring that participants know where to go for further help and support during UAT execution.
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 1
▪ Ensuring Super Users and support resources are competent to help staff learn effectively and have the appropriate skills and project support to properly test the AgCSS system.
SECTION 2 UAT TRAINING DESIGN AND DEVELOPMENT
The UAT Training Design process will leverage the AgCSS training best practice approach where it combines the use of the application in alignment with the AgCSS approved business processes.
2.1 CRITICAL SUCCESS FACTORS FOR UAT TRAINING AND SUPPORT
The fundamental principle of UAT training is to ensure that the right people receive the right training at the right time. The overall objective is for FDACS stakeholders to acquire the ability to demonstrate new skills during a successful UAT execution. This is achieved through the following critical success factors:
▪ Management and Project Team Support ▪ Job and Role Allocation ▪ User Acceptance Testing Environment ▪ User Acceptance Testing Schedule ▪ User Acceptance Testing Floor Support
2.1.1 MANAGEMENT AND PROJECT TEAM SUPPORT
Project team support is the number one factor for a successful UAT. This includes supporting the release of Super Users and Testers from their daily responsibilities to attend all designated training to prepare for UAT. For UAT training to be successful, participants need to focus their full attention on training and preparation for the duration of testing.
2.1.2 JOB AND ROLE ALLOCATION
The mapping of tasks to the system roles and the system roles to jobs and jobs to people will be completed before user acceptance testing (UAT). These activities provide input to the testing and training role development, where each tester will execute test cases associated to their future user role and job.
2.1.3 USER ACCEPTANCE TESTING ENVIRONMENT
An appropriate UAT environment is critical to the success of AgCSS UAT. This applies to the adequacy of the robustness of the testing system environment. The OCM team will work closely with the testing team and technical team to help ensure the AgCSS project team creates the testing environment, the refresh schedule, and adequate support resource requirements are assigned.
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 2
2.1.4 USER ACCEPTANCE TESTING SCHEDULE
UAT will be scheduled during the planning and preparation stage of UAT and the FDACS Test Lead will manage the development of the test schedule along with support of the AgCSS PMO. As per the Master Test Plan, testers will be assigned to testing for four (4) hours per day. Front-line managers and supervisors will be instrumental in the creation of the final training and testing schedule to safeguard business operations from being disrupted by UAT and end-user training.
2.1.5 USER ACCEPTANCE TESTING FLOOR SUPPORT
Stakeholder testing floor support is critical to the success of UAT. FDACS testers will be supported during UAT to ensure accurate test case execution along with issue logging and resolutions each test cycle. Over the shoulder floor support creates a testing environment of success allowing stakeholders to accomplish the outcomes they planned for.
AgCSS SYSTEM TRAINING BY ROLE
Detailed, user-specific course materials will be developed to provide a comprehensive understanding of the business process and the corresponding AgCSS application functionality. The content used for UAT training will be the approved D32 Final Training Materials DED outline.
NO.
SECTION TITLE
1 Introduction
SECTION DESCRIPTION AgCSS Overview
System Navigation
2 General AgCSS System Core System Functionality
Functionality
Generate Correspondence
Application Intake (Document 3 Management; Digitization, Profiling, Mailroom; Fiscal; Fingerprint Processing)
Intake - Paper Application Intake - Correspondence
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
METHOD ILT – Course Overview (MS
PowerPoint)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate) ILT – Training Manual (MS
Word/Adobe PDF) ILT – Course Guide Overview
(MS PowerPoint/Adobe PDF) ILT – Participant Exercise Guide
(MS Word/Adobe PDF) Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
Page 3
NO.
SECTION TITLE
4 Application Processing 790
5 Application Processing 493
6 Verification - 790
7 Verification - 493
8 Inspection
9 Investigation - OALE
SECTION DESCRIPTION
License Overview Updating Educational Credentials Business Rules and Workflow/Workflow Tasks Error and Omission Response Managing Renewal Information
License Overview Business Rules and Workflow/Workflow Tasks Error and Omission Response Managing Renewal Information
License Overview Business Rules and Workflow/Workflow Tasks Verify Application Data Verify License-Specific Documents Issue/Renew License
License Overview Business Rules and Workflow/Workflow Tasks Verify Application Data Verify License-Specific Documents Issue/Renew License
Inspections Overview Business Rules and Workflow/Workflow Tasks Coordinate and Schedule Inspections Conduct Inspection
Enforcement Overview Business Rules and Workflow/Workflow Task Creating a New Case Managing a Case Managing Evidence for a Case Examining Enforcement (and Related) Details
METHOD
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 4
NO.
SECTION TITLE
10 Legal
Regulatory Oversight 11 (Regulatory Review &
Regulatory Consultant)
12 Administrative Action Hearings
13 Revenue Collection & Financial Management
14 Reporting, Analytics & Insight
SECTION DESCRIPTION
Legal Intake Business Rules and Workflow/Workflow Task Legal Review Administrative Action Appeals
Undertake Investigation Business Rules and Workflow/Workflow Task Register a Complaint Administrative Action (Expired Agency Report (EAR) Match Reports (790))
Administrative Action Business Rules and Workflow/Workflow Task Schedule Hearing Final Order
Accounting Overview Business Rules and Workflow/Workflow Task Apply Payment Refund Response Financial Reporting
Reporting and Dashboard Overview Dashboard Inventory Report Inventory Accessing and Running Reports Sending a Report by Email Specifying Report Parameters Quick Query
METHOD
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 5
NO.
SECTION TITLE
15 Tax Collector
16 Regional Office 17 AgCSS Self-Service
Portal 18 Agency Portal
SECTION DESCRIPTION
Supporting New Applications ▪ Applicant Station ▪ Agent Station ▪ Fingerprinting ▪ Apply Payment (Logging Payments)
Returning Applicants ▪ Processing Fingerprint Rejections ▪ Submitting additional Documents {including but not limited to court documents, error and omission responses (Waiting for PCR) – this would include photographs and fees} ▪ Renewal Applicants
Revised/Duplicate Licenses Supporting License Renewals Searching for Applications Payment Report Submission & Reconciliation (Daily Office Log and Unsubmitted Applications Report)
Apply for a License Renew License Make a Payment (Apply Payment) Revised/Duplicate Licenses Error and Omission Response
Create Online Account Apply for a License (Claim/Cancel/Withdraw Application) Revised/Duplicate Licenses Renew License Make a Payment (Apply Payment) File Employee Action Report (EAR) Change Address/Amendment Form Error & Omission Letter Response Request an Inspection File a Complaint Public Search Submission of Training Completion from
Licensed Instructors
METHOD ILT – Training Manual (MS
Word/Adobe PDF) Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
ILT – Training Manual (MS Word/Adobe PDF)
ILT – Course Guide Overview (MS PowerPoint/Adobe PDF)
ILT – Participant Exercise Guide (MS Word/Adobe PDF)
Job Aid(s) (MS Word/PDF) CBT/eLearning (Articulate)
CBT/eLearning (Articulate)
CBT/eLearning (Articulate) Job Aid(s) (MS Word/PDF)
Exhibit 2-1: AgCSS Learning Curriculum
Florida Department of Agriculture and Consumer Services – AgCSS Project D26 - UAT Training and Support Plan
Page 6