Modernisation re-write project outline

Phase 1: Mapping out the existing product, reports, dependencies and process flows

The Applications we handle are split into ‘Modules’ based on the similarity of forms used for the process. Initially these align with historical module types but this should be tested

Where similar content is identified we will use Synced blocks to prevent replication

Modules

‎‎Module Name	‎‎Report Name
Public Services	Application Form
Multi Family Housing
Single Family Housing
Untitled

Reports to be documented

How we document reports

• All Reports to be documented are listed in the table below

• Documentation will be done within Notion, using the same general template

• Following the process outlined here {MIKE TO CREATE}

Report Documentation Stages

Module	Report Name	Documentation Stage
	Advance Payment request
	Annual Financial Report
	Application Evaluation
	Applications
	Budget Revision Request
	Compliance Report
	Expense Report
	Onsite Monitoring
	Progress Report
	Request for Reimbursement
	Sources and Uses Report
	Tenant/Occupancy Report

Processes to be documented

How we document processes

• All Processes to be documented are listed in the table below

• Documentation will be done using the same general template

• Following the process outlined here

Process Name	Stage
Email Automation
Agency Registration and login
Application process
Application approval
Agency reporting and compliance
Jurisdiction reporting and report review
Multi Family project tracking
Single family project tracking
Loan Management