OTF Finance workflow Research Plan

Summary

This research plan it to cover the new OTF Finance workflow within Hypha, which covers:

1. Payment Approval Process
2. Report Management
3. Contract Creation and Management

People to contact

OTF Staff. ((More detail here))

Activities

• Understand the different types of contracts. For each type of contract:
  • Document the required payment workflow
• Understand the contract parameters requried for each type of contract
• Understand the payment parameters required for each type of contract

Contract type 1

• Understand the flow of an invoice from when a project member creates it, to when OTF sends the payment to the bank account
  • Understand the workflow behind each of those contracts

• Document the contract creation workflow

When

This work needs to be finished in 1-2 months.

Equipment and tools

This research will be done remotely. We'll use a video conferencing tool with screensharing capabilities, whichever is chosen as mst suitable.

Methods

We'll use semi-structured interview guides to focus on the subject of interest. Where possible I'll join meetings to shadow during work meetings.