Intranet Site

Functional Specification

UHP

March 1, 2000

Contact: Delilah Camarillo

Project Manager

UHP

Prepared by: Dante Dionne II

D.P. Specialists

a Metro Information Services Company

Signed for on behalf of

UHP Signed: __________________________________ Name: ___________________________________ Title: ____________________________________ Date: ____________________________________

DPS Signed: _________________________________ Name: __________________________________ Title: ___________________________________ Date: ___________________________________

Confidentiality Notification

This document contains confidential information of D.P. Specialists (DPS).

In consideration of receipt of this document, the recipient agrees to maintain such information in confidence and to not reproduce this document in whole or in part by any means, including electronic regeneration, without the written consent of an executive of DPS or otherwise disclose this information to any person or organization outside the group directly responsible for the evaluation of its contents. There is no obligation to maintain the confidentiality of any information which was known prior to the receipt of such information from DPS or which is already publicly available.

Project Overview 4

1.1 Overview 4

1.2 Purpose of Document 4

1.3 Intended Audience 4

1.4 Contacts, Roles and Responsibilities 4

1.5 Scope 4

2. System Overview 9

2.1 Proposed Workflow 9

2.2 Security 9

2.3 On-line Help 9

2.4 Functional Areas 10

2.5 System Configuration 11

2.6 Databases 12

3. Sample Webpages 13

3.1 Home Page/General Links 13

3.2 Phone Directory 14

3.3 Human Resources 15

4. Site Structure 16

4.1 Site Structure and Workflow 16

5. Proposal 18

1. Project Overview

1.1 Overview

The objective of this document is to define the Functional Specification for Corporate Intranet Site for UHP.

1.2 Purpose of Document

This document details the features and functionality to be provided for the UHP Corporate Intranet Site. It defines the system configuration and identifies its components.

1.3 Intended Audience

The staff involved in the development, configuration, and testing of the system should read this document.

1.4 Contacts, Roles and Responsibilities

Client Staff	Title	Phone Number	Role and Responsibilities
Delilah Camarillo	Project Manager	(905) xxxx-6348	Project Manager
DP Specialists Staff
Dante Dionne II	Manager Internet Services	(310) xxx-9846	Project Manager

1.5 Scope

UHP desires to develop a Corporate Intranet Site to provide its personnel with a single point of entry to access corporate information. The Intranet site will follow the Corporate Organizations general structure:

Board Of Directors/Corporate Executives

WattsHealth Systems, Inc.

Executive Office

Office of Legal Affairs

Administrative Services Group

Office of Financial Affairs

External Affairs

Audit & Compliance

Public Affairs

Human Resources

Personnel

UHP Healthcare

Health Plan Operations

Claims Services Group

Marketing & Sales

Provider Network Services

Authorization & Tracking Management

UHP Denticare

Member Services

Transportation

Community Health Programs

Administrative Services

Acute & Chronic Disease Management

Clinical Services

WattsHealth Charities

WattsHealth Management Company

WattsHealth Property Management

The UHP Corporate Intranet Site is expected to perform the following high level functions:

Phase I

Phase I will focus on design and development of the Site Architecture, User Interface and General Site Structure.

The Home Page will have links to all identified business units with general information and also include News Events ticker and Upcoming Events ticker. Detailed information will be provided in the Human Resources section, Personnel section, Project Reporting section and Corporate section in Phase I. Phase I is also the Pilot phase for this project.

The Home Page/General Links will include (These items will simply link to subsections of the site as illustrated in site plan diagram):

Ø Links to All Business Units: the Home page will be designed to allow quick navigation to all sections of the Intranet.

Ø News Events Ticker Link: quick look at news of the day with capability to link to the full.

Ø Upcoming Events Link: quick look at events being staged with capability to link to more information.

Ø Motivational Quotes: quote of the day to provide motivational quotes for the employees.

Ø Phone Directory Link: complete directory of all UHP employees, and the means of contacting them by telephone, pager, fax, and e-mail, etc. The users will be able to modify and update their personal information.

Ø Bulletin Board Link: this area will act as a message center for employees to post information for internal.

Ø Feedback Link: this function will allow users to send feedback to the site Administrators.

Ø Search Link: this function will provide site wide search capabilities.

Ø Help Link: this area will provide general instructions to Intranet users regarding browser compatibility and desktop settings.

Board of Directors and Corporate Executives module consists of:

This entire area will be secured and will only allow access by User ID and Password to identified Executives.

Ø Welcome Page: this page will provide information on this section.

Ø Executive Reporting: the contents of this area will be restricted to Corporate Executive Communications such as Financial Reports.

Ø Search: ability to search for Documents by Keyword.

Ø Help: general help on usage of the functions within this area.

The WattsHealth Systems – Administrative Services Group module consists of:

Ø Welcome Page: this page will provide information on the Administrative Services Group.

Ø Secure Project Reports: this area will be secured by project and allow project managers access to upload Project Documents including Project Plans, Status Reports, etc.

Ø Miscellaneous Administrative Services Group Documents: this area is intended for the business/department to upload documents designed for general distribution to the enterprise.

Ø Search: ability to search Miscellaneous Documents by Keyword.

Ø Help: general help on usage of the functions within the Administrative Services Group.

The WattsHealth Systems - Human Resources module comprises of:

Ø Welcome Page: this page will provide information on the Human Resources Department.

Ø Holiday Schedule: the list of public holidays observed by UHP.

Ø Pay Schedule: the list of pay periods/pay-days.

Ø Benefit Summary: the benefits offered by UHP to its personnel.

Ø Employee Manual: the UHP Employee Manual.

Ø Miscellaneous HR Documents: this area is intended for the business/department to upload documents designed for general distribution to the enterprise.

Ø Search: ability to search Miscellaneous Documents by Keyword.

Ø Help: general help on usage of the functions within the HR Department.

The WattsHealth Systems - Personnel module consists of:

Ø Welcome Page: this page will provide information on the Personnel Department.

Ø Phone Directory: complete directory of all UHP employees, and the means of contacting them by telephone, pager, fax, and e-mail, etc. The users will be able to modify and update their personal information.

Ø Bulletin Board: this area will act as a message center for employees to post information for internal use in Marketing and Sales section.

Ø Feedback: this function will allow users to send feedback to the site Administrator.

Ø Miscellaneous Personnel Documents: this area is intended for the business/department to upload documents designed for general distribution to the enterprise.

Ø Search: ability to search Miscellaneous Documents by Keyword.

Ø Help: general help on usage of the functions within the Personnel Department.

Ø Utilities: this is a secure area containing utilities for maintaining the Phone Directory, Quotes and Feedback.

The UHP Healthcare – Marketing and Sales module comprises of:

Ø Welcome Page: this page will provide information on the Marketing and Sales Department.

Ø News Events: list of news events of the day with capability to link to the full story.

Ø Upcoming Events: list of upcoming events being staged with capability to link to more information.

Ø Miscellaneous Marketing and Sales Documents: this area is intended for the business/department to upload documents designed for general distribution to the enterprise.

Ø Search: ability to search Miscellaneous Documents by Keyword.

Ø Help: general help on usage of the functions within the Marketing and Sales Department.

Ø Utilities: this is a secure area containing utilities for maintaining the News and Upcoming Events.

General Capability: All identified Business Units and Departments will be given the following minimum Site Configuration.

Ø Welcome Page: this page will provide information on the Business Unit or Department.

Ø Miscellaneous Documents : this area is intended for the business/department to upload documents designed for general distribution to the enterprise.

Ø Search: ability to search Miscellaneous Documents by Keyword.

Ø Help: general help on usage of the functions within the Business Unit or Department.

Controlled Access: access to the Intranet will be granted on system level authentication, to maintain the confidentiality of the information to all UHP personnel with system login privileges.

Phase II

Phase II will continue with adding content and functionality to the site. Interviews will be conducted with leaders of all the business units and functional areas to identify their requirements for enhanced and/or new content and functionality.

General Applications:

Ø Personalization: this function will allow users of the Intranet the capability to customize the information which appears on their Home Page to meet their daily needs. They will be able to create direct links to areas of the site that they access most often.

The WattsHealth Systems - Human Resources module comprises of:

Ø Job Listings: this function will allow user to view job openings within the enterprise and apply for them via email.

Continued Site Expansion:

Ø Business Units/Departments: upon completion of Phase I Business Units and Departments interested in expanding the information and functionality of their Intranet sites will be contacted and interviewed in order to gather their requirements.

2. System Overview

2.1 Proposed Workflow

The Site will be structure to allow for quick and easy access to UHP Corporate Information.

2.2 Security

Security will set up for those users responsible for site maintenance. A number of security levels have been identified within the system.

q System Administrator (specific UHP staff member(s), Full Access)

q Editor (Full Access Add/Update/Delete accept for Users)

q Viewer (Full Access View Only)

Access to Function	System Administrator	Editor	Viewer
Full Access to System.	Y	N	N
Create new users and assign Security Level.	Y	N	N
Add/Update/Delete records in database tables.	Y	Y	N
View All	Y	Y	Y

2.3 On-line Help

The Site will provide a general on-line help page identifying overall desktop system requirements, browser compatibility and answers to general questions.

2.4 Functional Areas - Phase I

Function	Description
UHP Corporate Intranet – Home Page
News	Link to news events regarding the enterprise.
Events	Link to upcoming events regarding the enterprise.
Quote of the Day	Displays a different quotation every day.
Bulletin Board	Access area for users to post Questions and Answers regarding the enterprise.
Feedback	Link to access area for users to provide feedback on the Intranet site.
Search	Ability to Search the entire site by keyword.
Help	Access area to explain the usage and technical requirements for Intranet site usage.
Board of Directors/Corporate Executives – SECURE AREA
Welcome	Displays a page explaining the Corporate Site and its function.
Executive Documents	Corporate documents on accessible to the Executives.
Search	Ability to Search this area by keyword.
Help	Access area to explain the usage of this section of the site.
WattsHealth Systems – Administrative Services Group
Welcome	Displays a page explaining the Administrative Services Group Department and its function.
Secure Project Reports	This area will be secured by User Name and Password and will contain project documents for the enterprise.
Miscellaneous Documents	This area will be used for Administrative Services Group to distribute and make available standard Administrative Services Group documents.
Search	Ability to Search this area by keyword.
Help	Access area to explain the usage of this section of the site.
WattsHealth Systems – Human Resources
Welcome	Displays a page explaining the HR Department and its function.
Holiday Schedule	Displays the list of public holidays observed by UHP.
Pay Schedule	Displays the list of pay periods/pay-days.
Benefit Summary	Displays the benefits offered by UHP to its personnel.
Employee Manual	Displays the UHP Employee Manual.
Miscellaneous Documents	This area will be used for HR Administrators to distribute and make available standard HR documents.
Search	Ability to Search this area by keyword.
Help	Access area to explain the usage of this section of the site.
WattsHealth Systems – Personnel
Welcome	Displays a page explaining the Personnel Department and its function.
Phone Directory	Allows search and listing of employees.
Bulletin Board	Provides a message board for inter-enterprise communications.
Feedback	Allow users to comment on things they like, dislike or would like to see added to the site.
Miscellaneous Documents	This area will be used for Personnel Administrators to distribute and make available standard Personnel documents.
Search	Ability to Search this area by keyword.
Help	Access area to explain the usage of this section of the site.
Utilities	Secure Access area to Maintenance Functions for Phone Directory and other applications.

Function	Description
WattsHealth Systems – Marketing and Sales
Welcome	Displays a page explaining the Marketing and Sales Department and its function.
News Events	Access to News Events such as press releases.
Upcoming Events	Access to Upcoming Events such as
Miscellaneous Documents	This area will be used for Marketing and Sales to distribute and make available standard Marketing and Sales documents.
Search	Ability to Search this area by keyword.
Help	Access area to explain the usage of this section of the site.
Utilities	Secure Access area to Maintenance Functions for News and Upcoming Events.
All Other Identified Business Units
Welcome	Displays a page explaining the Department and its function.
Miscellaneous Documents	This area will be used for Administrators to distribute and make available standard documents.
Search	Ability to Search this area by keyword.
Help	Access area to explain the usage of this section of the site.

2.5 System Configuration

The server will be an Intel based PC running Microsoft Windows NT Server 4.0, Microsoft Internet Information Server 4.0 and Microsoft SQL Server 6.5 or 7.0. Client workstations must be capable of running Netscape Navigator 4.5 or greater. The Site will be design for 800x600 screen resolution in order to have enough room to present data views with as little as possible vertical scrolling.

2.6 Database Tables

There are several tables, which will be accessed from the Intranet Site. Below is a list of the database tables and their usage.

	Phone List – This table will contain a database of all the UHP personnel, along with all the relevant information to on how to contact them, e.g. telephone number(s), fax number(s), pager number, e-mail, address etc.
	Quotes – This table will contain a bank of quotations. Each day a different quote will be pulled out of this table and displayed on the Home Page.
	News – This table will contain data for all the News Events regarding UHP and it’s functional areas.
	Events - This table will contain data for all the Upcoming Events regarding UHP and it’s functional areas.
	Bulletin Board - This table will contain data for Bulletin Board Entries.
	Classifieds - This table will contain data for Classified Ad Entries.
	Feedback - This table will contain data for User Feedback.

3. Sample Web Pages (from the DPS Intranet)

3.1 Home Page/General Links

The Home Page will be designed to allow quick single click access to the most used information on the site. News, Phone Directory, Events and Bulletin Board.

Users must have a Phone Directory Account setup prior to gaining access to the Intranet.

3.2 Phone Directory

The phone directory will allow users to quickly find employee phone and email information.

The following section illustrates a sample of screens used to drill down through the Phone Directory Information.

The Phone Directory Detail allows users to Add/Modify/Delete their personal contact information along with Modify their own Phone Directory Entry.

Personal Phone Directory Entries are only accessible to the person who created the entry.

3.3 Human Resources

The Human Resources section will provide information on a number of HR Functions.

Holiday Schedule (top) and Pay Schedule (bottom).

4. Site Structure

4.1 Site Structure and Functional Areas

This diagram illustrated the high level functional areas of the UHP Corporate Intranet.

5. Proposal

Phase I:

Development of the UHP Corporate Intranet Site containing all functionality described:

Development 894hrs @ $90 $ 80,460

UI Development 160hrs @ $100 $ 16,000

Integration with Existing Systems 120hrs @ $90 $ 10,800

and Infrastructure

Site Testing 40hrs @ $90 $ 3,600

Project Management 300hrs @ $125 $ 37,500

Total: $148,360

Phase II:

Phase II development will be based on user requirements and cannot be proposed at this time.