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Other working titles: Transaction, step

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Use this page to provide details of one step in a larger process. A simple task-like structure.

User

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Need

To find out what they need to do to make progress towards a service, and how to do it.

Success

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Criteria

Must be actionable and tell the user exactly what to do.

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Audience

Service Seeker

Collection Name

None, but can be part of Step-by-Step Process Overview

Examples

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Instances

  • Potentially hundreds

Ownership

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One department

Relationships

Sections

  • “Part Of” – this links to the parent Detailed Step (required)

  • Status – and embedded Alert if there’s a disruption to the service (if appropriate)

  • Header (required)

  • Description – very short, reused on cards linking to this page (required)

  • Need to Know – a summary of the most important details (required)

    • Requirements / Eligibility – who and how qualifies for this service (required)

  • What to Do – an explanation of what the user needs to do to accomplish their goal (required)

  • Location (required)

  • Estimated timeline (if appropriate)

  • Estimated cost (if appropriate)

  • Resources – additional documents relevant to the topic (if appropriate)

    • Links to relevant ​Resource (if appropriate)

  • Owner(s) – the department(s) involved in the process (required)

  • Contact (required)

  • Related – links to other relevant articles on TCTX (automatic via tags)

  • Date Modified (automatic)

  • Tаg(s) (required)