EXHIBIT C -WaterTAP FUNCTIONAL AND NON-FUNCTIONAL REQUIRMENTS 10.02.26.xlsx
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- Attached to
- Water Technical Access Portal (WaterTAP) 2. 0
- Solicitation number
- 0000040529
- Issued by
- California
About this file
This is an Exhibit C functional and non-functional requirements specification document for the Water Technical Access Portal (WaterTAP), a web-based system being procured by the State Water Resources Control Board (SWRCB). The solicitation number is 26-014-280. The project requires vendors to develop and implement a comprehensive contact management, credentialing, data and document management system that supports multiple user roles including WaterTAP administrators, water system personnel, DDW staff, LPA staff, laboratory personnel, and SWRCB personnel. The system must facilitate user account creation, profile management, role-based access control, electronic document and data submission with CROMERR compliance, automated data validation, geospatial data management, workflow routing, and integration with existing DDW and SWRCB databases. All requirements listed are designated as mandatory scored with high stability ratings, indicating critical importance to project success.
Bidders are required to complete the vendor response section of this requirements document without modifying its format or adding unauthorized content. For each requirement, vendors must indicate whether the system meets it "out of the box" (B), requires code updates with low (L) or high (H) level of effort estimates, requires third-party software integration (T), or cannot meet the requirement (U). Vendors selecting options other than out-of-the-box must provide detailed narrative responses explaining the work required and rough order of magnitude effort estimates. The document specifies that the State reserves the right to require demonstrations of any requirements claimed to be met without customization. No pricing information, contract term details, funding sources, or award timeline are specified within this requirements exhibit; these details would typically appear in the main solicitation document and other exhibits.
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Instructions
| Exhibit C - Functional and Non-Functional Requirements (MS) |
| Vendor Response Instructions |
The Bidder must not modify the format, add columns, include explanatory text not otherwise requested, or change the format or content of this workbook.
The State reserves the right to require a demonstration of any WaterTAP Requirement the Bidder specifies will be met "Out of the Box."
Functional Requirements (MS)
1. Requirements (Columns C-F): Bidders are instructed to review all the requirements in their entirety. Detailed requirements (column F) are hierarchically traced to mid-level requirements (column E), level 2 requirements (column D), and high level objectives (column C).
2. Persona and Persona Group (Columns G-H): Indicates the target audience of each requirement. Each persona group may include one or more personas.
3. Requirement Type (Column I): Indicates whether the requirement is functional or non-functional.
4. Priority (Column J): Indicates that the requirement is mandatory scored.
5. Stability (Column K): Represents the State's confidence in the need for the accompanying requirement.
6. Requirement Owner (Column L): Indicates the owner of the requirement.
7. Available in System (Column M): Bidders shall select the appropriate value to indicate how the proposed system will meet the requirement. The available values are defined as follows:
B - Out of the Box (OOTB): The requirement can be met in its baseline form that is native to the solution and available immediately without customization, modification, configuration, additional software, third party tools, or processes of any kind. Requirement is met "Out of the Box."
C - Update to code. The code must be modified to meet the requirement.
L (0–40 hours) = Low LOE. 0–40 hours required to make necessary customizations (e.g. minor to moderate code changes, addition of new attributes and related GUI updates) For this value, a narrative response within the "Comment" column is required. The response shall include the type of work required for the customization work itself and a rough order of magnitude (ROM) estimate of effort (do not include design, testing, or other effort beyond the customization work).
H (41+ hours) = High LOE. 41+ hours required to make necessary customizations (e.g. code changes in multiple modules, addition of a function that impacts solution architecture) For this value, a narrative response within the "Comment" column is required. The response shall include the type of work required for the customization work itself and a rough order of magnitude (ROM) estimate of effort (do not include design, testing, or other effort beyond the customization work).
T - Third-party software integration required. The requirement can be met with the integration of third-party software. For this value, a narrative response within the "Comment" column is required. Name the application/tool and indicate why it is not included in the proposed solution. An example might be an Integrated Development Environment already broadly available at SWRCB and not requiring additional licensing.
U — Unable to meet the requirement. The requirement cannot be met by the proposed Solution. For this value, a narrative response within the "Comment" column is required.
If no response is indicated, the State will assume the Solution is unable to meet the requirement.
8. Supporting Information (Columns N-P): Bidders shall complete the appropriate column if the requirement cannot be met with an out-of-the-box feature.
Column N - If column M = 'C,' indicate the Level of Effort (LOE) required to complete the necessary customization. NOTE: 1 point will be awarded where Column M = 'C' and LOE is not indicated.
• L (0-40 hours) = Low LOE. 0-40 hours required to make necessary customizations (e.g. minor to moderate code changes, addition of new attributes and related GUI updates)
• H (41+ hours) = High LOE. 41+ hours required to make necessary customizations (e.g. code changes in multiple modules, addition of a function that impacts solution architecture) Column O - If column M = 'T,' indicate the third-party software what would be integrated into the solution to meet the requirement Column P - Provide additional information if:
Column M = 'C' or Column M = 'T' or Column M = 'U'
Non-Functional Requirements (MS) See 'Functional Requirements' section above for corresponding column descriptions, where applicable.
Functional Bidder Name: <<ENTER BIDDER NAME>>
| Solicitation Number: | 26-014-280 | Agency/state Entity: | State Water Resources Control Board | Project Name: | Water Technical Access Portal (WaterTAP) | FOR VENDOR RESPONSE | State-Use Only | |||
| Stage 2 Mid-level Requirement Category Number | User Story ID | Main Business Capability/Function | ||||||||
| (L1) | Sub Business Capability/Function | |||||||||
| (L2) | Requirement | |||||||||
| (MLR) | Detailed Requirement | |||||||||
| (User Story) | User Persona | Persona Group | Requirement Type | Priority | Stability | Requirement Owner | Available in System | |||
| Matsunami, Mischa@Waterboards: Click for option descriptions | Level of Effort |
(C) Matsunami, Mischa@Waterboards: Click for option descriptions Third-Party Software (T) Matsunami, Mischa@Waterboards: Click for instructions Comments Enter additional information if:
Col M = C, or Col M = T, or Col M = U
| Matsunami, Mischa@Waterboards: Click for instructions | Requirement Score | ||||||||||||
| 1.1.1 | 1.1.1.1 | Contact Management and Credentialing | Create User Accounts | Request user account to access WaterTAP through a web interface | As a WaterTAP Administrator, I need to have unique identifiers associated with each WaterTAP user account so that I can minimize duplicative WaterTAP user accounts in WaterTAP, ensure accountability, and reduce the data management and audit actions necessary to facilitate enforcement and error mitigation. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.1 | 1.1.1.2 | Contact Management and Credentialing | Create User Accounts | Request user account to access WaterTAP through a web interface | As a General WaterTAP User, I need to be able to edit my user account or any of my profile's contact information at any time through self-service with the date, time, role, and user permissions recorded when an update is made so that my contact information can be kept current and I am accountable for those updates. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.1 | 1.1.1.3 | Contact Management and Credentialing | Create User Accounts | Request user account to access WaterTAP through a web interface | As a General WaterTAP User, I need to setup a unique user account through a self-service application, provide required information, set up unique username and password, answer password reset questions, and e-sign an electronic user agreement so that I can access the WaterTAP system. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.1 | 1.1.1.4 | Contact Management and Credentialing | Create User Accounts | Request user account to access WaterTAP through a web interface | As a WaterTAP Administrator, I need to configure information required for user account registration, such as legal first name, legal last name, middle name (optional), email, address 1, address 2, city, state, zip code, cell phone, certificates information if any (optional), PE license number if any (optional), WB working email if WB/LPA employee (optional) so that General WaterTAP users can establish user accounts. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.1 | 1.1.1.5 | Contact Management and Credentialing | Create User Accounts | Request user account to access WaterTAP through a web interface | As a WaterTAP Administrator, I need to be able to configure the contents in the electronic user agreement and allow for perodic updates and re-attestation to the new agreement language so that General WaterTAP users can establish user accounts. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.1 | 1.1.1.6 | Contact Management and Credentialing | Create User Accounts | Request user account to access WaterTAP through a web interface | As a WaterTAP Administrator, I need to have WaterTAP automatically validate the information submitted for creating a user account, including email, address, etc. so that the user account request can be evaluated and granted by WaterTAP automatically prior to manual assignment of roles and permissions by the appropriate approver. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.1 | 1.1.1.7 | Contact Management and Credentialing | Create User Accounts | Request user account to access WaterTAP through a web interface | As a General WaterTAP User, I need to be prompted/alerted when the information I provided to set up an user account does not pass WaterTAP's auto validation and be able to edit the field so that I can provide correct and necessary information. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.1 | 1.1.1.8 | Contact Management and Credentialing | Create User Accounts | Request user account to access WaterTAP through a web interface | As a DDW Staff, I need to send communication through WaterTAP to invite a laboratory personnel to join WaterTAP and provide instructions on setting up a user account and creating laboratory profile so that laboratory personnel can set up access to WaterTAP. | DDW Staff | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.1 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a General WaterTAP User, I need to be notified if my PWS relationship request is approved or denied so that I can access my PWS if approved or receive notification if denied. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.2 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a General WaterTAP User, I need to be notified if my request to associate with a PWS has not been acknowledged within 14 days so that the request expires and the process ends. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.3 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a DDW Staff / LPA Staff, I need to be able to send emails through WaterTAP to invite non-PWS affiliates to join WaterTAP so that the non-PWS associated profile user account can be set up to access selected information through WaterTAP. | DDW Staff / LPA Staff | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.4 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a General WaterTAP User, I need to provide the key information (e.g. Agency Name, Agency ID (optional), first name, last name, middle name, email, address 1, address 2, city, state, zip code, phone, intended access request, DDW collaborators contact information, etc.) so that I can set up a non-PWS associated profile user account in order to access WaterTAP. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.5 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a WaterTAP Administrator, I need to receive notice in WaterTAP when users request to set a non-PWS affiliate profile role so that I can review and approve/deny the request. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.6 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a WaterTAP Administrator, I need to be able to approve/deny a request to set up a non-PWS affiliate profile role and assign permission level so that person can connect to WaterTAP with certain permissions. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.7 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a WaterTAP Administrator, I need to be able to configure groups of role / permission levels for all authenticated WaterTap users so that I can assign those pre-configured permissions to those users. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.8 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a General WaterTAP User, I need to be notified when my requested role is approved/denied so that I can gain access according to the permissions granted. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.9 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a Laboratory, I need to be able to request a lab profile for each lab I am representing in WaterTAP by providing information such as my first, last name, ELAP certification number, working email address, CLIP Username, etc. so that my individual profiles can be reviewed and approved to have the laboratory account in WaterTAP. | Laboratory | Laboratory | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.10 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a Laboratory, I need to have WaterTAP auto-validate my ELAP number / CLIP login credential (username) provided by me and accept/reject the user account and profile set up request so that I can setup a user account and profile in WaterTAP. | Laboratory | Laboratory | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.11 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a WaterTAP Administrator, I need to have laboratory login credentials synced to CLIP login credentials so that account requests are automatically validated and I can approve lab account/profile request(s). | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.12 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a Laboratory, I need to be notified when my user account/profile is approved/rejected by WaterTAP, with guidance on how to access WaterTAP if approved, or how to send an inquiry if needed to appeal the rejection so that I can access WaterTAP. | Laboratory | Laboratory | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.13 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a General WaterTAP User, I need to provide certificate number(s) for back flow tester, cross-connection specialist, etc. with effective dates when setting up a user account so that certificate information are tracked with the user at the account level. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.14 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a General WaterTAP User, I need to be able to edit or add certificate number(s) and effective dates for back flow tester, cross-connection specialist, etc. at the user account level when needed so that certificate information are tracked with the user at the account level. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.15 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a WaterTAP Administrator, I need to be able to pull certificate info from OpCert to WaterTAP at desired frequency so that CDS can check if operator satisfies the PWS's operator level requirement. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.16 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a WaterTAP Administrator, I need to have WaterTAP automatically verify if the certificate number(s) and effective dates associated with user account match data in OpCert or satisfy operator requirements for a specific treatment facility or distribution system of a given PWS so that CDS can check if operator satisfies the PWS's operator level requirement. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.17 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a Water System Admin, I need to have WaterTAP notify me if the certificate number(s) and effective dates associated with user account(s) do not match data in OpCert or does not satisfy operator requirements for my PWSID so that I can take actions promptly. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.2 | 1.1.2.18 | Contact Management and Credentialing | Create User Accounts | Review and approve /deny user account requests | As a DDW Staff / LPA Staff, I need to have WaterTAP notify me if the certificate number(s) and effective dates associated with user account(s) do not match data in OpCert or does not satisfy operator requirement for a PWSID I am responsible for so that I can take actions promptly. | DDW Staff / LPA Staff | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.3 | 1.1.3.1 | Contact Management and Credentialing | Create User Accounts | Limit each PWSID to one Water System Admin contact | As a WaterTAP Administrator, I need to be able to limit each PWS ID to have one Water System Admin profile/role at a time, while one user can be Water System Admin for multiple PWS IDs so that only one Water System admin is responsible for each PWS ID at any given time. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.1 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to have the ability to have multiple profiles within the same user account so that actions I take are associated to the appropriate profile and/or PWSID(s). | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.2 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to be able to register with a physical address or phone number that already exists within another account or profile so that multiple accounts/profiles may utilize the same address or phone number. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.3 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to be able to log in to WaterTAP through my user account first before accessing my profiles and linked PWSIDs so that all work performed by me is accounted for within a selected user account. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.4 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to verify every email address I add to my user account/profiles in WaterTAP so that all email addresses are valid for future communication. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.5 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to be able to create profiles by providing contact information that is specific to each profile. i.e., profile name, work email, work address 1, work address 2, city, state, zip code, work phone number, work phone extension (optional), cell phone, etc. so that I can be contacted for specific actions taken under each profile and distinguish between profiles under my account. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.6 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a WaterTAP Administrator, I need to be able to configure the allowable roles/permission types a user can be assigned to (e.g. Water System Administrator, operator types, PWS staff, WB staff, laboratory staff, fed/state agency staff) so that general WaterTAP users can be assigned the specific roles. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.7 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to be able to request to be associated with a specific PWSID for the associated Water System Administrator role for that PWSID through self-service by providing the requested PWSID at which point external actions to WaterTAP must be taken by both the requestee and the WaterTAP Administrator before the account association is allowed to progress, so that CROMERR compliance is achieved. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.8 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to have a two stage approval process to grant a Water System Admin access/permissions so that both the WaterTAP Admin and a DDW/LPA staff both approve a PWS AC access request before access is granted. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.9 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a DDW Staff / LPA Staff, I need to receive notice when a General WaterTAP user requests to become Water System Admin to a specific PWS ID so that I can start the review process and record my verification in WaterTap if this person is verified to be the Water System Administrative Contact for this PWS ID. | DDW Staff / LPA Staff | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.10 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a WaterTAP Administrator, I need to be able to approve requests to link a user account to a PWS ID with a role as Water System Admin and confirm that I received the LRO agreement outside of WaterTAP so that the Water System Admin can manage the PWS ID . | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.11 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a WaterTAP Administrator, I need to be notified if DDW/LPA Staff deny a General WaterTAP user's request for associating with a specific PWSID as the Water System Administrator role so that I can ensure that the General WaterTAP user does not receive access even though the wet signature was submitted. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.12 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a WaterTAP Administrator, I need to be able to configure a list of standard roles/permission types and associated contact types so that Water System Admin can manage the contact information associated with each PWSID and the contact types to meet minimum federal reporting requirements (currently AC only) and other requirements. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.13 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to be able to send emails through WaterTAP to invite my staff/auxiliary to associate to the PWS ID with a selected role/permission type, and assign a profile to this relationship (a user account must be set up first if none existed yet.) so that PWS staff/auxiliary can access WaterTAP for that PWS ID. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.14 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to be able to edit role/permission type for each PWS staff/auxiliary associated with my PWSID(s) at any time so that I am fully responsible for the assignment of authority. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.15 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to receive notice (email and WaterTap dashboard) if my invitation to staff/auxiliary to link to my PWSID is accepted (after setting up user account and profile), denied or expired without response so that I can take next steps. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.16 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to have WaterTAP automatically display the contact information for both my and any Water System Personnel’s contact information as well as the PWSID’s contact information so that any time updates are made to contact information for users associated with my PWSID, their update information is also displayed on my PWSID display. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.17 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to be able to request the association of my profile and role with PWS ID(s) and specify start dates (including past or future dates) and intended role with that PWS ID, and request approval from Water System Admin so that I can be given permission to access that PWS ID after Water System Admin approval. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.18 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to receive notice and be the only persona associated with a PWS ID who can approve/deny when a WaterTAP user requests a non-Water System Admin role to the specific PWS ID so that only I can approve users for my PWSID. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.19 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to be able to approve a request to associate a General WaterTap user profile with my PWSID so that I can setup that users specific role and permission for my PWSID. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.20 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to be able to deny a request with optional comment to associate a General WaterTap user profile with my PWSID so that I can limit/restrict access to only necessary profiles to my PWSID. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.21 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to be able to associate, from a pre-configured list, the specific contact type (i.e., role) for a Water System Staff / Water System Auxiliary so that the contact type for each Water System Staff / Water System Auxiliary that I associate with my PWSID is displayed, accurate, and up to date. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.22 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to be notified if my request to establish a relationship with a PWSID is approved/denied by the Water System Admin or expired without response so that I am made aware of the status of my request. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.23 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to have any request to establish a relationship with a PWS ID to expire within a pre-configured duration if there is no response from the other party so that I am informed and can take other actions. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.24 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to be able to indicate a begin date for a relationship with my PWS ID, otherwise, WaterTAP will use the dates when the relationship is accepted as the default begin date so that access for my PWSID is limited by the start date. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.25 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to be able to immediately unassociate a user from my PWS ID or enter a future end date and not delete the transaction so that the user's access to my PWSID is revoked and transaction history is retained. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.26 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a DDW Staff / LPA Staff, I need to be able to apply an end date for the prior Water System Admin role for a PWSID I am responsible for and provide reasons if that person left without providing an end-date in WaterTAP through self-service so that a relationship between a PWS ID and the prior Water System admin will be dissolved. | DDW Staff / LPA Staff | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.27 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a WATER SYSTEM PERSONNEL, I need to be able to immediately unassociate my relationship with a PWS ID or enter a future end date and not delete the transaction so that my relationship to a PWSID is revoked and transaction history is retained. | WATER SYSTEM PERSONNEL | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.28 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to be notified if any staff/auxiliary associated with my PWS ID has terminated or set up a future end date to terminate the relationship with the PWS ID so that I am aware and can take actions promptly. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.29 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Staff / Water System Auxiliary, I need to be notified if my relationship with a PWSID is terminated by Water System Admin so that I am aware that I no longer have access to that PWSID. | Water System Staff / Water System Auxiliary | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.30 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a DDW Staff / LPA Staff, I need to be notified if any Water System Admin associated with one of the PWS IDs I am responsible for has terminated their relationship with the PWS ID so that I am aware and can take actions promptly. | DDW Staff / LPA Staff | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.31 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to have a search function available to allow me to identify existing user with specific role / permission type or geo-region so that I can find the specific role / permission type before requesting a relationship. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.32 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a Water System Admin, I need to be able to send a message through WaterTAP to invite any existing WaterTAP user to establish a relationship with my PWS ID with a selected role/permission type so that the user can accept or deny a relationship with that PWS ID. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.33 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a WaterTAP Administrator, I need to be able to configure and have WaterTAP detect pre-configured prohibitions for a user to have multiple conflicting profile types so that non-allowed profile pairings will be prohibited. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.4 | 1.1.4.34 | Contact Management and Credentialing | Create User Accounts | Create multiple user profiles / roles / permissions within each user account | As a General WaterTAP User, I need to be able to deactivate my user account, profile or role and not delete the transaction so that my access to WaterTAP information is up-to-date and account history is retained. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.5 | 1.1.5.1 | Contact Management and Credentialing | Create User Accounts | Maximize uniqueness of user accounts and enforce profile type requirements | As a WaterTAP Administrator, I need to have WaterTAP reject an account creation if the email address is already in-use in WaterTAP so that each account in WaterTAP has an unique email address. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.5 | 1.1.5.2 | Contact Management and Credentialing | Create User Accounts | Maximize uniqueness of user accounts and enforce profile type requirements | As a WaterTAP Administrator, I need to be able to configure the information a user needs to provide to set up a user account and different types of profiles, configure the rules that WaterTAP will use to automatically validate information, and approve requests so that DDW staff don't need to do it manually. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.1.5 | 1.1.5.3 | Contact Management and Credentialing | Create User Accounts | Maximize uniqueness of user accounts and enforce profile type requirements | As a General WaterTAP User, I need to maximize uniqueness despite PII so that all of my profile(s) are contained under a single account.. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.1 | 1.2.1.1 | Contact Management and Credentialing | Manage Account Information | Deactivate user accounts / change role / permissions | As a WaterTAP Administrator, I need to be able to archive user accounts and profiles that are dormant for a period that I will specify so that there is a full record of user/profile history and our active list is up-to-date. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.1 | 1.2.1.2 | Contact Management and Credentialing | Manage Account Information | Deactivate user accounts / change role / permissions | As a General WaterTAP User, I need to be able to re-activate my dormant user account and profiles that were archived so that there is a full record of user/profile history and our active list is up-to-date. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.1 | 1.2.1.3 | Contact Management and Credentialing | Manage Account Information | Deactivate user accounts / change role / permissions | As a WaterTAP Administrator, I need to be able to deactivate a user account when improper activity is detected or reported so that the system does not get compromised. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.2 | 1.2.2.1 | Contact Management and Credentialing | Manage Account Information | Provide user support to change / update user account information | As a WaterTAP Administrator, I need to be able to update a user account's email and phone number on behalf of the user so that the user's contact information is up-to-date. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.2 | 1.2.2.2 | Contact Management and Credentialing | Manage Account Information | Provide user support to change / update user account information | As a WaterTAP Administrator, I need to be able to combine multiple user accounts into a single user account if those multiple accounts are identified to be replicated user accounts for the same person so that that person's contacts and credential are at one place and is responsible for all the actions. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.2 | 1.2.2.3 | Contact Management and Credentialing | Manage Account Information | Provide user support to change / update user account information | As a WaterTAP Administrator, I need to be able to edit the contact information for user account(s) and/or profile(s) and record the date and reason behind the action (i.e. user access issue) so that we can keep information up to date. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.2 | 1.2.2.4 | Contact Management and Credentialing | Manage Account Information | Provide user support to change / update user account information | As a WaterTAP Administrator, I need to have a notice automatically sent to users when I have made a change to their contact information on their behalf so that the users are aware of the action(s) taken. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.3 | 1.2.3.1 | Contact Management and Credentialing | Manage Account Information | Perform self-service account management | As a General WaterTAP User, I need to be able to recover my account for lost password or user ID through self-service so that I can regain access to WaterTAP. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.3 | 1.2.3.2 | Contact Management and Credentialing | Manage Account Information | Perform self-service account management | As a DDW Staff / LPA Staff, I need to be able to view a dashboard interface for each PWSID so that I can access historical and current PWSID data and documents. | DDW Staff / LPA Staff | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.4 | 1.2.4.1 | Contact Management and Credentialing | Manage Account Information | Comply with CROMERR user authentication requirements | As a General WaterTAP User, I need to use multifactor authenticator (e.g., application/text/email) to create a user account and access WaterTAP per SWRCB standards so that CROMERR requirement is satisfied. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.1 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a WaterTAP Administrator, I need to have WaterTAP automatically track users who have dormant user accounts for a period (e.g., 11 months) and send a notice by email/text message to the users that they need to log in by a pre-defined period (e.g., end of 12th month) to make sure their account stays active so that the user is notified their account will be inactivated if action is not taken.. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.2 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a Water System Admin, I need to be able to "request", "decline", "accept", or "terminate" a relationship with Water System Staff/Auxiliary so that no user(s) should be able to write to my PWSID without my consent to the relationship . | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.3 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a Water System Staff / Water System Auxiliary, I need to be able to "decline" a relationship request from a Water System Admin to be linked with a PWSID so that I am not linked to the PWS ID. | Water System Staff / Water System Auxiliary | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.4 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a General WaterTAP User, I need to only have a relationship with a PWS ID established when both the requester and recipient accept the relationship so that all relationships with a PWS ID are acknowledged on both sides. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.5 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a General WaterTAP User, I need to be notified when my relationship with a PWSID is terminated by the other party so that I can be informed and take follow-up actions as necessary. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.6 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a Water System Admin, I need to be able to assign various combinations of roles/permissions, pre-configured by the WaterTAP administrator so that Water System Personnel can have varying roles/permissions associated with my PWSID. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.7 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a WaterTAP Administrator, I need to use WaterTAP as the database of record for contact information so that there is one database of record for contact information and Federal Reporting requirements are satisfied. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.8 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a Water System Admin, I need to be responsible for maintaining and updating which Water System Personnel / Water System Auxiliary profiles may be associated with my PWSID PWS contact information stays current, and Federal Reporting requirements are satisfied. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.9 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a SWRCB PERSONNEL, I need to be able to view and query contact information so that I can download and use as needed. | SWRCB PERSONNEL | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.10 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | I need to be able to assign roles and permissions to SWRCB Personnel as needed to allow SWRCB Personnel to manage laboratories in WaterTAP. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.11 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a DDW Staff / LPA Staff, I need to be able to manually override and approve a user's lab profile that files the auto-validation so that access to WaterTAP can be provided for special cases where the auto-validation of the account request fails. | DDW Staff / LPA Staff | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.12 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a Water System Admin, I need to be able to assign, from the Water System Personnel / Water System Auxiliary users which I permit access to my PWSID, a chief/shift operator for each treatment facility and distribution system in my PWSID as part of the basic PWS inventory information and have WaterTAP auto-populate the basic PWS inventory with the operator's information (e.g. name, certificate type/number, effective date) for each treatment facility and distribution system so that the operator credential(s) can be tracked. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.5 | 1.2.5.13 | Contact Management and Credentialing | Manage Account Information | Establish, maintain, and track changes of profile roles/permissions | As a WaterTAP Administrator, I need to be able to create and configure legal entity types (e.g., controlling entities, lab, engineering firms) and establish association of legal entities with PWSID(s) and a user account so that users can establish associations between their role, Legal Entity, and a PWSID(s). | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.6 | 1.2.6.1 | Contact Management and Credentialing | Manage Account Information | Maintain account change history | As a WaterTAP Administrator, I need to have WaterTAP auto-populate part of PWS basic information by pulling contact and license information from PWS-affiliated user accounts and profiles so that Water System Admins can verify and edit if necessary. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.6 | 1.2.6.2 | Contact Management and Credentialing | Manage Account Information | Maintain account change history | As a WaterTAP Administrator, I need to record all history of changes including a change log related to user accounts, profiles, roles and permissions, including timestamp and the user who made the change so that I can track historical access rights. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.7 | 1.2.7.1 | Contact Management and Credentialing | Manage Account Information | Transfer PWSID access to another Water System Admin with WaterTAP Admin approval | As a Water System Admin, I need to to be able to provide an effective start date for a replacement Water System Admin for my PWSID by identifying the date and user information. The new Water System Admin will need to set up user account, Water System Admin profile, and outside of WaterTAP send in Subscriber Agreement, before this transition can occur so that there should always be an active Water System Admin account for each PWSID. | Water System Admin | Water System Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.7 | 1.2.7.2 | Contact Management and Credentialing | Manage Account Information | Transfer PWSID access to another Water System Admin with WaterTAP Admin approval | As a DDW Staff / LPA Staff, I need to be notified when a Water System Admin provided an effective start date for a replacement Water System Admin for a specific PWSID and approve/deny the relationship between the new Water System Admin and the PWSID so that there is always an active Water System Admin account for each PWSID. | DDW Staff / LPA Staff | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.8 | 1.2.8.1 | Contact Management and Credentialing | Manage Account Information | Auto-populate user transactions with user/profile/role at time of transaction | As a WaterTAP Administrator, I need to have WaterTAP associate the user roles / permissions they have at the time they take an action in WaterTAP with that particular action in WaterTAP so that water system personnel are held accountable. | WaterTAP Administrator | SWRCB Personnel | Functional | Mandatory Scored | High | State | 0 | |
| 1.2.9 | 1.2.9.1 | Contact Management and Credentialing | Manage Account Information | Enforce address requirements based on Water Board rules and regulations (e.g. foreign address limitations) | As a General WaterTAP User, I need to have the ability to provide addresses both within the United States and internationally and have WaterTAP provide USPS address validation so that my user account and/or profile have correct contact information. | General WaterTAP User | General WaterTAP User | Functional | Mandatory Scored | High | State | 0 |
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