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Define ATM in context of execution periodApply pre-committed time per facilityApply maintenance time per facilityApply carry-over per facilityInspect ATMManual modification of ATMModification of OSDsAssign Preliminary SPGenerate reports: Facility Report, Proposal Summary Inspect Facility Report, Proposal SummaryInspect ADsApprove ADsGenerate Directors' Reports
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To determine what time is available for the new proposals, I first have to build an Available Time Model (ATM) for my facility. The ATM needs to know about pre-committed time from previous approved proposals (e.g., multi-semester, monitoring), sponsored time, maintenance periods, tests, and then also carry-over from the previous semester. I want to be able to import files to specify this information, inspect the imported information, and modify it on the fly as I need. The ATM also depends on the weather and the hardware sometimes (e.g., VLA configuration).

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As a TAC member, I am representing my panel while the TAC comes to consensus about scheduling priorities, proprietary periods, scheduling constraints, recommended times, and TAC Comments to the PI. The goal as a TAC member is to make recommendations for the Director's Review, not approve the requests; the Director's Review relies heavily on our recommendations. To do this, I need visibility to the entirety of a proposal, even the author list (as long as the Dual Anonymous Review Policies allows it). I also need visibility to all of the SRP Comments, Feasibility Comments, and the TTA member's Comments to the TAC. I need to know what the TTA member (scheduler) recommends (e.g., facility reports, proposal summaries) and how it compares to what the PI requested. There is a lot of information to keep track of here so I need slim, efficient views as well as detailed view. Usually in the TAC meeting, we talk through proposals first by the Large Proposal type, then Regular Proposals. We then order by Facility -  Triggered - Score, so it would be nice if these were easy "preset" filters (or tabs) for me to jump between. Oh, and I'd like to print out the proposals and the reports in case I won't have access to my computer during the meeting. Finally, I really do need full visibility into the proposals. Even if I was marked as conflicted on a proposal in my panel, that shouldn't mean anything now.


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As a TAC member I want to review ADs to make scheduling priority recommendations for the Directors' Review.
As a TAC Chair I need to coordinate the discussion and sign off on the recommendations for the directors' review.
As a TTA member I need all of the powers of the TAC Chair so I can facilitate the meeting.
As a TTA member I need to be able to modify the OSDs and ADs so I can record the recommendations by the TAC.


At the Directors' Review, the directors need to see the Proposals/ADs/ODS information but I as the TTA member will be making the final edits to the information and then generating the reports after the review is over.

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As a participant in the Directors' Review I want to be able to see the recommendations made by the TAC.
As a TTA member I need to update the ADS/OSDs to reflect the result of the Directors' Review.
As A TTA member I need to generate the Directors' Report.


Story board for OSR

Recommend Scheduling PrioritiesApprove Scheduling Priorities

As a TTA member for the OSR process, one or more of us will collaborate on reviewing a proposal.  Typically for proposals in the OSR process, we don't modify the requests to the extent as in the PPR process: we either accept what they have proposed or decline it. It would be good to have the same tools to edit OSDs as the PPR process, but I won't define ATMs and build reports because this is just one proposal. I will have external information to understand the available time and if this proposal can be accommodated. After modifying OSDs, as a TTA member I perform the Science and Feasibility reviews as well as form the recommendations for Proprietary Time, Approved Time, Scheduling Constraints, and Scheduling Priorities. I need to modify these attributes and provide OSC Comments to the PI and Internal Comments for the OSC in case I want to capture any specific comments for the PI. Once I have made my recommendations, I want to finalize the review.

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