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Type:
New Feature
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Status:
To Do
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Priority:
Medium
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Resolution:
Unresolved
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Affects Version/s:
None
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Sprint:
DMS - Fall Sprint 6, DMS - Fall Sprint 7, DMS - Gap Fall & Win Sprint 1
Overview:
Allow DMS user the ability to create a chain of users (workflow) in which a form will be sent so that each subsequent user can approve or decline a document.
Entry Criteria:
- User enters DMS platform via link or consuming application.
- User navigates to create an approval workflow
Acceptance Criteria:
- If I am a DMS user creating an approval workflow, I can enter in static people that should approve a document so that is go to specific people.
- If I am a DMS user creating an approval workflow, I can use a hierarchy to dynamically pull in approvers (ie. hiring manager to be pull in from ATS requisition).
- If I am a DMS user creating an approval workflow, I can save the workflow to be able to use when I have a document that needs approval.
- If I am a DMS user creating an approval workflow, I can copy a workflow so that I can tweak it and save a new workflow from the existing workflow.
Exit Criteria:
- DMS user hits 'Save'.
- DMS user exits the DMS platform.
Prerequisites:
- User is a current user of CBAT, CBES, or WT OR has stand alone link to log in.
- User knows how to access portal either by link or within CB application.
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Hi Aruna Raheja,
Thanks for updating this! Only change would be "Copy", not sure if that is the right term. "Use" or "Select" may be better - thoughts Kristen?
-Robert