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  1. Document Management System
  2. DMS-43

Create chain of approval users

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    Details

    • Type: New Feature
    • Status: To Do
    • Priority: Medium
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: Multiple Signer
    • Labels:
    • Sprint:
      DMS - Fall Sprint 6, DMS - Fall Sprint 7, DMS - Gap Fall & Win Sprint 1

      Description

      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:

      1. User enters DMS platform via link or consuming application.
      2. User navigates to create an approval workflow

      Acceptance Criteria:

      1. 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.
      2. 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).
      3. 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.
      4. 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:

      1. DMS user hits 'Save'.
      2. DMS user exits the DMS platform.

      Prerequisites:

      1. User is a current user of CBAT, CBES, or WT OR has stand alone link to log in.
      2. User knows how to access portal either by link or within CB application.

        Attachments

        1. 1.1 Approver List.png
          146 kB
          Aruna Raheja
        2. 1.2 Add New Approver.png
          95 kB
          Aruna Raheja
        3. 1.3 Add New Approver.png
          114 kB
          Aruna Raheja
        4. 1.4 Add New Approver.png
          116 kB
          Aruna Raheja
        5. 1.5 Approver List actions.png
          147 kB
          Aruna Raheja
        6. 1.6 Approver List Copy.png
          111 kB
          Aruna Raheja

          Issue Links

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              People

              Assignee:
              narendra.kumar Narendra Kumar
              Reporter:
              molly.ronovsky Molly Ronovsky (Inactive)
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                Dates

                Created:
                Updated:

                  Time Tracking

                  Estimated:
                  Original Estimate - 64h
                  64h
                  Remaining:
                  Remaining Estimate - 32h
                  32h
                  Logged:
                  Time Spent - Not Specified Time Not Required
                  Not Specified