Details

    • Type: New Feature
    • Status: To Do
    • Priority: Medium
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: Multiple Signer
    • Labels:

      Description

      Overview:

      Allow approver to either approve or decline document via email..

      Entry Criteria:

      1. Approver receives email to approve/reject document.
      2. Approver opens email.

      Acceptance Criteria:

      1. If I receive an approval email, I am able to open the attached document needing approval.
      2. If I receive an approval email, I am able to press approve so that the document can be routed forward in the approval process.
      3. If I have approved the document, I also have the ability to insert additional comments so that it is tracked with the document history.
      4. If I receive an approval email, I am able to press reject so that the document can be sent back to originator.
      5. If I have rejected the document, I also have the ability to insert additional comments so that it is tracked with the document history.

      Exit Criteria:

      1. Approver presses approve and enters any comments OR presses reject and enters any additional comments.

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            Hide
            Robert.Malony Robert Malony (Inactive) added a comment -

            Hi Samir,

            Reviewed these requirements and we need this functionality with Offer Letter for Fall release. There needs to be a way for those that are in the approval process flow to view the offer letter and either accept or reject with changes/comments.

            Adding for UX to provide any visuals that are needed as there has to be a chain of approval and rejections for offer letters.

            -Robert

            cc: ShashiKant Mishra and Kristen

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - Hi Samir , Reviewed these requirements and we need this functionality with Offer Letter for Fall release. There needs to be a way for those that are in the approval process flow to view the offer letter and either accept or reject with changes/comments. Adding for UX to provide any visuals that are needed as there has to be a chain of approval and rejections for offer letters. -Robert cc: ShashiKant Mishra and Kristen
            Hide
            aruna.raheja Aruna Raheja added a comment -

            Hi Robert Malony : Can you please confirm regarding the emails that will be send for approval, like these emails send for single document or multiple document.

            CC: Kristen, ShashiKant Mishra Samir

            Show
            aruna.raheja Aruna Raheja added a comment - Hi Robert Malony  : Can you please confirm regarding the emails that will be send for approval, like these emails send for single document or multiple document. CC: Kristen , ShashiKant Mishra Samir
            Hide
            Robert.Malony Robert Malony (Inactive) added a comment - - edited

            Hi Aruna Raheja,

            The emails that will be sent for approval one at a time. For instance, if I am an approver for all requisitions, then I should get a unique email for each approval that I need to make. If there are multiple documents tied to a single requisition that need approval, then those documents will be sent via one email, or at least they should.

            Thanks,
            Robert

            cc: Kristen and Samir

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - - edited Hi Aruna Raheja , The emails that will be sent for approval one at a time. For instance, if I am an approver for all requisitions, then I should get a unique email for each approval that I need to make. If there are multiple documents tied to a single requisition that need approval, then those documents will be sent via one email, or at least they should. Thanks, Robert cc: Kristen and Samir
            Hide
            aruna.raheja Aruna Raheja added a comment -

            Hi Robert Malony,

            Kindly check the attached mocks.

            Thanks,

            Aruna

            CC: Kristen Samir ShashiKant Mishra

            Show
            aruna.raheja Aruna Raheja added a comment - Hi Robert Malony , Kindly check the attached mocks. Thanks, Aruna CC: Kristen Samir ShashiKant Mishra
            Hide
            Robert.Malony Robert Malony (Inactive) added a comment -

            Hi Aruna Raheja,

            For the first two mock-ups with emails, what are the differences, meaning when will those show (one with a button to Review and Approve and then the Documents themselves). If I click on the link does that take me to the Review and Approve page that the button would take me through? What happens when I click on the Documents in the email?

            Also, are those multiple Documents per an approval flow and not just Documents from multiple approval flows the Approver needs to review?

            Thanks,
            Robert

            cc: Samir and Kristen

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - Hi Aruna Raheja , For the first two mock-ups with emails, what are the differences, meaning when will those show (one with a button to Review and Approve and then the Documents themselves). If I click on the link does that take me to the Review and Approve page that the button would take me through? What happens when I click on the Documents in the email? Also, are those multiple Documents per an approval flow and not just Documents from multiple approval flows the Approver needs to review? Thanks, Robert cc: Samir and Kristen
            Hide
            aruna.raheja Aruna Raheja added a comment -

            Hi Robert Malony,

            There are two different mock-ups, first one is used if there is a single document. Once a user click on Review and approve button (that he received on his email) he will be redirected to Mock-up 2.3.

            Second mock-up is received, once recruiter has 3-4 documents to review. He has to click on the attached document to approve.

            Also, are those multiple Documents per an approval flow and not just Documents from multiple approval flows the Approver needs to review? for this we need to check with DEV team that how they will manage the same in backend

            Thanks,

            Aruna

            cc: Samir and Kristen

            Show
            aruna.raheja Aruna Raheja added a comment - Hi Robert Malony , There are two different mock-ups, first one is used if there is a single document. Once a user click on Review and approve button (that he received on his email) he will be redirected to Mock-up 2.3. Second mock-up is received, once recruiter has 3-4 documents to review. He has to click on the attached document to approve. Also, are those multiple Documents per an approval flow and not just Documents from multiple approval flows the Approver needs to review? for this we need to check with DEV team that how they will manage the same in backend Thanks, Aruna cc: Samir and Kristen
            Hide
            Robert.Malony Robert Malony (Inactive) added a comment -

            Hi Aruna Raheja,

            Thanks for the background. If I understand that correctly, then if you have 1 or 2 documents to Approve, then you get 2.1 which has the button. If you have 3 or more, then 2.2 will show with the thumbnails.

            Also, for the open question around the email showing multiple documents tied to a single Approval flow OR all documents assigned for User to Approve, is this something you can provide more details on Samir?

            Thanks,
            Robert

            cc: Kristen and ShashiKant Mishra

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - Hi Aruna Raheja , Thanks for the background. If I understand that correctly, then if you have 1 or 2 documents to Approve, then you get 2.1 which has the button. If you have 3 or more, then 2.2 will show with the thumbnails. Also, for the open question around the email showing multiple documents tied to a single Approval flow OR all documents assigned for User to Approve, is this something you can provide more details on Samir ? Thanks, Robert cc: Kristen and ShashiKant Mishra

              People

              Assignee:
              samir Samir
              Reporter:
              molly.ronovsky Molly Ronovsky (Inactive)
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              Watchers:
              3 Start watching this issue

                Dates

                Created:
                Updated:

                  Time Tracking

                  Estimated:
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                  Remaining:
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