Document Management SystemProject Type: software

Document Management System

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  1. Document Management System
  2. DMS-45

Email template for approval process

    Details

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

      Description

      Overview:

      Allow DMS user to update/edit the document approval template.

      Entry Criteria:

      1. User enters DMS platform via link or consuming application.
      2. User navigates to email template.

      Acceptance Criteria:

      1. User shall be able to make changes to the offer letter via the template and send back to approvers in the process.
      2. If I navigate to the email template, I am able to update the verbiage of the template that will be sent throughout the approval process.

      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

          Issue Links

          relates to

          New Feature - A new feature of the product, which has yet to be developed. DMS-1953 Create email template for approval process.

          • Medium - Has the potential to affect progress.
          • To Do

            Activity

            Ascending order - Click to sort in descending order
            molly.ronovsky Molly Ronovsky (Inactive) created issue -
            molly.ronovsky Molly Ronovsky (Inactive) made changes -
            Field Original Value New Value
            Epic Link DMS-40 [ 69739 ]
            molly.ronovsky Molly Ronovsky (Inactive) made changes -
            Fix Version/s Winter release [ 10428 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Sprint DMS - Sprint 4 [ 132 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Rank Ranked higher
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Sprint DMS - Sprint 4 [ 132 ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Assignee Samir [ samir ] Swapnil Pandhare [ swapnil.pandhare ]
            prasad.patil Prasad Patil (Inactive) made changes -
            Assignee Swapnil Pandhare [ swapnil.pandhare ] Samir [ samir ]
            Resolution Not in scope [ 10700 ]
            Status To Do [ 10000 ] Done [ 10001 ]
            rohan.khandave Rohan J Khandave (Inactive) made changes -
            Resolution Not in scope [ 10700 ]
            Status Done [ 10001 ] To Do [ 10000 ]
            shashikant.mishra ShashiKant Mishra (Inactive) made changes -
            Fix Version/s Enhancements - Fall [ 10610 ]
            Fix Version/s Winter release [ 10428 ]
            samir Samir made changes -
            Remaining Estimate 24h [ 86400 ]
            Original Estimate 24h [ 86400 ]
            shashikant.mishra ShashiKant Mishra (Inactive) made changes -
            Sprint DMS - Fall Sprint 6 [ 165 ]
            samir Samir made changes -
            Assignee Samir [ samir ] Robert Malony [ robert.malony ]
            shashikant.mishra ShashiKant Mishra (Inactive) made changes -
            Sprint DMS - Fall Sprint 6 [ 165 ] DMS - Fall Sprint 6, DMS - Fall Sprint 7 [ 165, 166 ]
            Robert.Malony Robert Malony (Inactive) made changes -
            Description Overview:
            Allow DMS user to update/edit the document approval template.

            Entry:
            1. User enters DMS platform via link or consuming application.
            2. User navigates to email template.

            Acceptance Criteria:
            *IF I navigate to the email template, I am able to update the verbiage of the template that will be sent throughout the approval process.

            Exit:
            *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.             		h2. Overview:
            Allow DMS user to update/edit the document approval template.

            h3. Entry Criteria:
            # User enters DMS platform via link or consuming application.
            # User navigates to email template.

            h3. Acceptance Criteria:
            # User shall be allowed to define
            # If I navigate to the email template, I am able to update the verbiage of the template that will be sent throughout the approval process.

            h3. Exit Criteria:
            # DMS user hits 'Save'.
            # DMS user exits the DMS platform.

            h3. 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.
            Hide
            Permalink
            Robert.Malony Robert Malony (Inactive) added a comment -

            Hi Samir,

            Reviewed these requirements and we need this functionality with Offer Letter for Fall release.

            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. 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
            Robert.Malony Robert Malony (Inactive) made changes -
            Description h2. Overview:
            Allow DMS user to update/edit the document approval template.

            h3. Entry Criteria:
            # User enters DMS platform via link or consuming application.
            # User navigates to email template.

            h3. Acceptance Criteria:
            # User shall be allowed to define
            # If I navigate to the email template, I am able to update the verbiage of the template that will be sent throughout the approval process.

            h3. Exit Criteria:
            # DMS user hits 'Save'.
            # DMS user exits the DMS platform.

            h3. 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.             		h2. Overview:
            Allow DMS user to update/edit the document approval template.

            h3. Entry Criteria:
            # User enters DMS platform via link or consuming application.
            # User navigates to email template.

            h3. Acceptance Criteria:
            # User shall be able to make changes to the offer letter via the template and send back to approvers in the process.
            # If I navigate to the email template, I am able to update the verbiage of the template that will be sent throughout the approval process.

            h3. Exit Criteria:
            # DMS user hits 'Save'.
            # DMS user exits the DMS platform.

            h3. 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.
            Robert.Malony Robert Malony (Inactive) made changes -
            Assignee Robert Malony [ robert.malony ] Kristen [ ruel ]
            Robert.Malony Robert Malony (Inactive) made changes -
            Labels Needs_UX
            shashikant.mishra ShashiKant Mishra (Inactive) made changes -
            Sprint DMS - Fall Sprint 6, DMS - Fall Sprint 7 [ 165, 166 ] DMS - Fall Sprint 6, DMS - Fall Sprint 7, DMS - Fall Sprint 8 [ 165, 166, 167 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment Create New Communication Email.png [ 114691 ]
            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment -

            Robert Malony : Kindly check the attached mockups.

            CC: ShashiKant Mishra Kristen Samir

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

            Looks good Aruna Raheja!

            -Robert

            cc: Samir and Kristen

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - Looks good Aruna Raheja ! -Robert cc: Samir and Kristen
            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment -

            Thanks Robert Malony.

            I am closing the CBUX ticket now.

            CC: Samir and Kristen

            Show
            aruna.raheja Aruna Raheja added a comment - Thanks Robert Malony . I am closing the CBUX ticket now. CC: Samir and Kristen
            aruna.raheja Aruna Raheja made changes -
            Assignee Kristen [ ruel ] Samir [ samir ]
            samir Samir made changes -
            Fix Version/s Between Fall and Winter 2019 [ 10919 ]
            Fix Version/s Enhancements - Fall [ 10610 ]
            samir Samir made changes -
            Sprint DMS - Fall Sprint 6, DMS - Fall Sprint 7, DMS - Fall Sprint 8 [ 165, 166, 167 ] DMS - Fall Sprint 6, DMS - Fall Sprint 7 [ 165, 166 ]
            shashikant.mishra ShashiKant Mishra (Inactive) made changes -
            Sprint DMS - Fall Sprint 6, DMS - Fall Sprint 7 [ 165, 166 ] DMS - Fall Sprint 6, DMS - Fall Sprint 7, DMS - Fall release wrap - 1 [ 165, 166, 173 ]
            samir Samir made changes -
            Sprint DMS - Fall Sprint 6, DMS - Fall Sprint 7, DMS - Gap Fall & Win Sprint 1 [ 165, 166, 173 ] DMS - Fall Sprint 6, DMS - Fall Sprint 7 [ 165, 166 ]
            narendra.kumar Narendra Kumar made changes -
            Fix Version/s Winter 2020 Multiple Signers [ 11313 ]
            Fix Version/s Between Fall and Winter 2019 [ 10919 ]
            narendra.kumar Narendra Kumar made changes -
            Link This issue relates to DMS-1953 [ DMS-1953 ]
            narendra.kumar Narendra Kumar made changes -
            Fix Version/s Multiple Signer [ 12111 ]
            Fix Version/s Winter 2020 Multiple Signers [ 11313 ]
            Transition Time In Source Status Execution Times
            Prasad Patil (Inactive) made transition -
            To Do Done
            		147d 7h 54m 1
            Rohan J Khandave (Inactive) made transition -
            Done To Do
            		42d 5h 14m 1

              People

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

                Dates

                Created:
                Updated:

                  Time Tracking

                  Estimated:
                  Original Estimate - 24h
                  24h
                  Remaining:
                  Remaining Estimate - 24h
                  24h
                  Logged:
                  Time Spent - Not Specified
                  Not Specified