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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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Fix Version/s: Multiple Signer
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Labels:None
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Company:CareerBuilder
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Epic Link:
Overview:
In the event that an approver cannot complete their task, as an approver with access, I would like to be able to skip an approver in the workflow so that it does not delay the process.
Entry Criteria:
- The user navigates to document in the approval process.
Acceptance Criteria:
- If the user navigates to the document in the approval process, the user has the ability to skip the approver in which the document is waiting.
- If the user skips the approver in the process, the document will be routed to the next approver in workflow.
- If the user skips an approver, the action is tracked historically so that the system knows who skipped and when.
- During the approval configuration flow (DMS-43 and DMS-47) can specify a time/duration in which that it automatically moves to the next approver after so many days in a reviewers queue.
Exit Criteria:
- User hits 'Skip' and document moves to the next approver in workflow.
Prerequisites:
- User has access to skip approvers.
- The user has access to documents.
- Attached is an example of how iCims does this
| Field | Original Value | New Value |
|---|---|---|
| Epic Link | DMS-40 [ 69739 ] |
| Summary | Add Additional parties to approval | Skip Approvers |
| Fix Version/s | Winter release [ 10428 ] |
| Sprint | DMS - Sprint 4 [ 132 ] |
| Rank | Ranked higher |
| Sprint | DMS - Sprint 4 [ 132 ] |
Prasad Patil (Inactive)
made changes -
| Resolution | Not in scope [ 10700 ] | |
| Status | To Do [ 10000 ] | Done [ 10001 ] |
| Resolution | Not in scope [ 10700 ] | |
| Status | Done [ 10001 ] | To Do [ 10000 ] |
ShashiKant Mishra (Inactive)
made changes -
| Fix Version/s | Enhancements - Fall [ 10610 ] | |
| Fix Version/s | Winter release [ 10428 ] |
| Remaining Estimate | 40h [ 144000 ] | |
| Original Estimate | 40h [ 144000 ] |
ShashiKant Mishra (Inactive)
made changes -
| Sprint | DMS - Fall Sprint 6 [ 165 ] |
| Fix Version/s | CBAT Offer Letter - Fall [ 10607 ] | |
| Fix Version/s | Enhancements - Fall [ 10610 ] |
| Assignee | Samir [ samir ] | Robert Malony [ robert.malony ] |
ShashiKant Mishra (Inactive)
made changes -
| Sprint | DMS - Fall Sprint 6 [ 165 ] | DMS - Fall Sprint 6, DMS - Fall Sprint 7 [ 165, 166 ] |
| Description |
Overview:
In the event that an approver cannot complete their task, as an approver with access, I would like to be able to skip an approver in the workflow so that it does not delay the process. Entry: 1. User navigates to document in approval process. Acceptance Criteria: *IF user navigates to the document in the approval process, user has the ability to skip the approver in which the document is waiting. *IF user skips the approver in the process, the document will be routed to the next approver in workflow. *IF user skips an approver, the action is tracked historically so that the system knows who skipped and when. Exit: *User hits 'Skip' and document moves to next approver in workflow. Prerequisites: *User has access to skip approvers. *User has access to document. *Attached is an example of how iCims does this |
h2. Overview:
In the event that an approver cannot complete their task, as an approver with access, I would like to be able to skip an approver in the workflow so that it does not delay the process. h3. Entry Criteria: # User navigates to document in approval process. h3. Acceptance Criteria: # If user navigates to the document in the approval process, user has the ability to skip the approver in which the document is waiting. # If user skips the approver in the process, the document will be routed to the next approver in workflow. # If user skips an approver, the action is tracked historically so that the system knows who skipped and when. # During the approval configuration flow (DMS-43) can specify a time/duration in which that it automatically moves to the next approver after so many days in a reviewers queue. h3. Exit Criteria: # User hits 'Skip' and document moves to next approver in workflow. h3. Prerequisites: # User has access to skip approvers. # User has access to document. # Attached is an example of how iCims does this |
| Labels | Needs_UX |
| Assignee | Robert Malony [ robert.malony ] | Kristen [ ruel ] |
| Description |
h2. Overview:
In the event that an approver cannot complete their task, as an approver with access, I would like to be able to skip an approver in the workflow so that it does not delay the process. h3. Entry Criteria: # User navigates to document in approval process. h3. Acceptance Criteria: # If user navigates to the document in the approval process, user has the ability to skip the approver in which the document is waiting. # If user skips the approver in the process, the document will be routed to the next approver in workflow. # If user skips an approver, the action is tracked historically so that the system knows who skipped and when. # During the approval configuration flow (DMS-43) can specify a time/duration in which that it automatically moves to the next approver after so many days in a reviewers queue. h3. Exit Criteria: # User hits 'Skip' and document moves to next approver in workflow. h3. Prerequisites: # User has access to skip approvers. # User has access to document. # Attached is an example of how iCims does this |
h2. Overview:
In the event that an approver cannot complete their task, as an approver with access, I would like to be able to skip an approver in the workflow so that it does not delay the process. h3. Entry Criteria: # User navigates to document in approval process. h3. Acceptance Criteria: # If user navigates to the document in the approval process, user has the ability to skip the approver in which the document is waiting. # If user skips the approver in the process, the document will be routed to the next approver in workflow. # If user skips an approver, the action is tracked historically so that the system knows who skipped and when. # During the approval configuration flow (DMS-43 and DMS-47) can specify a time/duration in which that it automatically moves to the next approver after so many days in a reviewers queue. h3. Exit Criteria: # User hits 'Skip' and document moves to next approver in workflow. h3. Prerequisites: # User has access to skip approvers. # User has access to document. # Attached is an example of how iCims does this |
Hi Robert Malony : We need clarity on this ticket like how a user can skip the approvers as we are not giving access of skipping or resending the mail to end user.
Aruna Raheja
added a comment - Hi Robert Malony : We need clarity on this ticket like how a user can skip the approvers as we are not giving access of skipping or resending the mail to end user.
CC: Samir Kristen ShashiKant Mishra | Sprint | DMS - Fall Sprint 6, DMS - Fall Sprint 7 [ 165, 166 ] | DMS - Fall Sprint 6 [ 165 ] |
| Fix Version/s | CBAT Offer Letter - Fall [ 10607 ] |
| Fix Version/s | Between Fall and Winter 2019 [ 10919 ] |
Hi Aruna Raheja,
It's not so much around giving the End User the ability to Skip or Resend an email/document, but adding that in the Approval Process configuration part around timing of when automatic skip happens.
The other part about this requirement is that the person that creates the document and sets the Approval Process can go in a view the status of a Document and manually skip an Approver if they deem it. I imagine that would happen from an Admin screen that tracks documents.
-Robert
Hi Samir : Do you need UX for this?
CC: Robert Malony Kristen
Aruna Raheja
added a comment - Hi Samir : Do you need UX for this?
CC: Robert Malony Kristen Aruna Raheja
added a comment - Hi Samir ,
Waiting for your revert.
CC: Robert Malony Kristen Hi Aruna Raheja,
As of now I don't see any UX task in this. If anything comes up I will update this ticket.
Regards,
Samir
| Labels | Needs_UX |
| Assignee | Kristen [ ruel ] | Samir [ samir ] |
ShashiKant Mishra (Inactive)
made changes -
| Sprint | DMS - Fall Sprint 6 [ 165 ] | DMS - Fall Sprint 6, DMS - Fall release wrap - 1 [ 165, 173 ] |
| Sprint | DMS - Fall Sprint 6, DMS - Gap Fall & Win Sprint 1 [ 165, 173 ] | DMS - Fall Sprint 6 [ 165 ] |
ShashiKant Mishra (Inactive)
made changes -
| Sprint | DMS - Fall Sprint 6 [ 165 ] | DMS - Fall Sprint 6, DMS - Gap Fall & Win Sprint 3 [ 165, 177 ] |
ShashiKant Mishra (Inactive)
made changes -
| Rank | Ranked lower |
ShashiKant Mishra (Inactive)
made changes -
| Original Estimate | 40h [ 144000 ] | 64h [ 230400 ] |
| Fix Version/s | Winter 2020 Multiple Signers [ 11313 ] | |
| Fix Version/s | Between Fall and Winter 2019 [ 10919 ] |
ShashiKant Mishra (Inactive)
made changes -
| Sprint | DMS - Fall Sprint 6, DMS - Gap Fall & Win Sprint 3 [ 165, 177 ] | DMS - Fall Sprint 6, DMS - Gap Fall & Win Sprint 3, DMS - Gap Fall & Win Sprint 4 [ 165, 177, 179 ] |
| Sprint | DMS - Fall Sprint 6, DMS - Gap Fall & Win Sprint 3, DMS - Gap Fall & Win Sprint 4 [ 165, 177, 179 ] | DMS - Fall Sprint 6, DMS - Gap Fall & Win Sprint 3 [ 165, 177 ] |
| Fix Version/s | Multiple Signer [ 12111 ] | |
| Fix Version/s | Winter 2020 Multiple Signers [ 11313 ] |
| Description |
h2. Overview:
In the event that an approver cannot complete their task, as an approver with access, I would like to be able to skip an approver in the workflow so that it does not delay the process. h3. Entry Criteria: # User navigates to document in approval process. h3. Acceptance Criteria: # If user navigates to the document in the approval process, user has the ability to skip the approver in which the document is waiting. # If user skips the approver in the process, the document will be routed to the next approver in workflow. # If user skips an approver, the action is tracked historically so that the system knows who skipped and when. # During the approval configuration flow (DMS-43 and DMS-47) can specify a time/duration in which that it automatically moves to the next approver after so many days in a reviewers queue. h3. Exit Criteria: # User hits 'Skip' and document moves to next approver in workflow. h3. Prerequisites: # User has access to skip approvers. # User has access to document. # Attached is an example of how iCims does this |
h2. Overview:
In the event that an approver cannot complete their task, as an approver with access, I would like to be able to skip an approver in the workflow so that it does not delay the process. h3. Entry Criteria: # The user navigates to document in the approval process. h3. Acceptance Criteria: # If the user navigates to the document in the approval process, the user has the ability to skip the approver in which the document is waiting. # If the user skips the approver in the process, the document will be routed to the next approver in workflow. # If the user skips an approver, the action is tracked historically so that the system knows who skipped and when. # During the approval configuration flow (DMS-43 and DMS-47) can specify a time/duration in which that it automatically moves to the next approver after so many days in a reviewers queue. h3. Exit Criteria: # User hits 'Skip' and document moves to the next approver in workflow. h3. Prerequisites: # User has access to skip approvers. # The user has access to documents. # Attached is an example of how iCims does this |
| Transition | Time In Source Status | Execution Times |
|---|
Prasad Patil (Inactive)
made transition
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|
146d 15h 29m | 1 |
|
42d 5h 22m | 1 |
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