Document Management SystemProject Type: software

Document Management System

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  1. Document Management System
  2. DMS-46

Skip Approvers

    Details

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

      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 Criteria:

      1. The user navigates to document in the approval process.

      Acceptance Criteria:

      1. 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.
      2. If the user skips the approver in the process, the document will be routed to the next approver in workflow.
      3. If the user skips an approver, the action is tracked historically so that the system knows who skipped and when.
      4. 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:

      1. User hits 'Skip' and document moves to the next approver in workflow.

      Prerequisites:

      1. User has access to skip approvers.
      2. The user has access to documents.
      3. Attached is an example of how iCims does this

        Attachments

          Activity

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          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
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          aruna.raheja 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

          Show
          aruna.raheja 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
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          Robert.Malony Robert Malony (Inactive) added a comment -

          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

          cc: Kristen and Samir

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

          Hi Samir : Do you need UX for this?

          CC: Robert Malony Kristen

          Show
          aruna.raheja Aruna Raheja added a comment - Hi Samir  : Do you need UX for this? CC: Robert Malony Kristen
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          aruna.raheja Aruna Raheja added a comment -

          Hi Samir,

          Waiting for your revert.

          CC: Robert Malony Kristen

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          aruna.raheja Aruna Raheja added a comment - Hi Samir , Waiting for your revert. CC: Robert Malony Kristen
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          samir Samir added a comment -

          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

          Show
          samir Samir added a comment - 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

            People

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

              Dates

              Created:
              Updated:

                Time Tracking

                Estimated:
                Original Estimate - 64h
                64h
                Remaining:
                Remaining Estimate - 40h
                40h
                Logged:
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