Details

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

      Description

      Overview:

      As a document going through a chain of user approvals, the document should have an expiration period, either by number of days or fixed dates and once that date hits, the document will skip that user.

      Entry Criteria:

      1. Document hits expiration period.

      Acceptance Criteria:

      1. If the document hits the expiration period, document should be routed to the next approver.
      2. If the document hits the expiration period, the action is tracked historically so that users know a user was delinquent or did not approve.
      3. If a document is going through the approval process, the user making the request can set document expiration date or how many days approver has to approve. Sertifi example is attached.

      Exit Criteria:

      1. Document moves to next approver in workflow.

      Prerequisites:

      1. User has access to skip approvers.
      2. User has access to document.

        Attachments

          Activity

          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.

          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
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Hi Robert Malony,

          Please check the attached mockup.

          CC: Kristen Samir ShashiKant Mishra

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

          Great, no additional changes needed Aruna Raheja.

          -Robert

          cc: Samir and Kristen

          Show
          Robert.Malony Robert Malony (Inactive) added a comment - Great, no additional changes needed Aruna Raheja . -Robert cc: Samir and Kristen
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Thanks Robert Malony.

          I am closing this ticket now.

          CC: Samir and Kristen

          Show
          aruna.raheja Aruna Raheja added a comment - Thanks Robert Malony . I am closing this ticket now. CC: Samir and Kristen

            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:

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