Document Management SystemProject Type: software

Document Management System

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  1. Document Management System
  2. DMS-47

Document Expiration

    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

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          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 ]
          prasad.patil Prasad Patil (Inactive) made changes -
          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 -
          Assignee Robert Malony [ robert.malony ] Kristen [ ruel ]
          Robert.Malony Robert Malony (Inactive) made changes -
          Labels Needs_UX
          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 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:
          1. Document hits expiration period.

          Acceptance Criteria:
          *IF the document hits the expiration period, document should be routed to the next approver.
          *IF the document hits the expiration period, the action is tracked historically so that users know a user was delinquent or did not approve.
          *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:
          *Document moves to next approver in workflow.

          Prerequisites:
          *User has access to skip approvers.
          *User has access to document.           		h2. 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.

          h3. Entry Criteria:
          # Document hits expiration period.

          h3. Acceptance Criteria:
          # If the document hits the expiration period, document should be routed to the next approver.
          # If the document hits the expiration period, the action is tracked historically so that users know a user was delinquent or did not approve.
          # 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.

          h3. Exit Criteria:
          # Document moves to next approver in workflow.

          h3. Prerequisites:
          # User has access to skip approvers.
          # User has access to document.
          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 1.2 Add New Approver.png [ 114209 ]
          Hide
          Permalink
          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
          samir Samir made changes -
          Fix Version/s Between Fall and Winter 2019 [ 10919 ]
          Fix Version/s Enhancements - Fall [ 10610 ]
          Hide
          Permalink
          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
          Permalink
          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
          aruna.raheja Aruna Raheja made changes -
          Assignee Kristen [ ruel ] Samir [ samir ]
          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 ]
          shashikant.mishra ShashiKant Mishra (Inactive) 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, DMS - Gap Fall & Win Sprint 1, DMS - Gap Fall & Win Sprint 2 [ 165, 166, 173, 174 ]
          samir Samir made changes -
          Sprint DMS - Fall Sprint 6, DMS - Fall Sprint 7, DMS - Gap Fall & Win Sprint 1, DMS - Gap Fall & Win Sprint 2 [ 165, 166, 173, 174 ] DMS - Fall Sprint 6, DMS - Fall Sprint 7, DMS - Gap Fall & Win Sprint 1 [ 165, 166, 173 ]
          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 -
          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
          		146d 15h 19m 1
          Rohan J Khandave (Inactive) made transition -
          Done To Do
          		42d 5h 22m 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