Document Management SystemProject Type: software

Document Management System

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  1. Document Management System
  2. DMS-48

Adding Additional Individuals to Approval Chain

    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 user in the chain of users, I would like to be able to add people who may be interested in knowing the status of the document and also have the document sent to them.

      Entry Criteria:

      1. Approver receives approval email.
      2. Approver adds additional user.

      Acceptance Criteria:

      1. If I receive an approval email, I have the option to add additional individuals to the approval emails so that they are notified of the status and sent the document.
      2. If an individual is added to the document being approved, the individual receives updates of the status of the document.
      3. If an individual is added to the document being approved, this will be captured on the document details of who was added to the document.

      Exit Criteria:

      1. Approver approves / rejects document and document is moved on.
      2. Added user is notified of status/sent document.

      Prerequisites:

      1. User adding additional individuals is an approver in the approval chain.

        Attachments

          Activity

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          Ruel Kristen (Inactive) added a comment -

          Samir, Robert Malony Does this need any UX?

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          Ruel Kristen (Inactive) added a comment - Samir , Robert Malony Does this need any UX?
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          Robert.Malony Robert Malony (Inactive) added a comment -

          Hi Kristen,

          Yes, this one was missed on my part. Basically there needs to be a ad-hoc way to add an approver during the approval process from an approver. What I mean is the following:

          • Recruiter 1 is added as an Approver during the initial Approval Process creation.
          • Recruiter 1 gets an email to Approve a document, and in there is a control to add a new Recruiter that will be added to the flow (in the next step).
          • Recruiter 1 enters the email address of Recruiter 2 and submits their Approver or Reject.
          • Recruiter 2 now gets an email to Approve the document.

          Thanks,
          Robert

          cc: Samir and Aruna Raheja

          Show
          Robert.Malony Robert Malony (Inactive) added a comment - Hi Kristen , Yes, this one was missed on my part. Basically there needs to be a ad-hoc way to add an approver during the approval process from an approver. What I mean is the following: Recruiter 1 is added as an Approver during the initial Approval Process creation. Recruiter 1 gets an email to Approve a document, and in there is a control to add a new Recruiter that will be added to the flow (in the next step). Recruiter 1 enters the email address of Recruiter 2 and submits their Approver or Reject. Recruiter 2 now gets an email to Approve the document. Thanks, Robert cc: Samir and Aruna Raheja
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          aruna.raheja Aruna Raheja added a comment -

          Hi Robert Malony,

          I have some queries on this flow. Can you please clarify the below points so that i can start UX for this -

          1. Once an approval process created, Recruiter 1 receives a mail and he has the option of adding another recruiter at the time of approving or rejecting where we are adding comments?
          2. Only Recruiter 1 has the rights to add new approver
          3. Do Recruiter 1 has the rights to add expiry date?

          Thanks,

          Aruna

          CC: Kristen Samir ShashiKant Mishra

          Show
          aruna.raheja Aruna Raheja added a comment - Hi Robert Malony , I have some queries on this flow. Can you please clarify the below points so that i can start UX for this - Once an approval process created, Recruiter 1 receives a mail and he has the option of adding another recruiter at the time of approving or rejecting where we are adding comments? Only Recruiter 1 has the rights to add new approver Do Recruiter 1 has the rights to add expiry date? Thanks, Aruna CC: Kristen Samir ShashiKant Mishra
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          Robert.Malony Robert Malony (Inactive) added a comment -

          Hi Aruna Raheja,

          Please see my responses below:

          1. Once an approval process created, Recruiter 1 receives an email and he has the option of adding another recruiter at the time of approving or rejecting where we are adding comments?
            • RM: Yes, I would not create new screen/modal for this, adding to the comments section would be ideal.
          2. Only Recruiter 1 has the rights to add new approver.
            • RM: For this release, all approvers can add other approvers. So in the use case I mentioned, Recruiter 2 could add Recruiter 3 as an approver if needed.
          3. Do Recruiter 1 has the rights to add expiry date?
            • RM: Yes, it should behave and have the same functionality as all other places Approvers are added.

          -Robert

          cc: Samir and Kristen

          Show
          Robert.Malony Robert Malony (Inactive) added a comment - Hi Aruna Raheja , Please see my responses below: Once an approval process created, Recruiter 1 receives an email and he has the option of adding another recruiter at the time of approving or rejecting where we are adding comments? RM: Yes, I would not create new screen/modal for this, adding to the comments section would be ideal. Only Recruiter 1 has the rights to add new approver. RM: For this release, all approvers can add other approvers. So in the use case I mentioned, Recruiter 2 could add Recruiter 3 as an approver if needed. Do Recruiter 1 has the rights to add expiry date? RM: Yes, it should behave and have the same functionality as all other places Approvers are added. -Robert cc: Samir and Kristen
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          aruna.raheja Aruna Raheja added a comment -

          Hi Robert Malony,

          Kindly review the attached mockups.

          -Aruna

          cc: Kristen Samir ShashiKant Mishra

          Show
          aruna.raheja Aruna Raheja added a comment - Hi Robert Malony , Kindly review the attached mockups. -Aruna cc: Kristen Samir ShashiKant Mishra
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          Robert.Malony Robert Malony (Inactive) added a comment -

          Hi Aruna Raheja,

          Looks great!

          -Robert

          cc: Samir and Kristen

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

          Thanks Robert Malony,

          I am closing the ticket.

          -Aruna

          cc:Samir and Kristen

          Show
          aruna.raheja Aruna Raheja added a comment - Thanks Robert Malony , I am closing the ticket. -Aruna cc: Samir and Kristen

            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 - 24h
                24h
                Remaining:
                Remaining Estimate - 24h
                24h
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