-
Type:
New Feature
-
Status: To Do
-
Priority:
Medium
-
Resolution: Unresolved
-
Affects Version/s: None
-
Fix Version/s: Multiple Signer
-
Labels:
-
Company:CareerBuilder
-
Epic Link:
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:
- Approver receives approval email.
- Approver adds additional user.
Acceptance Criteria:
- 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.
- If an individual is added to the document being approved, the individual receives updates of the status of the document.
- 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:
- Approver approves / rejects document and document is moved on.
- Added user is notified of status/sent document.
Prerequisites:
- User adding additional individuals is an approver in the approval chain.
| Field | Original Value | New Value |
|---|---|---|
| Epic Link | DMS-40 [ 69739 ] |
| 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 | 24h [ 86400 ] | |
| Original Estimate | 24h [ 86400 ] |
ShashiKant Mishra (Inactive)
made changes -
| Sprint | DMS - Fall Sprint 7 [ 166 ] |
ShashiKant Mishra (Inactive)
made changes -
| Sprint | DMS - Fall Sprint 7 [ 166 ] |
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
| Assignee | Samir [ samir ] | Kristen [ ruel ] |
| Labels | Needs_UX |
| Fix Version/s | Between Fall and Winter 2019 [ 10919 ] | |
| Fix Version/s | Enhancements - Fall [ 10610 ] |
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
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 | 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: 1. Approver receives approval email. 2. Approver adds additional user. Acceptance Criteria: *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. *IF an individual is added to the document being approved, the individual receives updates of the status of the document. *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: *Approver approves / rejects document and document is moved on. *Added user is notified of status/sent document. Prerequisites: *User adding additional individuals is an approver in the approval chain. |
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: # Approver receives approval email. # Approver adds additional user. Acceptance Criteria: # 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. # If an individual is added to the document being approved, the individual receives updates of the status of the document. # 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: # Approver approves / rejects document and document is moved on. # Added user is notified of status/sent document. Prerequisites: # User adding additional individuals is an approver in the approval chain. |
| 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: # Approver receives approval email. # Approver adds additional user. Acceptance Criteria: # 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. # If an individual is added to the document being approved, the individual receives updates of the status of the document. # 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: # Approver approves / rejects document and document is moved on. # Added user is notified of status/sent document. Prerequisites: # User adding additional individuals is an approver in the approval chain. |
h2. 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. h3. Entry Criteria: # Approver receives approval email. # Approver adds additional user. h3. Acceptance Criteria: # 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. # If an individual is added to the document being approved, the individual receives updates of the status of the document. # 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. h3. Exit Criteria: # Approver approves / rejects document and document is moved on. # Added user is notified of status/sent document. h3. Prerequisites: # User adding additional individuals is an approver in the approval chain. |
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
Aruna Raheja
added a comment - Hi Robert Malony ,
Kindly review the attached mockups.
-Aruna
cc: Kristen Samir ShashiKant Mishra Aruna Raheja
made changes -
| Attachment | 4.1 Document Approval.png [ 115002 ] | |
| Attachment | 4.2 Document Approval Assign to.png [ 115003 ] | |
| Attachment | 4.2.1 Document Approval Assign to.png [ 115004 ] | |
| Attachment | 4.3 Document Reject Assign to Copy.png [ 115005 ] | |
| Attachment | 4.3.1 Document Reject Assign to Copy.png [ 115006 ] |
Aruna Raheja
added a comment - Thanks Robert Malony ,
I am closing the ticket.
-Aruna
cc: Samir and Kristen Aruna Raheja
made changes -
| Assignee | Kristen [ ruel ] | Samir [ samir ] |
ShashiKant Mishra (Inactive)
made changes -
| Sprint | DMS - Fall release wrap - 1 [ 173 ] |
| Sprint | DMS - Gap Fall & Win Sprint 1 [ 173 ] |
| Fix Version/s | Winter 2020 Multiple Signers [ 11313 ] | |
| Fix Version/s | Between Fall and Winter 2019 [ 10919 ] |
| 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
-
|
146d 15h 12m | 1 |
|
42d 5h 22m | 1 |
Samir, Robert Malony Does this need any UX?