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verify-and-forward.md

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Verify & Forward

Context

Provide users with the option to verify and forward the bills in the workflow.

Actions

  1. Verify and forward action is provided with a pop-up window to capture the below given details.
    • Assignee name- Drop-down - Non Mandatory - The next user in the workflow i.e. Verification, hence the employees having the role Bill_Verifier are displayed in drop-down with the name and the designation. E.g. Mahesh K working as ME and having the role of Bill_Verifier will be displayed as ‘Mahesh K - Accountant’.
    • Comments - Text area - Non-Mandatory - In case any comments to be added.
    • Attach Supporting Document - Non-Mandatory - Any document to be uploaded as a supporting document.
    • Verify and Forward - Action Button
    • Cancel - Action Button
  2. On Verify and Forward -
    • A pop-up window is closed, a toast success message is displayed and the view bill page is refreshed.
    • The action menu is loaded according to the role-action mapping of the currently logged-in user.
    • Bill is forwarded to the next user in the workflow and shown in its inbox.
    • The workflow state changes accordingly and timelines show the current state of the Bill.
    • Bill is removed from the currently logged-in user’s inbox.
RoleFrom StateTo StateStatus
Bill VerifierPending for verificationPending for approvalVerified

On cancel, the pop-up window is closed and a toast cancel message is displayed on the View Bill page.

Toast Success Message: Bill has been forwarded successfully.

Failure Message: Verification of bill failed.

Toast Cancel Message: Action has been cancelled.

Notification

Not applicable.

User Interface

This is a common UI which we have for the verify and forward workflow action.

Acceptance Criteria

Acceptance CriteriaDescription
1On verify and forward action, the bill is forwarded to the next user in the flow.
2The pop-up window is closed and the bill page is refreshed. The toast success message is displayed.
3Workflow states changes and based on the role the existing user has view bill page refreshes.
4On cancel, the pop-up window gets closed. A toast cancel message is displayed.