Table 9. Trip Report Status, Validation, and Messages
|
|
|
|
Automated Email Notification |
Not Started |
The trip report has been created, but processing has not yet started. This status is the initial default value for all trip reports. |
System |
Not applicable. |
Not applicable. |
In Progress |
The author has started to work on the trip report, and it is not yet complete. |
- System update if the trip report is created using a template.
- User update if the trip report is not created using a template.
|
Not applicable. |
Not applicable. |
Completed |
The trip report is complete and ready to be submitted for review. |
User |
The Completed Date is a prerequisite for selecting Completed. The trip report is validated to ensure that the Completed Date has been populated. |
Not applicable. |
Submitted |
This trip report has been submitted to the reviewer for review. |
User |
The trip report is validated to ensure that a reviewer has been assigned. |
The following automated email is sent to the reviewer: Review Trip Report [Trip Report Name]. If the reviewer is changed when the trip report status is Submitted, the above notification email is sent to the new reviewer. |
Reviewed with Comments |
The reviewer or approver has added review comments requiring a modification to the trip report. |
User |
Not applicable. |
The following automated email is sent to the trip report owner: Rectify Trip Report [Trip Report Name]. |
Rejected |
The reviewer or approver has rejected the trip report. |
User |
The trip report is validated to ensure that one of the following fields has been completed:
- Reviewer Comments
- Approver Comments
|
The following automated message is sent to the trip report owner: Rectify Trip Report [Trip Report Name]. |
Revised |
The rejected trip report is being modified, and has not yet been resubmitted for review. |
User |
Not applicable. |
Not applicable. |
Submitted for Approval |
The reviewer submits the trip report for formal review, without comments, or with comments that do not require a change to the trip report. |
User |
The trip report is validated to ensure that an approver has been assigned. |
The following automated email is sent to the approver: Approve Trip Report [Trip Report Name]. If the approver is changed when the trip report status is Submitted for Approval, the above notification email is sent to the new approver. |
Approved |
The trip report has been approved by the assigned approver, and is now read-only. When the Approved button is clicked, the system updates the Trip Report Status value to Approved. |
System |
Not applicable. |
Not applicable. |