WORKFLOW MANAGEMENT

The Approval workflow management is maintaining series of approval levels that are necessary to complete an approval flow. It is triggered when initiators initiate a transaction. As per the approval workflow maintenance, the transaction will follow the levels of approvals and complete the transaction only when one of user from all the approval levels approves the transaction.

Workflow Management allows the corporate administrator to:

• Create Workflow Management
• View Workflow Management
• Edit Workflow Management

 

Prerequisites:

• Party preference is maintained
• Corporate Administrator is maintained for a party
• Transaction access is provided to Corporate Administrator
• Multiple corporate users are maintained under a party
• Approval rule set up for corporate administrator to perform the actions
• Necessary user groups are maintained

Workflow

How to reach here:

Corporate AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. Dashboard > Quick Links > Approvals > Workflow Management
OR
Toggle Menu > Approvals > Workflow Management

Workflow Management – Summary

Corporate Administrator logs into the system and navigates to the Approval Workflow screen; workflows maintained (if any) under a party mapped to the user are displayed on the screen. User can opt to view the details of existing workflows or can create new approval workflow using this screen.

• Click the Workflow Code link to view details of the selected Approval Workflow.
  OR
  Click Create to create new Approval Workflow.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  

Workflow Management - View

On accessing ‘Workflow Management’ menu option, summarized view of all the approval workflows maintained (if any) for the party mapped to the corporate administrator, is displayed on the screen. Further drill down is given on the each workflow to view the details of the users/ user groups who are the part of workflow.

To view the approval workflow:

• In the Workflow Management screen, click the Workflow Code link, for which you want to view the details. The Workflow Management - View screen appears.

• Click Edit to edit the workflow. The Workflow Management - Edit screen with values in editable form appears.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to go back to the previous screen.
  

Workflow Management - Create

Corporate Administrator can create approval workflows for the corporate users. By default, user can specify minimum one and maximum five levels of approvals as a part of workflow.

Administrator can set either an individual user or user group of a corporate as a part of each level of approval. Approval type (sequential/non-sequential/no authorization) is defined at the party preference.

To create an approval workflow:

1. Click Create. The Workflow Management - Create screen appears.

2. In the Workflow Code field, enter the workflow code.
3. In the Workflow Description field, enter the name of the workflow.
4. In the Approval Details section, from the Level 1 field, click appropriate user / user group.
5. If you select the User option;
1. Click on the Select User link to select desired user. The Select User popup window appears.
1. In the User ID field, enter the user ID to be searched.
2. Click Search to search desired user name.
3. Click on the user name to add the selected corporate user at specific level of approval.
6. If you select the User Group option;
1. Select the desired corporate user group from the drop-down list.
7. Click Add to add the selected user/ user group at specific level of approval.
   OR
   Click icon to remove specific approval level.
   OR
   Click icon to remove specific approval level.
7. Click Save to save the Approval Workflow.
   OR
   
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   OR
   Click Back to go back to previous screen.
   
8. The Workflow Management - Create - Review screen appears post necessary validations. Verify the details, and click Confirm.
   OR
   
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   OR
   Click Back to go back to previous screen.
9. The success message of saving the approval level group creation appears along with the transaction reference number and status.
   Click OK to complete the transaction and navigate back to the ‘Dashboard’.

Workflow Management - Edit

This function enables the corporate administrator to update the description of the workflow and also to remove existing and add the new approval levels. Edited workflows are applicable for new transactions initiated post workflow update, whereas the previously initiated and pending approval transactions follow the old workflow.

To edit an approval workflow:

• In the Workflow Management screen, click the Workflow Code link, for which you want to edit the details. The Workflow Management - View screen appears.
• Click Edit. The Workflow Management - Edit screen appears.

• Edit the required details.
• Click Add to add the selected user/ user group at specific level of approval.
  OR
  Click icon to remove specific approval level.
• Click Save to save Approval Workflow.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to go back to previous screen.
• The Workflow Management - Edit- Review screen appears post necessary validations. Verify the details, and click Confirm.
  OR
  
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to go back to previous screen.
• The success message of saving the approval level modification appears along with the transaction reference number and status.
  Click OK to complete the transaction and navigate back to ‘Dashboard’.

FAQs

Can user be the part of multiple user groups created under a party?

Yes, same user can be part of multiple user groups. Whereas creating a user group without any user is not allowed.

Home