15.1.3.3 Workflow Management – Create

Bank Administrator can create approval workflows for retail and business 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 retail and business 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. Navigate to one of the above paths.
   The Workflow Management screen appears.
2. Enter the party id in the In the Party ID field.
   OR

   In the Party Name field, enter the party name.

3. Click Search.
   The Workflow Management screen with both Party ID and Party Name appears.

   OR

   Click Clear to clear the search parameters.

   OR

   Click Cancel to cancel the transaction.

   Figure 15-13 Workflow Management – Party Search

   
   

   
   Description of "Figure 15-13 Workflow Management – Party Search"

   
   

   Table 15-9 Field Description

   Field Name	Description
   Party ID	Party ID to be searched.
   Party Name	Party name of the party ID to be searched.
   Search Result
   Party ID	Party IDs as per search input. Click on the link to view workflows maintained under the party.
   Party Name	Party name of the party ID.

4. Enter the search parameters and click Search to search the matching records.
   OR

   Click Cancel to cancel the operation and navigate the user back to ‘Dashboard’.

   OR

   Click on ‘Clear’ to clear the input search parameters.

5. Click on the Party ID link to view the workflows maintained under the selected party.
6. Click Create.
   The Workflow Management - Create screen appears.

   OR

   Click the Workflow Code link to view details of the selected Approval Workflow.

   The Workflow Management - View screen appears.

   Figure 15-14 Workflow Management – Create

   
   

   
   Description of "Figure 15-14 Workflow Management – Create"

   
   

   Table 15-10 Field Description

   Field Name	Description
   Create
   Party ID	Party ID of which workflows to be viewed/ edited.
   Party Name	Party name of Party ID of which workflows to be viewed/ edited.
   Workflow Code	To specify approval workflow code.
   Workflow Description	To specify approval workflow description.
   Approval Details
   Approval Level	Approval levels for a user / user group. User can click Add for multi level approval process.
   User / User Group	To select specific user or a user group at each level of approval.

7. In the Workflow Code field, enter the workflow code.
8. In the Workflow Description field, enter the name of the workflow.
9. In the Approval Details section, from the Level 1 field, click appropriate user / user group.
10. From the User Name / User Groups list, select the approver user name.
11. Click Add to add the selected user/ user group at specific level of approval.
    OR
12. Click icon to remove specific approval level.
13. Click Save to save Approval Workflow.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

14. The Workflow Management - Create - Review screen appears post necessary validations.
    Verify the details and click Confirm to confirm the details.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

15. The success message of saving the created approval workflow appears along with the transaction reference number and status.
    Click OK to complete the transaction.