16.8.4 Workflow Management - Edit

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

To edit an approval workflow:

1. Navigate to one of the above paths.
   The Workflow Management screen appears.
2. In the Workflow Management screen, enter the search parameters and click Search.
   The Workflow Management screen with search results appears based on the searched criteria.
3. Click the Workflow Code link to view details of the selected Approval Workflow.
   The Workflow Management - View screen appears.
4. Click Edit to edit the workflow.
   The Workflow Management - Edit screen with values in editable form appears.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

   Figure 16-74 Workflow Management - Edit

   
   

   
   Description of "Figure 16-74 Workflow Management - Edit"

   
   

   Table 16-43 Field Description

   Field Name	Description
   Edit
   Workflow Code	Workflow code is displayed.
   Workflow Description	Workflow description is displayed in editable form.
   Workflow Type	Type of workflow can be selected as Approval or Release. The options are: Approval Release
   Approval Details Below fields appears if you select Approval option in the Workflow Type field.
   Level Type	Specify the level type for the workflow. The options are: Approver Checker
   Level	Approval levels for a user / user group. Administrator can remove or add approval levels in a workflow. This is editable field.
   User Name / User Groups	User or a user group maintained at each level of approval. Administrator can edit an existing user/user group maintained at each level and can also specify user/user group for additional approval level. This is editable field.
   Release Details Below fields appears if you select Release option in the Workflow Type field.
   User / User Group	To select specific user or a user group to release the transaction. This is editable field. Note: All the users and user groups created under the Group Corporate will be made available for mapping.

5. Edit the required details.
6. Click Add to add the selected user/ user group at specific level of approval.
   OR

   Click icon to remove specific approval level.

7. Click Save to save Approval Workflow.
   OR

   Click Back to navigate back to previous screen.

   OR

   Click Next to proceed to the next logical step.

   OR

   Click Submit to submit the steps performed so far for approval.

   OR

   Click Retain Draft to save the details entered as draft.

   OR

   Click Cancel to cancel the transaction.

8. Click Edit to modify the details entered.
   OR

   Click on Add Another to add new Workflow.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate back to previous screen.

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