2.2 User Workflow
This section explains the workflow of the OFS CRR CS goAML STR application for the Analyst and Supervisor role.
When a report is created in the OFS CRR CS goAML STR application through the OFS TM Case Investigation application, the report details are auto-populated with information from the case, which triggered the action to generate the report. Users mapped to the role of Analyst can update a report that is in Open status and request the report’s details for approval. During the edit and review process, the report is available for view as a draft report. A Supervisor can approve, rework, or cancel the filing of reports after the Analyst requests for approval. Supervisors can also edit report details and approve reports directly if required.
If required, the Supervisor can send the reports for rework when the report is in Request for Approval status. The Analyst must then rework and re-submit the report for approval. This process continues until the report is approved or canceled.Authorized users can reopen the canceled reports. The report status then changes to Reopened.For the complete list of actions, the Analyst, Auditor, or Supervisor can perform on various report statuses, see
Table 2-1. For more information on user roles, see
Table 2-1 Action that can be performed in various statuses
| Report Status | Actions | User Roles | Status Changes To |
|---|---|---|---|
| Open | Request for Approval | Analyst | Requested for Approval |
| Open | Approve | Supervisor | Approved |
| Open | Cancel Filing | Analyst and Supervisor | Canceled |
| Open | Request for Approval | Analyst | Requested for Approval |
| Open | Approve | Supervisor | Approved |
| Reopened | Cancel Filing | Analyst and Supervisor | Canceled |
| Reopened | Approve | Supervisor | Approved |
| Requested for Approval | Rework | Supervisor | Rework |
| Requested for Approval | Cancel Filing | Supervisor | Canceled |
| Requested for Approval | Cancel Filing | Supervisor | Canceled |
| Approved | Submit | Supervisor | Submitted |
| Rework | Request for Approval | Analyst | Requested for Approval |
| Canceled | Reopen | Analyst and Supervisor | Reopened |
Table 2-2 User Statuses
| Status | Analyst | Supervisor | Auditor |
|---|---|---|---|
| Open | View and Edit | View and Edit | View-only |
| Reopened | View and Edit | View and Edit | View-only |
| Requested for Approval | View-only | View and Edit | View-only |
| Approved | View-only | View-only | View-only |
| Rework | View and Edit | View and Edit | View-only |
| Submitted | View-only | View-only | View-only |
| Canceled | View-only | View-only | View-only |