Bill Workflow

Context

Bills are created for the work which is in progress and then send for approval process. The approval process contains various workflow levels and states associated with those levels.

Action

Bill is prepared for any work by the Bill Creator (CBO/ JE) and then sent for its verification and approval by the users (actors) in the workflow.

Wage Bill - Approved on create.

Purchase Bill - Sent for verification on create.

Supervision Bill - Approve on create.

Details

Role (Actors) - Action Mapping

#	Role	Action	User Persona
1	BILL CREATOR	Create Search View Edit Submit/ Re-submit	Junior Engineer
2	BILL VERIFIER	Search View Edit Verify and Forward Send Back	Municipal Engineer
3	BILL APPROVER	Search View Approve Send Back Send Back To Originator Reject	Executive Officer/ Municipal Commissioner

Workflow States - Applicable to all 3 types of bills

#	Action	Role	From State	To State	Status
1	Submit	Bill Creator		Pending for verification	Submitted
2	Verify and Forward	Bill Verifier	Pending for verification	Pending for approval	Verified
3	Send Back	Bill Verifier	Pending for verification	Pending for correction	Sent Back
4	Send Back	Bill Approver	Pending for approval	Pending for verification	Send Back
5	Send Back To Originator	<roles having access>	<Current Status>	Pending for correction	Sent Back
6	Re-submit	Bill Creator	Pending for correction	Pending for verification	Re-submitted
7	Approve	Bill Approver	Pending for approval	Approved	Approved
8	Reject	<roles having access>	<Current Status>	Rejected	Rejected

User Interface

The workflow UI component is the same as given for estimate. The only difference is the status update that is displayed as per the details given in the above table.

Acceptance Criteria

Acceptance Criteria	Description
1	Actions are configured based on role-action mapping.
2	Workflow states are defined as provided and the state transition is done accordingly.