Verify & Forward

Context

Provide users with the option to verify and forward the bills in the workflow.

Actions

1. Verify and forward action is provided with a pop-up window to capture the below given details.

   • Assignee name- Drop-down - Non Mandatory - The next user in the workflow i.e. Verification, hence the employees having the role Bill_Verifier are displayed in drop-down with the name and the designation. E.g. Mahesh K working as ME and having the role of Bill_Verifier will be displayed as ‘Mahesh K - Accountant’.

   • Comments - Text area - Non-Mandatory - In case any comments to be added.

   • Attach Supporting Document - Non-Mandatory - Any document to be uploaded as a supporting document.

   • Verify and Forward - Action Button

   • Cancel - Action Button

2. On Verify and Forward -

   • A pop-up window is closed, a toast success message is displayed and the view bill page is refreshed.

   • The action menu is loaded according to the role-action mapping of the currently logged-in user.

   • Bill is forwarded to the next user in the workflow and shown in its inbox.

   • The workflow state changes accordingly and timelines show the current state of the Bill.

   • Bill is removed from the currently logged-in user’s inbox.

Role	From State	To State	Status
Bill Verifier	Pending for verification	Pending for approval	Verified

On cancel, the pop-up window is closed and a toast cancel message is displayed on the View Bill page.

Toast Success Message: Bill has been forwarded successfully.

Failure Message: Verification of bill failed.

Toast Cancel Message: Action has been cancelled.

Notification

Not applicable.

User Interface

This is a common UI which we have for the verify and forward workflow action.

Acceptance Criteria

Acceptance Criteria	Description
1	On verify and forward action, the bill is forwarded to the next user in the flow.
2	The pop-up window is closed and the bill page is refreshed. The toast success message is displayed.
3	Workflow states changes and based on the role the existing user has view bill page refreshes.
4	On cancel, the pop-up window gets closed. A toast cancel message is displayed.