Verify & Forward

Context

Verify and forward the work order to the next workflow user.

Actors

Employees

Actions

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

  1. Assignee name- Drop-down - Non Mandatory - The next user in the workflow i.e. Approver, hence the employees having the role Work_Order_Approver are displayed in drop-down with the name and the designation. E.g. Mahesh K working as EO and having the role of Work_Order_Approver will be displayed as ‘Mahesh K - Executive Officer’.

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

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

  4. Verify and Forward - Action Button

  5. Cancel - Action Button

    • The pop-up window is closed, toast cancel message is displayed on the view work order page

  6. On Verify and Forward,

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

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

    • The work order 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 work order.

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

Role
From State
To State
Status

Work Order Verifier

Pending for verification

Pending for approval

Verified

Toast Success Message:

The work order has been forwarded successfully.

Failure Message:

Verification of work order failed.

Toast Cancel Message:

Action has been cancelled.

Notifications

Not applicable.

User Interface

Acceptance Criteria

Acceptance Criteria
Description

1

Verify and forward pushes the work order to the next user in the flow.

2

The pop-up window is closed and the view work order page is refreshed. A toast success message is displayed.

3

Workflow states change, and based on the existing role the user can view the work order page on refresh.

4

On cancel pop-up window is closed. A toast cancel message is displayed.

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