Work Order Workflow

Context

Work order is created for an approved estimate in order to award the work to CBO and then send it for the approval process. The approval process contains various workflow levels and states associated with those levels.

Scope

Work order preparation for a work by the Work Order Creator and then its verification and approval by other users (actors) in the workflow.

Details

Role (Actors) - Action Mapping

#	Role	Action	User Persona
1	WORK ORDER CREATOR	Create Search View Edit/ Re-submit Submit Reject	Junior Engineer/ Assistant Engineer
2	WORK ORDER VERIFIER	Search View Verify and Forward Send Back	Executive Officer
3	WORK ORDER APPROVER	Search View Approve Send Back Send Back To Originator Reject	Municipal Engineer
4	CBO ADMIN	Accept Decline	Community based organization contact person (President/ Secretary)

Workflow States

#	Action	Role	From State	To State	Status
1	Submit	Work Order Creator		Pending for verification	Submitted
2	Verify and Forward	Work Order Verifier	Pending for verification	Pending for approval	Verified
3	Send Back	Work Order Verifier	Pending for verification	Pending for correction	Sent Back
4	Send Back	Work Order Approver	Pending for approval	Pending for verification	Sent Back
5	Send Back To Originator	<any roles having access>	<Current Status>	Pending for correction	Sent Back
6	Edit/ Re-submit	Work Order Creator	Pending for correction	Pending for verification	Re-submitted
7	Approve	Work Order Approver	Pending for approval	Approved	Approved
8	Reject	<any roles having access>	<Current Status>	Rejected	Rejected
9	Accept	CBO Admin	Approved	Accepted	Accepted
10	Decline	CBO Admin	Approved	Pending for re-assignment	Declined
11	Edit/ Re-submit	Work Order Creator	Pending for re-assignment	Pending for verification	Re-submitted

SLAs

Service Name	Action	Current State	SLAs (In Days)
Work Order	Edit/ Re-submit	Pending for correction	1
	Edit/ Re-submit	Pending for re-assignment	1
	Verify and Forward	Pending for verification	2
	Approve	Pending for approval	1
	Accept	Approved	7

User Interface (UI)

UI design is going to be the same as the estimate workflow. Only the workflow states will be displayed as per the table given above.

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.