Estimate Approve Workflow

Scope

Approve estimates

Actors

Estimate Approver

Details

Approve

• For the approval of an estimate, action Approve is provided and the below-given detail is captured in a pop-window on approval.

  1. Comments - This is a text and non-mandatory field. Users can add any remarks or comments.

  2. Attach Supporting Document - This is a non-mandatory field. Users can attach and upload supporting documents.

  3. Approve - This is an action button.

  4. Cancel - This is an action button.

• On Approve,

  1. The estimate is approved.

  2. Approve pop-up window is closed, a toast success message is displayed and the view estimate page is refreshed.

  3. Workflow state changes as given below.

Role	From State	To State	Status
Estimate Approver	Pending for approval	Approved	Approved

• On cancel, the toast cancel message is displayed.

Toast Success Message:

The estimate is administratively approved successfully.

Failure Message:

Approval of estimate failed.

Toast Cancel Message:

Action is cancelled.

Notification

SMS to the estimate creator

Estimate <estimate no.> for the project <projectname> of the location <location> is approved. For more details log in to MUKTASoft to view the estimate details.

UI

DIGIT-Works

Acceptance Criteria

Acceptance Criteria	Description
1	On approval, estimate workflow state changes accordingly.
2	On approval, a notification is sent to the estimate creator.