Estimate Send Back Workflow

Scope

Send back the estimate to the previous user for necessary action.

Actors

Estimate Verifier, Technical Sanction, Estimate Approver

Details

Send Back

• To send the estimate back to the previous user in the workflow, Send Back action is provided with the below details to be captured.

  1. Comments - This is a text area and non-mandatory. Users can add any remarks/instructions to be passed on to the previous users in the workflow.

  2. Attach Supporting Document - This is the field for document upload and non-mandatory. Users can attach and upload supporting documents as required. I

  3. Send Back - This is an Action button.

  4. Cancel - This is an Action button.

• On Send Back

  1. The pop-up window is closed and a toast success message is displayed.

  2. The view estimate page is refreshed and the action menu is loaded according to the role the logged-in user has.

  3. The estimate is sent back to the previous user’s inbox.

  4. Workflow states change as per the flow.

Role	From State	To State	Status
Estimate Verifier	Pending for verification	Pending for correction	Sent Back
Technical Sanction	Pending for technical sanction	Pending for verification	Sent Back
Estimate Approver	Pending for approval	Pending for technical sanction	Sent Back

• On cancel, the toast cancel message is displayed on the view estimate page.

Toast Success Message:

The estimate is sent back successfully.

Failure Message:

Sending back of estimate is failed.

Toast Cancel Message:

Action is cancelled.

Notification

Not applicable.

UI

DIGIT-Works

Acceptance Criteria

Acceptance Criteria	Description
1	On send back, the Pop-up window is closed, a toast success message is displayed and the view estimate page is refreshed
2	The estimate is sent back to the previous user in the workflow
3	Workflow state changes based on the role as mentioned in the story above
4	On cancel, the pop-up window is closed and the toast cancel message is displayed