Send back the estimate to the previous user for necessary action.
Estimate Verifier, Technical Sanction, Estimate Approver
To send the estimate back to the previous user in the workflow, Send Back action is provided with the below details to be captured.
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.
Attach Supporting Document - This is the field for document upload and non-mandatory. Users can attach and upload supporting documents as required. I
Send Back - This is an Action button.
Cancel - This is an Action button.
On Send Back
The pop-up window is closed and a toast success message is displayed.
The view estimate page is refreshed and the action menu is loaded according to the role the logged-in user has.
The estimate is sent back to the previous user’s inbox.
Workflow states change as per the flow.
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.
Not applicable.
| Role | From State | To State | Status |
|---|---|---|---|
| Acceptance Criteria | Description |
|---|---|
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
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