Bill Workflow
Context
Bills are created for the work which is in progress and then send for approval process. The approval process contains various workflow levels and states associated with those levels.
Action
Bill is prepared for any work by the Bill Creator (CBO/ JE) and then sent for its verification and approval by the users (actors) in the workflow.
Wage Bill - Approved on create.
Purchase Bill - Sent for verification on create.
Supervision Bill - Approve on create.
Details
Role (Actors) - Action Mapping
# | Role | Action | User Persona |
---|---|---|---|
1 | BILL CREATOR |
| Junior Engineer |
2 | BILL VERIFIER |
| Municipal Engineer |
3 | BILL APPROVER |
| Executive Officer/ Municipal Commissioner |
Workflow States - Applicable to all 3 types of bills
# | Action | Role | From State | To State | Status |
---|---|---|---|---|---|
1 | Submit | Bill Creator |
| Pending for verification | Submitted |
2 | Verify and Forward | Bill Verifier | Pending for verification | Pending for approval | Verified |
3 | Send Back | Bill Verifier | Pending for verification | Pending for correction | Sent Back |
4 | Send Back | Bill Approver | Pending for approval | Pending for verification | Send Back |
5 | Send Back To Originator | <roles having access> | <Current Status> | Pending for correction | Sent Back |
6 | Re-submit | Bill Creator | Pending for correction | Pending for verification | Re-submitted |
7 | Approve | Bill Approver | Pending for approval | Approved | Approved |
8 | Reject | <roles having access> | <Current Status> | Rejected | Rejected |
User Interface
The workflow UI component is the same as given for estimate. The only difference is the status update that is displayed as per the details given in the above table.
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. |
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