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.

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