Change in workflow

Scope

Estimate preparation for a work, by the Estimate Creator and then its verification and approval by other users (actors) in the workflow. Hence no change in existing approach.

Actors

There is no change from existing actors.

#	Role (Actors)	Actions	User Persona
1	ESTIMATE_CREATOR	Create Submit Search View Edit/ Re-submit	Junior Engineer/ Assistant Engineer/ MUKTA Implementation Expert
2	ESTIMATE_VERIFIER	Search View Verify and Forward Send Back	Executive Engineer
3	TECHNICAL_SANCTIONER	Search View Technical Sanction Send Back Send Back To Originator Reject	Municipal Engineer
4	ESTIMATE_ APPROVER	Search View Approve Send Back Send Back To Originator Reject	Executive Officer/ Municipal Commissioner
5	ESTIMATE_VIEWER	Search View	MUKTA Program Coordinator

Details

1. There is minor change in the workflow.

2. The option to save the estimate as draft to be provided at first before submitting it to verifier and the same is reflected in the below table.

Workflow States

#	Action	Role	From State	To State	Status
1	Save as Draft	Estimate Creator		Saved as draft	Drafted
2	Submit	Estimate Creator	Saved as draft	Pending for verification	Submitted
3	Verify and Forward	Estimate Verifier	Pending for verification	Pending for technical sanction	Verified
4	Technical Sanction	Technical Sanctioner	Pending for technical sanction	Pending for approval	Technically Sanctioned
5	Send Back	Estimate Verifier	Pending for verification	Pending for correction	Sent Back
6	Send Back	Technical Sanctioner	Pending for technical sanction	Pending for verification	Sent Back
7	Send Back	Estimate Approver	Pending for approval	Pending for technical sanction	Sent Back
8	Send Back To Originator	<roles having access>	<Current Status>	Pending for correction	Sent Back
9	Edit/ Re-submit	Estimate Creator	Pending for correction	Pending for verification	Re-submitted
10	Approve	Estimate Approver	Pending for approval	Approved	Approved
11	Reject	<any roles having access>	<Current Status>	Rejected	Rejected

UI

No change. In the UI, the workflow will start displaying from Submitted state.

Acceptance Criteria

1. Roles are created as given provided.

2. Actions are configured based on role - action mapping.

3. Workflow states are defined as provided and the state transition done accordingly by updating the status appropriately.