Revised Estimate Workflow

Details

Role (Actors) - Action Mapping

#

Role (Actors)

Actions

User Persona

1

ESTIMATE_CREATOR

  • Create

  • Submit

  • Search

  • View

  • Edit/ Re-submit

Junior Engineer/ Assistant Engineer/ 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

Program Coordinator

Workflow States

#

Action

Role

From State

To State

Status

1

Save as Draft

Drafted

Drafted

2

Submit

Estimate Creator

Drafted

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

SLAs

Workflow State/ Event

Current State

SLA (In Days)

Edit/ Re-submit

Pending for correction

1

Verify and Forward

Pending for verification

2

Technical Sanction

Pending for technical sanction

1

Approve

Pending for approval

1

UI

The UI is same as original estimate.

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.

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