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An approval process is a type of business process that includes steps to formally approve work from different levels of the organization.
Data Table
Sr. No. | Actions | Assistant | Supervisor | Approver |
1 | Forward | Yes | No | No |
2 | Create and Forward | Yes | Yes | Yes |
4 | View | Yes | Yes | Yes |
5 | Comment | Yes | Yes | Yes |
6 | Verify and Forward | Yes | Yes | No |
7 | Reject | No | Yes | Yes |
8 | Send Back | No | Yes | Yes |
9 | Approve | No | No | Yes |
Procedure
Data Definition
Sr No: Defines the serial no of the line item
Action: The action refer to the steps which are processed while performing the steps Finance process
Assistant: A person who is in charge of initiating the action in the Finance process.
Supervisor: A person who is in charge to review the action initiated before approving
Approver: The Action to be performed by the Assistant or Supervisor based on the steps involved in the process.
Steps to fill data
Download the workflow template attached to this page.
Have it open and go through all the headers and understand the meaning of them by referring 'Data Definition' section.
Make sure all the headers, its data type, field size and its definition/ description is understood properly. In case of any doubt, please reach out to the person who has shared this document with you to discuss the same and clear out the doubts.
Identify all approval process with the Finance module.
Start filling the data starting from serial no. and complete a record at once. repeat this exercise till the entire data is filled into a template.
Verify the data once again by going through the checklist and taking care of each and every point mentioned in the checklist.
Validations
This data should be collected at State level