New and Improved Features
PMP-6440 : Provision of ability to configure different approval workflows by risk assessmentProduct Level
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Configurable : NA ,Product Level Change
Title : NA
Public / Private :NA
Default : Based on the default workflow configuration in the module set up
Existing System:
- Currently only one reviewer and one approver can be configured for the risk assessment process.There is no provision to have different approval processes for different Risk assessments.
- This limits the ability to assign different approval workflows for different risk assessments.
For example :
- A Risk assessment with potential high hazard and risk levels might require "2 reviewers and 2 approvers" whereas another risk assessment with relatively lesser levels of potential hazard and risk would require only 1 reviewer and 1 approver. There might also be risk assessments which require only self approval.
- The Approval workflow/process required for any assessment thus depends on the type of the risk assessment and it is not necessary that all risk assessments would require the same persons/number of persons to approve the assessment
- The same number of steps in the approval process may also vary with respect to the assessment type.
- The limitation in the existing system is that it restricts the approval process to a single approval workflow.Thus all risk assessments ,irrespective of their severity or importance needs to be passed through the same approval workflow.
Purpose :
- To allow the ability to configure different workflows for the risk assessment approval process.
- To make the risk assessment application cater to different types of assessment as per business requirements.
Enhanced System :
- In the enhanced state,system will allow the users to configure approval workflows by risk assessment .
- There will be a set of pre-defined approval workflow definitions available for system administrators to choose in the module set up.These definitions can then be used to configure various kinds of approval workflows.
- Once any approval workflow is set up in the module set up ,the same would be available for the users in the risk assessment set up screen.
- Users can create any number of workflows by choosing the number of approvers and reviewers in the module set up screen as shown below.
Available workflows
- The following workflows definitions will be available for the users to set up in the module set up :
Submit ,Review,Submit ,Approve, Submit, Complete
Review and Approve
Self Approve
Submit ,Review and Approve
Submit and Approve
Submit,Review,Evaluate,Approve
- Each of the above mentioned approval workflow definitions can be further used to configure the actual workflow.For example ,the users can define the number of Reviewers and number of Approvers in the Review and Approve workflow.Similarly the users can define the number of Reviewers ,Evaluators and Approvers in the Submit,Review,Evaluate,Approve workflow.
- Thus,every workflow definition can be used to configure any required workflow as per the requirement of the users.
- However,system will provide the flexibility to choose one created workflow in the module set up as a default workflow.If any workflow is defined as a default workflow in the module set up then the same will be default selected in the Risk assessment creation screen when the user is setting up a new assessment
Defining Approval Timelines :
- Users can define the time frame for approvals.Based on the values entered for fields of T the approval due date will be calculated.
- For example : In the screenshot below,the approval due date for the first review is two days after the assessment is submitted .The approval due date for the final approval is 3 days after the first review is completed.
- Based on the approval time frames the notifications for escalations will be generated from the system
- Below is the list of created workflows.As mentioned above any number of workflows can be created from the basic workflow definitions shown above.
- The default is marked for the 2 Reviewer ,1 Approver workflow below.
- In the Risk assessment Set up ,the workflow will show as shown below .
- Users will need to select the actual Reviewer and Approver names here
- Users also need to enter the Reviewer Due Dates and the Approval Due Dates.
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PMP-47215 Provision of notification based on Next Assessment Date-Alerts and reminder
Configurable : NA ,Product Level Change
Title : NA
Public / Private :NA
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PMP-47215 Provision of alerts and reminders to the responsible personnel for upcoming next assessments and approval due dates.
Configurable : Customer specific Reminders and Alerts
Title :
- Enabledefaultreminderonapprovalduedates (Type =Public)
- Enabledefaultnextassessmentreminder (Type=Private)
- Enabledefaultalertonapproval (Type =Public)
Default :
- Reminder 7 days before the next assessment date to the Assessor
- Alert 2 days after the approval due date to the Assessment Review and Assessor
- Reminder on the approval due date for the Assessment Approver/Reviewers
Impacts:None
Existing System:
- In the existing state there is no notifications triggered for the next assessment date and upcoming approvals.
- Notification/Reminder is required for the next assessment date for the user to conduct the review of the assessment on the next assessment date
- Also Alerts and Reminders are required for the pending approvals for facilitating better communication for required assessment approvals.
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- Users can add new notifications for alerts and reminders as shown below.
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PMP-47220 Provision of hyperlinks to the
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risk assessment approval notifications for navigation to
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approval screen of risk assessment
Configurable : NA ,Product Level Change
Title : NA
Public / Private :NA
Default : NA
Impacts: None
Existing System:
- Currently there is no hyperlink in the risk assessment notifications to navigate to the approval screen.
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