Overview
Some actions performed things in the system needs need approval . For such actions proper before they happen. When this occurs, tasks are created. Tasks can be found in Task module, after selecting task user can assign task to some task group (group of users responsible for resolving tasks).
After Task is assign to some group it can be either rejected or approved. If it will be approved then desired changed to some entity will applied.
Currently tasks funcionality is applied for:
Updating Benefit plans
Updating beneficiaries under benefit plans
payment verification
Approving payrolls
Reconciliating Payrolls
Below screen recording showing example flow for beneficiary update under benefit planYou can find these tasks in the Task module. Once you select a task, you can assign it to a group of people responsible for approving changes.
Tasks are descibed and can be filtered and searched by following fields:
- Type: update or upload
- Entity: key or id of changed data
- Task group: to which task is already assigned to
- Business status: custom status for different entities
- Status: current status of task which can be
Recieved - newly created task not assigned to any group
Accepted - task assigned to task group, not resolved yet, awaiting decision, changes not applied to entity
Completed - task was assigned to group and approved by task group, changes are applied to entity
Rejected - task was assigned to group and changes were rejected, no changes are applied to entity
Flow
After the task is given to a group, they can either approve or reject desired data update.
If user performed action that needs approval, then accepting task flow looks like this:
Navigate to Tasks Management → Tasks from main menu
Section with tasks type will appear
Select and unwrap section which matches data update category. All new tasks unassigned to any ‘task group’ will be in ‘RECEIVED’ status.
Double click on task or click on ‘eye’ button. Task detail view should be displaye which cointains:
- Task details with Task Group dropdown
- Entity changes details
Select one task group and clik save button in bottom left. Task will go to accepted status.
After group is saved at the bottom of page there are two button to accept or reject task
6. After accepting task, status will be changed to completed and entity data will be updated. If the task will be rejected then status will be changed to rejected and data will be not updated.
Screen recording with whole end-to-end flow:
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