Tasks/Maker Checker Logic

Overview

Some things in the system need approval before they happen. When this occurs, tasks are created. You 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 described and can be filtered and searched using the following fields:

• Type: Either 'update' or 'upload'

• Entity: Key or ID of the changed data

• Task Group: The group to which the task is already assigned

• Business Status: Custom status for different entities

• Status: The current status of the task, which can be:

  • Received: A newly created task not assigned to any group

  • Accepted: Task assigned to a task group but not yet resolved; changes are not applied to the entity

  • Completed: Task was assigned to a group, approved by the task group, and changes applied to the entity

  • Rejected: Task was assigned to a group, but changes were rejected, and no changes are applied to the 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:

1. Navigate to Tasks Management → Tasks from main menu
   
   

   Open

   

2. Section with tasks type will appear
   
   

   Open

   

3. Select and unwrap section which matches data update category. All new tasks unassigned to any ‘task group’ will be in ‘RECEIVED’ status.
   
   
   

4. 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.
   
   

5. 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: