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Change "In Progress" state to "Draft".

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Payment requests are basically always "in progress" until they're
rejected or the requestor receives payment.  Use a name that better
reflects what's going on.
This commit is contained in:
Brett Smith 2016-09-02 11:32:28 -04:00
parent d8a932b462
commit 322ad21f8b
1 changed files with 7 additions and 7 deletions
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14
Reimbursements/Requirements.mdwn
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@ -28,7 +28,7 @@ doable by a bookkeeper with appropriate privileges.
### Defining the request form ### Defining the request form
Requests for payment have four states: In Progress, Submitted, Requests for payment have four states: Draft, Submitted,
Accepted, and Rejected. Accepted, and Rejected.
Administrators can define questions to ask the requestor about the entire Administrators can define questions to ask the requestor about the entire
@ -60,19 +60,19 @@ expenses.
### Requestor workflow ### Requestor workflow
Requestors can log in and see the status of all their requests. They can also Requestors can log in and see the status of all their requests. They can also
create a new request, which starts in the In Progress create a new request, which starts in the Draft
state. state.
When they view a report, it shows the questions and answers about the entire When they view a report, it shows the questions and answers about the entire
report, and a list of associated expenses. Viewing a specific expense report, and a list of associated expenses. Viewing a specific expense
similarly shows all the questions and answers about it. similarly shows all the questions and answers about it.
When a report is In Progress state, the requestor can edit any answer in the When a report is Draft state, the requestor can edit any answer in the
report or an associated expense. They can also add an expense, which begins report or an associated expense. They can also add an expense, which begins
by asking them questions common to all expenses, and then by asking them questions common to all expenses, and then
follow-up questions as necessary based on those answers. follow-up questions as necessary based on those answers.
When an In Progress report has at least one expense associated with it, and When an Draft report has at least one expense associated with it, and
all questions have been answered, the requestor may submit the request for all questions have been answered, the requestor may submit the request for
approval, along with optional notes about the request. approval, along with optional notes about the request.
Once the request is submitted, it moves to the Submitted state. Once the request is submitted, it moves to the Submitted state.
@ -85,7 +85,7 @@ Bookkeepers can log into the system and see all requests.
When bookkeepers review a Submitted report, they can change the report's When bookkeepers review a Submitted report, they can change the report's
state, and include a note explaining why the report was moved to that state state, and include a note explaining why the report was moved to that state
(for example, the bookkeeper moved the request back to In Progress because a (for example, the bookkeeper moved the request back to Draft because a
specific receipt was insufficient documentation). When they do this, the specific receipt was insufficient documentation). When they do this, the
system sends email to the requestor letting them know about the change, system sends email to the requestor letting them know about the change,
including the rationale provided by the bookkeeper. including the rationale provided by the bookkeeper.
@ -185,13 +185,13 @@ effort for the first release.
* Richer lifecycle management * Richer lifecycle management
* Support requests for pre-approval, probably with two states * Support requests for pre-approval, probably with two states
"Pre-Approval In Progress" and "Pre-Approval Submitted." In the "Pre-Approval Draft" and "Pre-Approval Submitted." In the
Pre-Approval state, the requestor is submitting not receipts or Pre-Approval state, the requestor is submitting not receipts or
invoices, but documents regarding potential expenses that have not yet invoices, but documents regarding potential expenses that have not yet
been incurred, but for which organization policies require preapproval been incurred, but for which organization policies require preapproval
by organizational management ahead of time. The appropriate management by organizational management ahead of time. The appropriate management
representatives are duly notified by the system of pending Pre-Approval representatives are duly notified by the system of pending Pre-Approval
requests, and their approval moves the request into the In Progress requests, and their approval moves the request into the Draft
state. Their rejection moves the request to the Rejected sate. state. Their rejection moves the request to the Rejected sate.
* Support more review: a leader (such as a manager or program * Support more review: a leader (such as a manager or program