Additional request state: Pre-Approval
Many travel policies, for example, require that certain expenses be approved before tickets can be purchased. An example from Conservancy's travel policy include: hotel bookings beyond the GSA/Dept-of-State Per Diem hotel rate, and flights that exceed the with-$100-of-cheapest rule. As such, requestors need the ability to request preapproval. These changes herein committed, however, do *not* account for the fact that a request may already be "In Progress" when another expense comes up. An example of that is a flight was booked already in policy and the requestor, and uploaded, and the requestor then discovers later that the hotel is out-of-policy and needs preapproval. We can perhaps ignore this scenario for the first specification of this to avoid feature-creep, but I wanted to flag it as a potential issue for future. The work around might be that the Bookkeeper is allowed to move a request between any state to another, so the work-around in this specific instance may have to require an out-of-band conversation between bookkeeper and requestor. That's not disaster.
This commit is contained in:
parent
cb902d08af
commit
6e91d81ce1
1 changed files with 11 additions and 2 deletions
|
@ -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 five states: Pre-Approval, In Progress, 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
|
||||||
|
@ -66,12 +66,21 @@ accommodations expenses, etc.).
|
||||||
### Requestor workflow
|
### Requestor workflow
|
||||||
|
|
||||||
Requestor can log in and see the status of all their requests. They can also
|
Requestor can log in and see the status of all their requests. They can also
|
||||||
create a new request, which starts in the In Progress state.
|
create a new request, which starts either the Pre-Approval or the In Progress
|
||||||
|
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 the Pre-Approval state, the requestor is submitting not
|
||||||
|
receipts or invoices, but documents regarding potential expenses that have
|
||||||
|
not yet been incurred, but for which organization policies require
|
||||||
|
preapproval by organizational management ahead of time. The appropriate
|
||||||
|
management representatives are duly notified by the system of pending
|
||||||
|
Pre-Approval requests, and their approval moves the request into the In
|
||||||
|
Progress state. Their rejection moves the request to the Rejected sate.
|
||||||
|
|
||||||
When a report is In Progress state, the requestor can edit any answer in the
|
When a report is In Progress 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 unconditional questions associated with expenses, and then
|
by asking them unconditional questions associated with expenses, and then
|
||||||
|
|
Loading…
Reference in a new issue