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member => requestor

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The requestor for payment may or may not be a member or affiliated in
some way with the organization.
This commit is contained in:
Bradley M. Kuhn 2016-08-30 09:49:13 -07:00 committed by Brett Smith
parent 2204e09bfe
commit cb902d08af
1 changed files with 10 additions and 10 deletions
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Reimbursements/Requirements.mdwn
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@ -31,7 +31,7 @@ doable by a bookkeeper with appropriate privileges.
Requests for payment have four states: In Progress, Submitted, Requests for payment have four states: In Progress, Submitted,
Accepted, and Rejected. Accepted, and Rejected.
Administrators can define questions to ask the member about the entire Administrators can define questions to ask the requestor about the entire
request, and about each expense in the request. The system can display request, and about each expense in the request. The system can display
forms, validate answers, and record answers for questions with the following forms, validate answers, and record answers for questions with the following
types of answers: types of answers:
@ -45,7 +45,7 @@ types of answers:
* File upload * File upload
For each question, the administrator can define any number of conditions to For each question, the administrator can define any number of conditions to
check against the member's answer. When a member submits an answer that does check against the requestor's answer. When a requestor submits an answer that does
not comply with all of the conditions, the answer is flagged in the interface not comply with all of the conditions, the answer is flagged in the interface
as making the expense non-reimuburseable. The first release must support the as making the expense non-reimuburseable. The first release must support the
following conditions: following conditions:
@ -56,31 +56,31 @@ following conditions:
Using these same conditions, the administrator can define questions that are Using these same conditions, the administrator can define questions that are
conditional on other questions' answers. These questions are only presented conditional on other questions' answers. These questions are only presented
to the member when they submit an answer that meets the specified conditions. to the requestor when they submit an answer that meets the specified conditions.
For illustration purposes, the common deployment is expected to have For illustration purposes, the common deployment is expected to have
relatively few unconditional questions about each expense (type of expense, relatively few unconditional questions about each expense (type of expense,
receipt, amount), and then a series of conditional questions based on those receipt, amount), and then a series of conditional questions based on those
answers (e.g., follow-up questions specific to airfare expenses, answers (e.g., follow-up questions specific to airfare expenses,
accommodations expenses, etc.). accommodations expenses, etc.).
### Member workflow ### Requestor workflow
Members 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 in 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 Progress state, the member 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
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 In Progress report has at least one expense associated with it, and
all questions have been answered, the member may submit the request for all questions have been answered, the requestor may submit the request for
approval. If any of the answers do not meet the administrator's conditions approval. If any of the answers do not meet the administrator's conditions
for payment, the member may still submit the request, and provide an for payment, the requestor may still submit the request, and provide an
explanation for why the request should be paid (e.g., because it was explanation for why the request should be paid (e.g., because it was
approved in advance). Once the request is submitted, it moves to the approved in advance). Once the request is submitted, it moves to the
Submitted state. Submitted state.
@ -92,7 +92,7 @@ Bookkeepers can log into the system and see all requests.
When a bookkeeper reviews a Submitted report, they can change the report's When a bookkeeper reviews 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
(e.g., moved back to In Progress because a specific receipt was insufficient (e.g., moved back to In Progress because a specific receipt was insufficient
documentation). When they do this, the system sends e-mail to the member documentation). When they do this, the system sends e-mail to the requestor
letting them know about the change, including the rationale provided by the letting them know about the change, including the rationale provided by the
bookkeeper. bookkeeper.
@ -118,7 +118,7 @@ built.
"free." "free."
* Usable without JavaScript: For consistent mission advocacy, it's important * Usable without JavaScript: For consistent mission advocacy, it's important
that some organizations not require members to use JavaScript. (e.g., Tor that some organizations not require requestor to use JavaScript. (e.g., Tor
browsers typically have JavaScript disabled because it can undermine Tor's browsers typically have JavaScript disabled because it can undermine Tor's
anonymity guarantees.) It should be possible to submit payment anonymity guarantees.) It should be possible to submit payment
requests without JavaScript. The interface can be enhanced when JavaScript requests without JavaScript. The interface can be enhanced when JavaScript