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changes.mady.by.user Dan VanMullen

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  • To provide a more flexible Approval Process to customers using the PCR-360 CustomerCenter.
  • Provide more options when designating which approvers Approvers should receive notificationsNotifications. 
  • A phased approach will be taken to facilitate a speedy delivery of the most important features.

Background and strategic fit

Many of our customers that use CustomerCenter, as well as prospective customers, have asked for more flexibility and options with the approval processApproval Process.   


  • Line-item approvalsApprovals
  • Approvals by Department
  • Approvals by GLA
  • Tiered Approvals
  • Approvals to be based on Service Catalog or Equipment Catalog.
  • Approval check will be part of the validation process.
  • If a Request requires approvalApproval, return the value so UI can inform the customer on the cart pageCart Page.

Requirements

#TitleUser StoryImportanceNotes
1Approval Process ChangesUsers have requested more flexibility in the approval process Approval Process so they can more specifically tailor the requirements of a new Request for their organization.Must Have
  • Phase 1
  • In CustomerCenter, the Approver(s) will be listed on the approved item after Approval. 
  • Needs Work Option
    • A new "Needs Work" option will be added to the approval processApproval Process. A remark Remark field will be available to list items that need to be updated or changed in the request Request before the request Request can be approvedApproved.  
    • Modified Requests can be resubmitted
  • Requiring approval Approval for Stand-Alone Equipment will be available.
  • Ability to import approval criteria  Import Approval Criteria  
  • Migrate legacy Contact/Worker GLA Approver records to the new system.
2Approvals By CriteriaThe available criteria for which a Request can require approval is Approval are to be expanded and more powerful.Must Have
  • Phase 1
  • Approvals By GLA
  • Approvals By Service Catalog or Equipment Catalog 
  • Approvals By Request Amount Thresholds
  • Approvals By Owner
  • Current (legacy) GLA approver Approver settings will be migrated to the new system system.
3Approval NotificationsA revamped notification Notification system for approvals Approvals and denials will aid in improving the speed of the whole process.Must Have
  • Phase 1
  • Notifications will be able to be set up to inform approvers Approvers of new Requests Requests.
  • Approval Notifications will include a clickable link (or button) to approve Approve the requestRequest. 
4Tiered ApprovalsA tiered approval Approval approach will allow organizations to require approval Approval from multiple individuals.Must Have
  • Phase 2
  • Ability Add the ability to add multiple levels of Approvers  Approvers.  
5Line Item ApprovalsA more granular approach to approvals Approvals will provide more control over new Requests.Must Have
  • Phase 2
  • Ability Add the ability to approve Approve or deny Deny individual items within a Request  Request.

User interaction and design

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QuestionOutcome

What should be done with current (legacy) Requests awaiting approval Approval when the new system is released?

1 One organization has so far expressed that it will be easier to delete these Requests and the users Users will have to resubmit them under the new system.

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