Overview

TEAL Purchase Requisition Processing, this process has a custom form, that it has been customized as a lead requirement. The forms has been created using panel, and html. To save the information in ProcessMaker database, it has been created some hidden variables, and javascript functions to pull and set the information in the hidden fields, so ProcessMaker can save the information safely. Below it is presented the custom form that we did for this PoC.

Process Explanation

The process start with the Requestor, "Enter PRP" task. Once the form is submitted it goes to "Accounting Approval" task. The user for this task is "Charlotte Leo". In this task there is a form that it has two dropdowns, if the case is rejected, it gets back to requestor. If the case is approved then it is enabled another dropdown which has two options. The first one is "Send to purchasing", if this option is selected the case will be routed straight to "Purchasing Approval" task. The second option is "Send to Supervisor / Budgetary", if this option is chosen the task will go to "Supervisor Approval" task. In this "Supervisor Approval" task, in the form the there are two dropdowns, the first one is "Supervisor Approved" which it has two options, the first option is "Supervisor Rejected", if this options is selected the case will get back to the Requestor, if the second option is selected, then it enables the second dropdown called "Budget Approval User" which it pulls all user from the group called "T_PRP_Budget Approval". There is selected a user and the case goes to "Budget Approval" task. However if the selected user is the same that completed the task "Supervisor Approval", the case automatically is skipped and routed to "Purchasing Approval" task. In the "Purchasing Approval" task ends the flow and once finish the case, sends an email to notify to the Requestor that his request has been successfully approved.

In every task we send email notifications, to let the user know, that he/she has to interact with the case.

Process Flow

Access

Admin & User Access