Overview

MModal Process is a Purchase Order Process, this process starts with a web entry. It uses Business rules to make decisions for  which way to route the case in the process flow. It also has some custom dashboards where it shows the number of approved orders, how many orders require approval, how many orders were fulfilled and delivered and all approved purchase orders.

Process Flow

Process Explanation

The Process starts with a web entry where the first field "Employee ID" is a suggest box, e.g. MM-0001. We pull these "Employee ID" from a PMTable called "EMPLOYEE_PURCHASE".

One important thing we have in the web entry form is the Grid called "Order Details". Once the grid is submitted the case will be routed to "Approve Request (Manager)". The user for that task is "Hunter Brule".

Based on the "Order Details" grid, the total amount is calculated and the business rules plugins makes the decision: if the total amount is less than 10k it routes to "Approve Request (Finance)" task. The user for that task is "Ana Collin". If the total amount is greater than 10k it routes to "Approve Request (Director)" task. The user assigned for that task is "Leo Charlotte".  If the total amount is less than 30k goes to "Approve Request (Finance)". The user for that task is "Ana Collin". If the total amount is greater than 30k, it goes to "Approve Request (VP)". The user for this task is "Paul Phoenix". If the total amount is greater than 50k, it goes to "Approve Request (Executive)". The user for this task is "Arlene Murphy".   The below image shows the Business rules that we created to route the case.

In all the task Approve Request (Manager), Approve Request (Director), Approve Request (VP), and  Approve Request (Executive), we have a form where there are three buttons, Reject, Approve, and Cancel. The Reject button sends back to the original requestor, the Approve button approves the case and routes to the next task according to the business rules, and the Cancel button cancels the case. 

Once the case it is routed to "Approve Request (Finance)" task, the form only has two buttons Approve and Reject. The reject button sends the case back to the original requestor, and the approve button routes the case to the next task, "Fulfill Order". The users for this task are "Arlene Murphey and Brianna Creelman". But we also have in that task an output document that is the purchase order details. In the "Fulfill Order" task we just a have a submit button where it routes the case to "Confirm Delivery" task where the requestor has to confirm he received all the of the products and mark each one of them as "Received" in the Order Details Grid. All products have to be marked as "Received" to finish the case otherwise the case will always get back to "Confirm Delivery" task. In every task we send email notifications to notify the user who received the case.

Access

To initiate the process, use this link for the web entry: Begin Process - Web Entry

Admin Access

User Access