Approval Request Flow
Records the Process from the request to the final approval. A director with approval authority can make a record of the approval by simply processing the [2x. Request from the Director] Step without going through the Submit and Approve Steps. However, even a proposal from a director requires approval by the officer if it exceeds 1 million yen. All approval requests are recorded and an approved proposal PDF is automatically generated.
BPMN Nodes
  • 1 1. Submit plan draft Applicant drafts a proposal.
  • 4 1x. Rework The applicant corrects the draft and resubmits, or withdraws
  • 3 2. Approve The applicant’s boss confirms the draft and returns any deficiencies.
  • 25 2x. Request from the Director Who in a position of Leader submits drafts
  • 14 3. Approve If the external payment is 100 thousand or more, the manager will approve
  • 5 x1. Recording of Withdrawal The system overwrites the “Status (Select-type)” Data Item to display “Withdrawn”
  • 8 x2. Recording of Approval The system overwrites the “Status (Select-type)” Data Item to display “Approved”
  • 12 x3. Approval limit set The system sets the time that is 24 hours later when the token reaches the node into the specified Data Item.
  • 21 x4. Recording of Disapproval by Officer The system overwrites the “Status (Select-type)” Data Item to display “Withdrawn”
  • 24 x5. Recording of Automatic approval time The system sets the time when the token reaches the node into the specified Data Item.
  • 17 x6. Recording of Approval The system overwrites the “Status (Select-type)” Data Item to display “Disapproved by Officer”
  • 9 x7a. PDF generation The system inserts the values of the specified Data Items into the Base PDF and generates a PDF file.
  • 18 x7b. PDF generation The system inserts the values of the specified Data Items into the Base PDF and generates a PDF file.
Variables (click to open)
  • = Application = 0:
  • Affiliation of Drafter q_Drafter_Org 1: processInstanceInitQgroupId
  • Drafter q_Drafter 2: ${processInstance.initQuserId}
  • Date and Time of Submission q_Submission_Time 3: Automatically input by Auto processing set in “1. Submit plan draft” or “1x. Rework”.
  • Contents and Reason of the Plan q_Reason 4:
  • Attachment q_Attachment 5:
  • External Payment q_Payment 6:
  • Internal Man-hours q_Man_Hours 7:
  • Budget Classification q_Classification 8:
  • Remarks for Budget Classification q_Classification_Remarks 9:
  • = Approval = 10:
  • Approved by:(Superior) q_Confirmer 11: Automatically input by Auto processing set in “2. Confirmation” or “2x. Request from Leader”.
  • Date and Time of Approval (Superior) q_Confirmed_Time 12: Automatically input by Auto processing set in “2. Confirmation” or “2x. Request from Leader”.
  • Approval limit q_Limit 13:
  • Approved by:(Officer) q_Approver 14: Automatically input by Auto processing set in “3. Approval”.
  • Date and Time of Decision (Officer) q_Approved_Time 15: Automatically input by Auto processing set in “3. Approval”.
  • = Decision = 16:
  • Status q_Status 17: 1
  • Name of PDF q_PDF_Name 18: p#{processInstanceId}-r#{processInstanceSequenceNumber}.pdf
  • PDF file q_File 19: Stores the file generated at x7.
  • = Internal Communication = 20:
  • Message / Comment q_Message 21:

Download

approval-request-flow-20160222-220-en.qar

Only available for Professional or Enterprise edition.

Notes

  • You need to associate the Swimlane settings according to your organizational structure upon import
    • In this App, Superior (Director of the Department) is defined using the Role settings

Arrangement Tips

  • It can be used in all editions by removing [Service Task (PDF Generation)].

See also

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