2023-05-25 / Workflow Apps /
Approval Request Flow 20221027
This is an approval process in which the general manager has to approve the application and the executive officer has to make the final decision. However, if the general manager himself applies for the approval, it will proceed to the executive’s decision without the approval step. This workflow application is based on the “Approval Request Flow”. https://support.questetra.com/ja/templates/approval-request-flow-20160222/
Workers (Number of swimlanes: 3)
  • Applicant
  • Supervisor (director of applicant’s division)
  • Board member (leader of the root organization)
Workflow (Complexity of workflow diagram: 25)
  • 11. Submit a Request for Approval
    • The applicant drafts a request for approval
  • 41x. Responding to Returns
    • Revise and resubmit your draft or withdraw it
  • 32. Approve/Decide
    • The applicant’s supervisor will review the draft and return it if it is incomplete
  • 143. Board Approval
    • The officer decides on the application
  • 5x0. Record of Withdrawal
    • The system will overwrite the “Status (select-type)” data item and display “Withdrawn”.
  • 28x1. Originator role storage
    • The role to which the originator belongs is confirmed. If the originator belongs to the “Director” or “Manager” role, the role name will be stored in the “Originator’s Authority (Role)” data item.
  • 8x2. Record of Approval
    • The system will overwrite the “Status (Select-type)” data item and display “Approved”
  • 12x3. Decision Due Date Set
    • The system sets the time 24 hours after the time the token arrives at the node to the specified data item.
  • 21x4. Officer Rejection Record
    • The system will overwrite the “Status (Select-type)” data item to show “Officer Rejected”
  • 24x5. Record of Automatic Decision Time
    • The system sets the time the token arrives at the node to the specified data item.
  • 17x6. Record of Executive Decisions
    • The system will overwrite the “Status (Select-type)” data item and display “Approved”
  • 9x7a. PDF Generation
    • The system generates a PDF file with the values of the specified data items inserted and sets them to the specified data items.
  • 18x7b. PDF Generation
    • The system generates a PDF file with the values of the specified data items inserted and sets them to the specified data items.
Workflow Diagram (click to open)
Business process variables to be passed (number of data items: 23)
  • ▼ Application ▼ 0
  • Applicant Organisation q_Drafter_Org 1
    • processInstanceInitQgroupId
  • Applicant q_Drafter 2
    • ${processInstance.initQuserId}
  • Applicant Authority (Role) q_drafter_role 22
  • Submission Time q_Submission_Time 3
    • The processing completion time of the “1. Submit a Request for Approval” process is automatically set
  • Details and Reasons for Application q_Reason 4 *
  • Attached Documents q_Attachment 5
  • External Payments q_Payment 6
  • Internal Manpower q_Man_Hours 7 *
  • Budget Classification q_Classification 8 *
  • Budget Category Remarks q_Classification_Remarks 9
  • ▼ Approval/Decision ▼ 10
  • Approver q_Confirmer 11
    • The person in charge of the “2. Approve/Decide” process is automatically set
  • Supervisor Recognition / Decision Time q_Confirmed_Time 12
    • The processing completion time of the “2. Approve/Decide” process is automatically set.
  • Deadline for Executive Approval q_Limit 13
    • The closing date and time of the executive’s decision will be stored.
  • Approver q_Approver 14
    • The person in charge of processing “3. Board Approval” the process is automatically set
  • Approved Time q_Approved_Time 15
    • The processing completion time of the “3. Board Approval”
  • ▼ Decision Result ▼ 16
  • Status q_Status 17
    • Automatically overwritten at x1,2,4,6
    • 1
  • Approval PDF Name q_PDF_Name 18
    • p#{processInstanceId}-r#{processInstanceSequenceNumber}.pdf
  • Approval PDF q_File 19
  • ▼ Internal Communication ▼ 20
  • Comments and Messages q_Message 21

Field name, Num, Initial value

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Notes

  • Associate the processor settings with the organizational structure during import
    • Automatic “x1. Originator role storage” process
      • “A2:” Setting
        • List the names of roles that have approval authority. (separated by commas)
        • The “2. Approve/Decide” step is skipped.

Capture

See also

稟議フロー
Questetra BPMS: User, Check Belonging to Role

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