Decision-making Request Flow
Enables the deputy manager to give approval as a proxy for the department head. That is, requests of less than 1 million yen proceed to [3a. Approval] where the deputy manager will also be able to give approval. Applications for between 1 to 5 million yen will can also approved by the deputy manager after 24 hours. Meanwhile, for applications over 5 million yen proxy approval is not allowed.
BPMN Nodes
  • 1 1. Submit plan draft Applicant drafts approval
  • 4 1x. Rework The applicant corrects the draft and resubmits, or withdraws
  • 3 2. Confirmation The applicant’s boss confirms the draft and returns any deficiencies.
  • 2 2x. Request from Leader Who in a position of Leader submits drafts
  • 12 3a. Approval If the external payment is less than 10 thousand, the manager or deputy manager will approve
  • 14 3b. Approval If the external payment is 10-50 thousand, the manager will approve it, but if 24 hours have passed without approval, it will proceed to 3a.
  • 28 3c. Approval If the external payment is 50 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 Recording of Withdrawal The system overwrites the “Status (Select-type)” Data Item to display “Withdrawn”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. Confirmed by Leader The system overwrites the “Status (Select-type)” Data Item to display “Confirmed by Leader”
  • 17 x3. Approved by Department manager Overwrites the “Status (Select-type)” Data Item to update the progress/result
  • 18 x4. PDF generation The system inserts the values of the specified Data Items into the Base PDF and generates a PDF file.
  • 21 x5. Rejected by Department manager The system overwrites the “Status (Select-type)” Data Item to display “Disapproved by Department manager”
  • 9 x6. Approved by Department manager The system overwrites the “Status (Select-type)” Data Item to display “Approved by Department manager”
  • 10 x7. PDF generation The system inserts the values of the specified Data Items into the Base PDF and generates a PDF file.
  • 29 x8. Rejected by Department manager The system overwrites the “Status (Select-type)” Data Item to display “Disapproved by Department manager”
Variables (click to open)
  • = Application = 0:
  • Affiliation of Drafter q_Drafter_Org 1: Organization to which the drafter belongs 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: The drafter uploads the related files
  • External Payment q_Payment 6: Enter the estimated cost. The approval step varies depending on the amount.
  • Internal Man-hours q_Man_Hours 7: Enter the human labor converted into costs
  • Budget Classification q_Classification 8: Select the expense type
  • Remarks for Budget Classification q_Classification_Remarks 9: Enter a description if Others is select
  • = Confirmation by Leader / Approval by Department manger = 10:
  • Confirmed by: (Leader) q_Confirmer 11: Automatically input by Auto processing set in “2. Confirmation” or “2x. Request from Leader”.
  • Date and Time of Confirmation q_Confirmed_Time 12: Automatically input by Auto processing set in “2. Confirmation” or “2x. Request from Leader”.
  • Approved by: (Department manager) q_Approver 14: Automatically input by Auto processing set in “3. Approval”.
  • Date and Time of Approval q_Approved_Time 15: Automatically input by Auto processing set in “3. Approval”.
  • = Decision = 16:
  • Status q_Status 17: Displays progress according to the value assigned by the Service Task (Data Assignment) 1
  • Name of PDF q_PDF_Name 18: Generates a string that will be the filename of the file in q_PDF_File p#{processInstanceId}-r#{processInstanceSequenceNumber}.pdf
  • PDF file q_PDF_File 19: Stores the file generated at x4. or x7.
  • = Internal Communication = 20:
  • Message / Comment q_discussion 21: Record correspondence between concerned

Download

decision-making-request-flow-20160314-209-en.qar

Only available for Professional edition.

Notes

  • You need to associate the Swimlane settings according to your organizational structure upon import
  • [Role setting] is required to realize “proxy approval”

Arrangement Tips

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

See also

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