175 lines
7.5 KiB
Plaintext
175 lines
7.5 KiB
Plaintext
flowchart TD
|
|
Start([User Access System]) --> SSO[SSO Login via RE Bridge]
|
|
SSO --> Auth{Authentication Successful?}
|
|
Auth -->|No| SSO
|
|
Auth -->|Yes| Dashboard[Dashboard]
|
|
|
|
Dashboard --> NavMenu[Side Navigation Menu]
|
|
NavMenu --> MenuChoice{User Selection}
|
|
|
|
MenuChoice -->|My Requests| MyReq[View My Requests]
|
|
MenuChoice -->|Open Requests| OpenReq[View Open Requests]
|
|
MenuChoice -->|Closed Requests| ClosedReq[View Closed Requests]
|
|
MenuChoice -->|Raise New Request| RaiseReq[Create New Request]
|
|
|
|
%% My Requests Flow
|
|
MyReq --> ViewReqDetail[View Request Details]
|
|
OpenReq --> ViewReqDetail
|
|
ClosedReq --> ViewReqDetail
|
|
|
|
%% Create New Request Flow
|
|
RaiseReq --> Step1[Step 1: Template Selection]
|
|
Step1 --> SelectCustom[Select Custom Request]
|
|
SelectCustom --> Step2[Step 2: Basic Information]
|
|
|
|
Step2 --> EnterBasic[Enter Request Details: Title, Description, Priority Express/Standard]
|
|
EnterBasic --> Step3[Step 3: Approval Workflow]
|
|
|
|
Step3 --> DefineApproval[Define Approval Hierarchy: Add Approvers @mention, Set TAT per level, Max 10 levels]
|
|
DefineApproval --> CalcTAT[System Calculates Total TAT]
|
|
CalcTAT --> Step4[Step 4: Participants & Access]
|
|
|
|
Step4 --> AddSpectators[Add Spectators @mention - View-only access]
|
|
AddSpectators --> Step5[Step 5: Documents & Attachments]
|
|
|
|
Step5 --> UploadDocs[Upload Documents: PDF, Word, Excel, PPT, Images - Max 10MB per file - Link Google Docs/Sheets]
|
|
UploadDocs --> Step6[Step 6: Review & Submit]
|
|
|
|
Step6 --> ReviewAll[Review All Details: Request Overview, Basic Info, Approval Workflow, Participants, Documents]
|
|
ReviewAll --> SubmitChoice{User Action}
|
|
|
|
SubmitChoice -->|Save as Draft| Dashboard
|
|
SubmitChoice -->|Submit Request| ValidateReq[Validate All Fields]
|
|
ValidateReq --> SendNotif[Send Notifications to Approvers & Spectators]
|
|
|
|
%% Approval Process Flow
|
|
SendNotif --> ApprovalLevel[Request at Approval Level N]
|
|
ApprovalLevel --> StartTAT[Start TAT Timer for Level N]
|
|
StartTAT --> NotifyApprover[Notify Approver]
|
|
|
|
NotifyApprover --> ApproverAction{Approver Action}
|
|
ApproverAction -->|View Request| ViewReqDetail
|
|
|
|
ViewReqDetail --> DetailTabs{View Tabs}
|
|
DetailTabs -->|Overview| ShowOverview[Display Request Details & TAT Progress Bar]
|
|
DetailTabs -->|Workflow| ShowWorkflow[Display Approval Hierarchy & TAT Status per Level]
|
|
DetailTabs -->|Documents| ShowDocs[Display Uploaded Files & Preview PDF/Images]
|
|
DetailTabs -->|Activity| ShowActivity[Display Timeline: All Actions & Events]
|
|
|
|
ShowOverview --> QuickActions
|
|
ShowWorkflow --> QuickActions
|
|
ShowDocs --> QuickActions
|
|
ShowActivity --> QuickActions
|
|
|
|
QuickActions[Quick Actions Available] --> ActionChoice{Select Action}
|
|
|
|
ActionChoice -->|Add Work Note| WorkNote[Add Comment/Message, @mention users, Attach files]
|
|
ActionChoice -->|Add Approver| AddApprover[Add New Approver to Hierarchy]
|
|
ActionChoice -->|Add Spectator| AddSpectatorAction[Add New Spectator - View-only]
|
|
ActionChoice -->|Approve| ApproveModal[Approve Request Modal]
|
|
ActionChoice -->|Reject| RejectModal[Reject Request Modal]
|
|
|
|
WorkNote --> LogActivity1[Log to Activity Tab]
|
|
AddApprover --> LogActivity1
|
|
AddSpectatorAction --> LogActivity1
|
|
LogActivity1 --> SendNotif2[Send Notifications]
|
|
SendNotif2 --> ViewReqDetail
|
|
|
|
%% Approval Decision Flow
|
|
ApproveModal --> EnterApproveComment[Enter Comments & Remarks - Mandatory - 500 chars max]
|
|
EnterApproveComment --> ConfirmApprove{Confirm Approval?}
|
|
ConfirmApprove -->|Cancel| ViewReqDetail
|
|
ConfirmApprove -->|Approve| CheckLevel{Is Final Approver?}
|
|
|
|
CheckLevel -->|No| NextLevel[Move to Next Level]
|
|
NextLevel --> LogApproval[Log Approval in Activity]
|
|
LogApproval --> UpdateStatus1[Update Request Status]
|
|
UpdateStatus1 --> ApprovalLevel
|
|
|
|
CheckLevel -->|Yes| FinalApproval[Final Approval Recorded]
|
|
FinalApproval --> ConsultCheck{Need Consultation?}
|
|
ConsultCheck -->|Yes| UseWorkNote[Use Work Note to Consult with Expert]
|
|
UseWorkNote --> FinalApproval
|
|
ConsultCheck -->|No| GenerateConclusion
|
|
|
|
%% Rejection Flow
|
|
RejectModal --> EnterRejectComment[Enter Rejection Remarks - Mandatory - 500 chars max]
|
|
EnterRejectComment --> ConfirmReject{Confirm Rejection?}
|
|
ConfirmReject -->|Cancel| ViewReqDetail
|
|
ConfirmReject -->|Reject| LogRejection[Log Rejection in Activity]
|
|
LogRejection --> NotifyInitiator[Notify Initiator with Rejection Remarks]
|
|
NotifyInitiator --> MarkRejected[Mark Request as Rejected]
|
|
MarkRejected --> CloseRejected[Close Request]
|
|
CloseRejected --> ArchivedReq[Move to Closed Requests]
|
|
|
|
%% TAT Monitoring
|
|
StartTAT --> MonitorTAT[Monitor TAT Progress]
|
|
MonitorTAT --> TATCheck{TAT Status}
|
|
TATCheck -->|Within TAT| GreenStatus[Green Indicator]
|
|
TATCheck -->|80% Used| YellowStatus[Yellow Indicator - Send Reminder]
|
|
TATCheck -->|Breached| RedStatus[Red Indicator - Send Alert]
|
|
|
|
YellowStatus --> ContinueMonitor[Continue Monitoring]
|
|
RedStatus --> ContinueMonitor
|
|
GreenStatus --> ContinueMonitor
|
|
ContinueMonitor --> ApproverAction
|
|
|
|
%% Closure Flow
|
|
GenerateConclusion[AI Generates Conclusion Remark from Work Notes, Comments, Activity Logs]
|
|
GenerateConclusion --> ReturnToInitiator[Return to Initiator]
|
|
ReturnToInitiator --> InitiatorReview[Initiator Reviews AI-Generated Conclusion]
|
|
InitiatorReview --> EditConclusion{Edit Conclusion?}
|
|
|
|
EditConclusion -->|Yes| ModifyConclusion[Edit Conclusion Remark]
|
|
EditConclusion -->|No| ConfirmClosure
|
|
ModifyConclusion --> ConfirmClosure[Confirm & Close Request]
|
|
|
|
ConfirmClosure --> MarkClosed[Mark Request as Closed]
|
|
MarkClosed --> FinalRecord[Conclusion Becomes Permanent Record]
|
|
FinalRecord --> VisibleIn[Visible in: My Requests, Open Requests, Closed Requests]
|
|
VisibleIn --> PostClosure
|
|
|
|
%% Post-Closure Access
|
|
PostClosure[Post-Closure Access] --> AccessibleTo[Accessible to All Participants & Spectators]
|
|
AccessibleTo --> ShareOptions{Sharing Options}
|
|
ShareOptions -->|Add Spectator| ShareInternal[Share Internally via Add Spectator]
|
|
ShareOptions -->|Download| DownloadWorkNotes[Download Work Note Attachments Only]
|
|
|
|
ShareInternal --> AuditTrail[All Actions Viewable for Audit]
|
|
DownloadWorkNotes --> AuditTrail
|
|
|
|
%% Notification System
|
|
SendNotif -.->|In-App Alert| BellIcon[Bell Icon Notification with Count]
|
|
SendNotif2 -.->|In-App Alert| BellIcon
|
|
YellowStatus -.->|Auto Reminder| BellIcon
|
|
RedStatus -.->|Auto Alert| BellIcon
|
|
NotifyInitiator -.->|In-App Alert| BellIcon
|
|
ReturnToInitiator -.->|In-App Alert| BellIcon
|
|
|
|
BellIcon --> NotifDetails[Show Request ID, Message & Timestamp]
|
|
NotifDetails --> ClickToView[Click to View Request]
|
|
ClickToView --> ViewReqDetail
|
|
|
|
AuditTrail --> End([Workflow Complete])
|
|
ArchivedReq --> End
|
|
|
|
style Start fill:#e1f5ff
|
|
style SSO fill:#fff3cd
|
|
style Dashboard fill:#d4edda
|
|
style Step1 fill:#cfe2ff
|
|
style Step2 fill:#cfe2ff
|
|
style Step3 fill:#cfe2ff
|
|
style Step4 fill:#cfe2ff
|
|
style Step5 fill:#cfe2ff
|
|
style Step6 fill:#cfe2ff
|
|
style ApproveModal fill:#d1e7dd
|
|
style RejectModal fill:#f8d7da
|
|
style GenerateConclusion fill:#d1ecf1
|
|
style MarkClosed fill:#d4edda
|
|
style End fill:#e1f5ff
|
|
style GreenStatus fill:#d1e7dd
|
|
style YellowStatus fill:#fff3cd
|
|
style RedStatus fill:#f8d7da
|
|
style BellIcon fill:#ffeaa7
|
|
|