Hi All,
I am working on a fairly complex business process which involves various levels of review. To hopefully make the question a little less confusing, I will focus on a single branch.
The Risk Manager will receive an email notification of a new contract pending their review. They will review the submission in Laserfiche Forms. Once reviewed, the appropriate decision will be made by selecting it on the Form (radio buttons), making note of any additional remarks and submitting. Submitting will save their response and continue along the Business Process flow.
There will also be a button which will partially approve but send the Form back to the initial submitter for additional information. Once the initial submitter provides all requested changes/information, it will route back for review.
*The reviewer's user task will also have an intermediate timer event which will resend an email to notify the user of the contract pending their review after 2 days of inactivity. After that, if another 2 days lapses, a separate outflow path will be taken to reassign the task to the back-up reviewer, the Finance Director.
The initial user task will be assigned to both the Risk Manager as well as the admin. If the Risk Manager’s absence is expected, the admin can go in and click the reassign button to force the alternate outflow path where they can then reassign the task to the back-up reviewer, which will be the Finance Director. Having a separate email task was necessary due to the fact that we did not want to send the admin assigned to the user task to repeatedly get notifications of a pending review as well.
I wanted to see if the way I have designed it is done efficiently. My other question was regarding the separate Laserfiche "Forms". As each user task is assigned, it asks which "form" it will be using. This BP will be triggered upon submission of the initial form, let's call this Form A (obviously, fully editable). When it gets to the Risk Manager, they will see the exact form but each field will be read only (Form B). In addition, Form B will have a few extra fields at the end of the form which the reviewer will complete as well as leave comments, etc. If the reviewer wants to partially approve at this point as stated in the description, we want the initial submitter to be able to edit their form, upload documents, etc. The question here is, would assigning the "back to submitter for add'l info" user task at this point with the (fully editable) Form A allow them to see the reviewer's comments?