Approval Mode

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Approval Mode

The workflow engine supports routing a record temporarily created by a Data Entry Form for approval.  This approval is used to establish the record as permanent on the MIE.

When the temporary record is routed for approval, it is generally routed via email with a link the Data Entry Form handler (dataentry.asp).  When the user clicks on the link, the form is displayed with the data and available for embellishment.  If the workflow process point definition does not have auto-authenticate checked, then the user will first be prompted to login.  Upon successful login (using the MIE account credentials), the form will be displayed, populated with data from the temporary record, for edit.

When routed for approval, the data on the Data Entry Form will be set to read-only and two buttons will be added to the bottom of the form.  The approver simply clicks one of the two buttons (approve or deny).  When the approver clicks one of the available buttons, the History log is updated in the workflow thread, as is the worklog.  The MIE will stay at the process point that routed the form for comment until sufficient approvals are received through successful edit and save events.  If the form was routed to an individual, then the MIE will wait until one approval is received.  If the form is routed to a group, then the MIE will wait until the minimum number of approvals are received, as defined by the Minimum % of approvals required to approve setting in the associated process point.  If the form is routed to the voting members of a CAB, then the MIE will wait until the minimum number of approvals are received, as defined by the Percentage of voting participants for quorum setting for the associated CAB.

Once sufficient approvals are received, the MIE will decide if the contents of the form was approved, or not, by using the approval settings as described above.  If approved, the record will be changed from temporary to permanent.  When this change occurs, it will no longer be visible via the Data Entry Form.  It will now be visible via the standard MIE screens.

If the denied, the record will be permanently deleted from the MIE.

Once approval/denial is complete, the workflow engine will move to the next process point as defined in the workflow.