Tiered Form Sign Offs

Tiered sign-offs would allow users to map and carry out process flows through the forms module.

• Within the “Sign-Off Options” section located under the applicable Form Tab, an option to select multiple users or access templates within the existing Sign-Off section to extend the current sign-off functionality to a tiered structure is required to be implemented as follows:

  • Integrate Tiered Sign-Off Groups within the existing Sign-Off section allowing for the following options:

    • Tier One: user/user’s group dropdown box containing list of user names, or access templates, multiple of which can be selected:

      • Tier One user/s "Approve" form

      • Tier One users confirm and progress request to Tier Two user/s.

      • Declining the form will require a single Tier One user to decline the request.

        • Both the submitting user and remaining Tier One user/s will be notified of a declined form.

    • Tier Two: user/user’s group dropdown box containing list of user names, or access templates, multiple of which can be selected:

      • Tier Two user/s review and confirm approval.

      • Tier Two user/s finalise and close form

      • Should Tier Two decline, the submitting user is notified along with the rest of Tier One and Two.

        • The report is then returned to the submitting user to resubmit if they choose.