Changeset - 322ad21f8b02
[Not reviewed]
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Brett Smith (brett) - 5 years ago 2016-09-02 15:32:28
brett@sfconservancy.org
Change "In Progress" state to "Draft".

Payment requests are basically always "in progress" until they're
rejected or the requestor receives payment. Use a name that better
reflects what's going on.
1 file changed with 7 insertions and 7 deletions:
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Reimbursements/Requirements.mdwn
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@@ -28,7 +28,7 @@ doable by a bookkeeper with appropriate privileges.
 

	
 
### Defining the request form
 

	
 
Requests for payment have four states: In Progress, Submitted,
 
Requests for payment have four states: Draft, Submitted,
 
Accepted, and Rejected.
 

	
 
Administrators can define questions to ask the requestor about the entire
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@@ -60,19 +60,19 @@ expenses.
 
### Requestor workflow
 

	
 
Requestors can log in and see the status of all their requests.  They can also
 
create a new request, which starts in the In Progress
 
create a new request, which starts in the Draft
 
state.
 

	
 
When they view a report, it shows the questions and answers about the entire
 
report, and a list of associated expenses.  Viewing a specific expense
 
similarly shows all the questions and answers about it.
 

	
 
When a report is In Progress state, the requestor can edit any answer in the
 
When a report is Draft state, the requestor can edit any answer in the
 
report or an associated expense.  They can also add an expense, which begins
 
by asking them questions common to all expenses, and then
 
follow-up questions as necessary based on those answers.
 

	
 
When an In Progress report has at least one expense associated with it, and
 
When an Draft report has at least one expense associated with it, and
 
all questions have been answered, the requestor may submit the request for
 
approval, along with optional notes about the request.
 
Once the request is submitted, it moves to the Submitted state.
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@@ -85,7 +85,7 @@ Bookkeepers can log into the system and see all requests.
 

	
 
When bookkeepers review a Submitted report, they can change the report's
 
state, and include a note explaining why the report was moved to that state
 
(for example, the bookkeeper moved the request back to In Progress because a
 
(for example, the bookkeeper moved the request back to Draft because a
 
specific receipt was insufficient documentation).  When they do this, the
 
system sends email to the requestor letting them know about the change,
 
including the rationale provided by the bookkeeper.
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@@ -185,13 +185,13 @@ effort for the first release.
 
* Richer lifecycle management
 

	
 
  * Support requests for pre-approval, probably with two states
 
    "Pre-Approval In Progress" and "Pre-Approval Submitted."  In the
 
    "Pre-Approval Draft" and "Pre-Approval Submitted."  In the
 
    Pre-Approval state, the requestor is submitting not receipts or
 
    invoices, but documents regarding potential expenses that have not yet
 
    been incurred, but for which organization policies require preapproval
 
    by organizational management ahead of time.  The appropriate management
 
    representatives are duly notified by the system of pending Pre-Approval
 
    requests, and their approval moves the request into the In Progress
 
    requests, and their approval moves the request into the Draft
 
    state.  Their rejection moves the request to the Rejected sate.
 

	
 
  * Support more review: a leader (such as a manager or program
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