File diff 910ff17cc43c → c5ee30677a5d
Reimbursements/Requirements.mdwn
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@@ -53,22 +53,22 @@ following conditions:
 
* Boolean: is yes, or is no
 
* Selection: the selected value is in a specific subset of values
 
* Date: the value is N days before and/or after today or a date in another answer
 

	
 
Using these same conditions, the administrator can define questions that are
 
conditional on other questions' answers.  These questions are only presented
 
to the requestor when they submit an answer that meets the specified conditions.
 
to the requestors when they submit an answer that meets the specified conditions.
 
For illustration purposes, the common deployment is expected to have
 
relatively few unconditional questions about each expense (type of expense,
 
receipt, amount), and then a series of conditional questions based on those
 
answers (e.g., follow-up questions specific to airfare expenses,
 
accommodations expenses, etc.).
 

	
 
### Requestor workflow
 

	
 
Requestor can log in and see the status of all their requests.  They can also
 
Requestors can log in and see the status of all their requests.  They can also
 
create a new request, which starts either the Pre-Approval or the In Progress
 
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.
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@@ -95,13 +95,13 @@ approved in advance).  Once the request is submitted, it moves to the
 
Submitted state.
 

	
 
### Bookkeeper workflow
 

	
 
Bookkeepers can log into the system and see all requests.
 

	
 
When a bookkeeper reviews a Submitted report, they can change the report's
 
When bookkeepers reviews a Submitted report, they can change the report's
 
state, and include a note explaining why the report was moved to that state
 
(e.g., moved back to In Progress because a specific receipt was insufficient
 
documentation).  When they do this, the system sends e-mail to the requestor
 
letting them know about the change, including the rationale provided by the
 
bookkeeper.