14.1.3.4 Retail & Business Workflow Management - Edit

This topic describes the systematic instruction to Retail & Business Workflow Management - Edit option.

This function enables the Bank Administrator to update the description of the workflow and also to remove existing and add the new approval levels. Edited workflows are applicable for new transactions initiated post workflow update, whereas the previously initiated and transactions pending approval follows the old workflow.

To edit an approval workflow:

  1. Navigate to one of the above paths.
  2. Perform anyone of the following actions:
    • The Workflow Management screen appears.Enter the party id in the Party Id field.
    • In the Party Name field, enter the party name.
  3. Perform anyone of the following actions:
    • Click Search.

      The Workflow Management screen with both Party ID and Party Name appears.

    • Click Clear to clear the search parameters.
    • Click Cancel to cancel the transaction.
  4. In the Workflow Management screen, enter the search parameters and click Search.
    The Workflow Management screen with search results appears based on the searched criteria.
  5. Click the Workflow Code link to view details of the selected Approval Workflow.
    The Workflow Management - View screen appears.
  6. Click the Workflow Code link to view details of the selected Approval Workflow.
    The Workflow Management - View screen appears.
  7. Perform anyone of the following actions:
    • Click Edit to edit the workflow.

      The Workflow Management - Edit screen with values in editable form appears.

    • Click Cancel to cancel the transaction.
    • Click Back to go back to the previous screen.

    Figure 14-15 Workflow Management - Edit


    Description of Figure 14-15 follows
    Description of "Figure 14-15 Workflow Management - Edit"

    Table 14-11 Field Description

    Field Name Description
    Edit Information specified in below fields are related to Edit.
    Party ID Party ID of which workflows to be viewed/ edited.
    Party Name Party name of Party ID of which workflows to be viewed/ edited.
    Workflow Code Workflow code is displayed.
    Workflow Description Workflow description is displayed in editable form.
    Approval Details Information specified in below fields are related to Approval Details.
    Approval Level Approval levels for a user / user group.

    Administrator can remove or add approval levels in a workflow.
    User Name / User Groups User or a user group maintained at each level of approval.

    Administrator can edit an existing user/user group maintained at each level and can also specify user/user group for additional approval level.
  8. Edit the required details.
  9. Perform anyone of the following actions:
    • Click Add to add the selected user/ user group at specific level of approval.
    • Click delete icon to remove specific approval level.
  10. Perform anyone of the following actions:
    • Click Save .
    • Click Cancel to cancel the transaction.
    • Click Back to navigate to the previous screen.
  11. Perform anyone of the following actions:
    • The Workflow Management - Edit- Review screen appears post necessary validations.

      Verify the details, and click Confirm.

    • Click Cancel to cancel the transaction.
    • Click Back to navigate to the previous screen.
  12. The success message of saving the approval workflow modification appears along with the transaction reference number and status.
    Click OK to complete the transaction and navigate back to Dashboard.

Parent topic: Approval Workflow - Retail & Business User - Workflow Management