Claim rule entry
From the Administration menu, select Workflow and Workflow Authorisation.
Workflow Authorisation – This section is for creating and amending the claim rules.
Workflow Levels – This section is for amending various form types on each approval level, for example in this section you can make it available for claimants, manager or expense team to edit VAT and select which level this VAT is editable at.
The first screen allows specific rules to be searched for using all or part of the the rule description. Use the refresh button to update the list and the clear button to return to the full list. The list can also be limited to enabled or disabled triggers only, using the yes / no drop down.
All rules are then listed in the lower part of the first screen. Each description is a link which can be clicked on to edit that trigger.
Use the Add a new workflow authorisation link from the top of the screen to create a new workflow rule.
All fields in yellow are mandatory and must be completed.
The fields available for the workflow header are:
Description, make this as meaningful as possible because this will be displayed on the main screen.
Authorisation Step This step determines which round of authorisation managers are asked to check claims. For example if step 1 is selected the normal line manager and the 2nd level approval will be notified and asked to check the claim simultaneously. If step 2 is selected the managers will be asked to check the claims one manager at a time.
Buttons available are Save, Disable and Cancel.
Once the rule is created it is already enabled, then use the Save button to save the header details. The Close button will take you out of this screen.
This section specifies the Conditions required for the rule to be activated. When a claimant processes a claim, MyExpenses will check all rules first to see if any conditions are met, if they are the actions will be carried out, otherwise the standard workflow of the manager from the user profile will be selected.
Fields for entry:
Type – All or Any, all means all conditions must be met for the trigger to be activated, any means any 1 of the rules can be met for the trigger to be activated.
Field – This is a list of all fields which can be used to create rules, it contains all of the coding fields, some value fields and usernames. The claim category limit field uses the value on the claim category.
Operator – This is whether the value of the the field should be equal to, greater or less than. The field is a drop down of available options.
Value – This drop down contains all possible entries stored in the system. Use the Search link on the right if there is a large amount of data in the list.
Position – If you have several conditions in the list you can enter a number to place the condition within the list.
Buttons available are Save, Delete, Cancel. Save will store the condition. Delete will remove the condition and Cancel will exit the screen.
The Action is what must happen when the conditions are met.
There are 4 possible actions available from the drop down:
Assign claim to a user – This selects 1 manager to whom the claim should go.
Assign claim to users from a department (1 or 2) – This allows a department code to be specified which is already assigned to user profiles, so any managers with this department code will be listed on the process screen and the claim will need to be authorised by either 1 or more than 1 of them.
Assign claim to users from a group – This allows more than 1 manager to be stored against the action and on processing a claim the claimant will be asked to select at least 1 manager from the list to send the claim to.
For each of the actions the value fields will change to reflect this.
The buttons available are Save (store information entered), delete (remove action), cancel (exit screen).
On completion of the rules the full screen will be displayed. To edit the current rules click on the link descriptions. Or use the Add buttons to enter new or additional rules or actions.