User story for authoring review templates using the solution template
Narrative
The provided GlobalCorp solution template is a web application
that allows you to author a review template immediately.
Estimated time to implement
To implement this story, expect to spend one hour to author
and test the review template. The solution template provides a mechanism
for you to quickly create review templates without technical staff
involvement.
Note:
The time to implement the story depends on the skill sets
of your staff and how well you know your requirements. The estimates
are broad guidelines and differ for each organization.
Implementation overview
Using a web browser, log in to the GlobalCorp solution
template using a user profile that has the RCA Template Author role.
In the Template tab, complete the following tasks.
-
Define the name and description of the review template.
Also specify whether the review template is active. An active review
template is available for use by review initiators.
-
Configure how a stage completes and progresses. Options are
available to configure whether a stage starts immediately after
another stage ends. Alternatively, you can specify that the review
initiator manually starts each stage.
-
Specify whether users see the comments of other participants
from other stages or only the stage in which they participate.
-
Define the number of stages in the managed review and approval
workflow. You set the following parameters for each stage in an
iterative manner:
-
Define the name of the stage, whether
it is a review or approval stage, and whether users participate
in parallel or in sequence.
-
Define the number of days, hours, or minutes the stage runs.
The minimum timeframe for a stage is 10 minutes.
-
Configure whether users complete their task using Workspace
or email.
-
(Optional) Configure the stage to run for the full duration
period, regardless of whether all required participants complete
the review or approval.
-
(Optional) Set the stage as a non-expiring stage.
-
(Optional) Send reminders 1 or more days before a stage expires.
-
(Optional) Add default reviewers, approvers, and moderators
to your review. Each user can be set as optional or mandatory for
the review.
-
(Optional) For approval stages, specify whether digital signatures
are required.
-
(Optional) Add supporting documents.
-
(Optional) Configure auditing for a review using the provided
audit levels.
-
Save the review template.
The following illustration shows the Template tab in the solution
template, which is a Flex application. Use the functionality in
the Template tab to create and edit review templates.
Team members and skill sets
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