The leave application process involves a resource seeking leave by submitting a leave application. The resource has to give the dates and the reason for taking the leave. The leave application has to be approved by the manager(s) to whom the resource reports. In the sample application being discussed, this process involves three Resources or Approvers to sanction the leave application. They are the Project Manager, the Team Manager and the Administrator. If the leave request is approved, then tasks like calculating loss of pay, incrementing the leaves taken and reducing the available leaves are performed. If the request is rejected, then the application is removed from the Leave Application table. This topic discusses the flow of actions in the workflow process design.
Note: You need to install the Sample Application in order to use this topic.
To view the actions involved in the Workflow defined for the sample Leave Application
1. Login to the admin section using the following login details:
username: Daniel@skeltademo.com
password: Daniel
2. Go to the Leave Process Designer option in the Main Menu
To access the Leave Application
1. Go to this page: http://localhost/SkeltaSample/Samples.aspx
This opens the Skelta Sample Applications Main Page
2. In this page select the Leave Application option by clicking the corresponding radio button
3. Click the Submit button
In the sample application, the workflow process starts when a 'leave form' is submitted by the user. On submission the Workflow engine is alerted and the process begins.
To see how the Workflow actions take place, follow the steps given below:
1. Leave Application Submission
a. Login as a User with the following login details:
username: Jim@skeltademo.com
password: Jim
User details can be viewed in the admin login or from the Users table
b. Go to Leave Application in the Main Menu.
c. Enter the Leave Details and submit.
After the Submission button is clicked, the Engine is alerted about the Leave Application Submission, and the Leave Application is sent to the Project Manager of the project in which the Applicant works.
2. Project Manager (PM) Approval
a. Login as the Project Manager with the following login details:
username: Kevin@skeltademo.com
password: Kevin
Designation details can be viewed in the admin login or the Designations table
b. Go to the Application for Approval option in the Main Menu
The Activity List Control included in this page will show a Listing view of the Leave Applications submitted to the resource currently logged in for approval, while the Activity UI Control that is also included will show the Detailed view of a selected activity.
c. Clicking on the Ref Id or Workflow will display the Detailed view of the Leave Application.
d. Approve and Reject buttons have been provided for action to be taken by the Project Manager.
If approved,
i. Then the Leave Application is sent to the Team Manager for Approval.
If rejected,
i. Information is sent to the Applicant.
ii. Leave details are removed from LeaveApplication database.
iii. The leaves requested for, which were added to the UserLeavediary database when the Leave application was submitted, are reduced from the total leaves availed by the user in the database.
3. Team Manager (TM) Approval
a. Login as the Team Manager with the following login details:
username: Philip@skeltademo.com
password: Philip
b. Go to Application for Approval in the Main Menu.
c. Clicking on the Ref Id or Workflow will give a Detailed view of the Leave Application.
d. Approve and Reject buttons have been provided for action to be taken by the Team Manager.
If approved,
i. Then the Leave Application is sent to the HR Manager for Approval.
If rejected,
i. Information is sent to the Applicant.
ii. Leave details are removed from the LeaveApplications database.
iii. The leaves requested for, which were added to the UserLeavediary database when the Leave application was submitted, are reduced from the total leaves availed by the user in the database.
Note If there is more than one person responsible for the Approval Action, then the Approval decision is taken after all of them act on the Approval (which is based on whether the status of the property "Wait for all participants to act" is ‘Yes’ or ‘No’). If timeout property is set then the decision is taken once the timeout is reached.
4. Administrator Approval
a. Login as Administrator with the following login details:
i. login: Daniel@skeltademo.com
ii. password: Daniel
b. Go to Application for Approval in the Main Menu
c. Clicking on the Ref Id or Workflow will give a Detailed view of the Leave Application
d. Approve and Reject Buttons have been provided for action to be taken by the Administrator
If Approved,
i. Status field in LeaveApplications table is updated to “approved”
ii. Go to View My Leave Details option to see these changes/updates
If rejected,
i. Information is sent to the Applicant
ii. Leave details are removed from the LeaveApplications database
iii. The leaves requested for, which were added to the UserLeavediary database when the Leave application was submitted, are reduced from the total leaves availed by the user in the database.