Managing Trial Balance Data Ownership and Approval Workflow
Summary:
User A uploads their Trial Balance (TB) data into the system. Subsequently, User A promotes ownership to User B. Later, User B further promotes ownership to User C. However, User A revises the TB data and reclaims ownership, uploading the revised TB.
Concern:
The current system's behavior regarding ownership transfer and task permissions raises concerns. Specifically, it's unclear whether users have the capability to reclaim ownership once ownership has been promoted, and if there are restrictions in place to prevent users from reclaiming ownership until the approval unit is rejected by the reviewer.
Objective:
Ensure a structured workflow where the entity owner cannot reclaim ownership or perform tasks until the reviewer rejects the approval unit.