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Auto‑Approved DoR with Manager FYI and Edit Capability

edited 6:33AM in Performance Management

Summary:

Requirement:
For example, when an employee raises a request for a change in working hours, which is configured as a Document of Record (DoR):

  • Once the employee submits the DoR, it should be auto‑approved.
  • The manager should receive an FYI notification.
  • The manager should also be able to edit the same DoR directly, without having to navigate and initiate the process from the beginning.

Challenges Identified:

  • Although FYI notifications have been configured, there is no direct navigation link for the manager to access and edit the specific DoR.
  • A Journey trigger was explored; however, the Document Type cannot be hardcoded
Tagged:

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