APPROVAL WORKFLOW
- Check whether the workflow is released in the account which needs to be verified.
- Check whether the submit for approval button is displayed in the save of the record
- Check whether the approval status is pending approval.
- Check whether the approval status field is disabled
- Check whether the submit for approval button is only showing for the created user
- Check whether the submit for approval button is showing for a specific role /specific employee according to the requirement.
- Check whether the email is sent to the approver/approver 1 while clicking the submit for approval button by the created user.
- Check whether the email is showing under the communication tab of the sender and receiver.
Approval process
- Check whether the approval button and Reject Button are showing for the corresponding approver.
- Check whether the approval button is only showing for the corresponding approver
- Check whether the approval status of the corresponding record is pending approval.
- Check whether the email is being sent to the next approver upon approval by the first approver.
- Check whether the approval status remains pending approval after the approval of the first approver.
Reject Process
- Check whether the reject action can be done only after entering the reject reason (the reason field can be a window to enter the reject reason).
- Check whether the email is sent with the reject reason to the created user after the reject action.
- Check whether the email content has the link to the record rejected
- Check whether the link in the email body is working
- Check whether the emails are showing under the communication tab of the corresponding employee record
- Check whether the approval status is changed to rejected in the corresponding record
- Check whether the record can be edited to created user.
Resubmit
- The resubmit button will be available in the record for the created user.
- Verify the email sent to the 1st approver again for approval while clicking the resubmit for approval button.
- Check whether the reject reason is clearing from the field upon the resubmit action.
- Check whether the approval status is changed to pending approval upon the resubmit action.
- Check whether the approve and Reject button is showing for the approver.
- Repeat the process mentioned in Approve and Reject process.
Second Level Approval
The second level of approval will be the same as the first level of approval.
If the record is rejected by a second approver email will be sent to the created user and the process must start from the beginning.
Best Practices
- Lock the record for all users including the created user after the submission for approval.
- Approval and reject emails for created users and next approvers
- Proper email templates for approval and rejection. Link for the record which needs to approve can be added along with the email.
- Roles can be defined based on the business process
- Reject reasons should be added and stored in one field or record and it should be cleared and updated after every rejection of the record.