PAF approval

[fourthletter]

Description

The PAF needs approvals from several user roles before it could be used to write a contract. These user roles include: Finance, and VP OR IT Director. This PAF https://test-apply.hypha.app/apply/projects/81/#activity-feed on the test site received approvals from Finance and staff + approver, but has advance to the next stage for contracting.

This PAF is still in the 'awaiting approval' phase

[frjo]

There are "PAF Reviewers Roles" that you configure here: https://test-apply.hypha.app/admin/settings/application_projects/projectsettings/2/

They are different from "user roles" (applicant, staff, reviewers etc.)

The "Spring" projects is not in contracting from what I can see, it is still in "Waiting for approval".

It will not move forward until all "PAF Reviewers Roles" have approved it, just as we decided it should work.

[frjo]

A separate issue is that it might be cumbersome for staff to track what "PAF Reviewers Roles" has approved and who has not. Now they need to look in the "Activity feed" and figure it out. I imagine they will need to "nag" people from time to time?

[fourthletter]

What roles are included on the platform and workflow?

OTF internal title	User Roles	PAF Reviewer Roles	Invoice
Program Manager	Staff	none	PM
VP Tech	staff + approver	VP Tech	none
IT Director	staff + approver	IT Director	none
Finance Director	finance + approver	Finance Director	Finance?
Accountant	finance	none	Finance
General Counsel	contracting	none	none
Attorney	contracting	none	none
CEO	contracting + approver	CEO	none

What roles or approvals are needed during contracting?

Vendor	Program Manager	General Counsel/Contracting User	VP Tech; IT Director; Finance Director
Upload banking details	Fills in PAF	Reviews PAF	Approves PAF (only need two approvals)

What roles or approvals are needed during invoicing?

Vendor	Program Manager	Finance user
Upload invoice	Approves or rejects invoice	Approves or rejects invoice

Related

#2704 (comment)

[frjo]

@fourthletter Note that the "PAF Reviewer Roles" are set up by each organisation however they want. To have none is perfectly ok.

They are not mapped to user groups in any way. It is up to the users to pick the roles that is right for them when they approve PAFs. The honour system, plus that it is logged in the activity feed.