Business Process Scenario
Travel Requests and Approval
In this scenario, employees use a portal to interact with a business process that handles travel requests and approvals for employees.
Three different end users are presented:
- Engineer
- Manager
- Assistant
Basic workflow is...
- Engineer requests a flight reservation.
- Manager approves the request.
- Assistant...
- Reviews schedules
- Books flight
- Sends flight information to engineer
Step 1 - Engineer enters a travel request
Engineer opens the employee portal and navigates to the Travel Request form, which prompts him for...
- Name
- Destination
- Departure date
- Reason for trip
- Submit button
After request submission...
- A Travel Request Status portlet opens, listing...
- Information that was entered by the Engineer
- Current status of the request
- Button for terminating the request
- The portal notifies the Manager that a task has been assigned, in this case, to approve or not approve the travel request.
Step 2 - Manager approves the travel request
- The Manager clicks the task notification link, which opens the My Tasks portlet.
My Tasks displays the tasks that have been assigned to the Manager, including the Approve Requestk tas.
- The Manager selects the Approve Requestk tasand then clicks the Claim button.
- The Manager clicks the Approve Request hyperlink and a task page is launched that provides the required information and options for approving or not approving the request.
- After the Manager approves the request...
- The Manager is returned to My Tasks
- The Travel Request Status portlet updates to show that the request has been approved.
- The portal for the Assistant displays a notification indicating that a task is pending. In this case, the Assistant must act on the travel request approval by scheduling a flight for the Engineer.
Step 3 - Assistant secures the flight reservation
Upon receiving the notification that a task is pending...
- The Assistant opens My Tasks, which provides a task list that includes the Schedule Flight task.
- The Assistant selects the Schedule Flight task and then clicks the Claim button to claim it.
- The Assistant clicks the Schedule Flight hyperlink and a task page is launched with the following portlets required for reserving the flight.
- Book Flight portlet
Information about the travel request and a form for entering flight information...
- Airport for departure
- Airport for arrival
- Date and time
- Price of the ticket
A Book button is available for booking the flight.
- Select Flight portlet
Information about the different flights that are available.
- After the Assistant clicks the Book button, the Book Flight portlet completes the task and navigates the user back to My Tasks.
- The Travel Request Status portlet updates to show that the request has been approved and completed.
- The Engineer tracks the status of the travel request by viewing the listing in Travel Request Status.
Recap
Review Business process concepts to determine how these pages and portlets are used in the travel scenario.
- Travel Request
- A static, form-based portlet that enables the Engineer to begin the process.
- Travel Request Status
- A static portlet that the employees use to track the progress of the travel request. All employees in the scenario have access to read this portlet.
- My Tasks
- A static portlet that provides a list of tasks that have been assigned to a specific employee. In the scenario, the Manager and the Administrative Assistant use My Tasks to complete tasks specific to their job requirements.
- Approve
- Portlet used to approve a travel request.
- Book flight
- Portlet used to book the flight for a travel request.
- Flight Select
- Portlet used to select a flight and transmit the appropriate data to the Book Flight portlet using the APIs of the property broker.
- Approve Request
- A dynamically-created page containing the portlets used by the Manager to approve a travel request.
- Schedule Flight
- A dynamically-created page containing the portlets used by the Administrative Assistant to schedule the flight.
Parent topic:
Integrate business processes
Related concepts
Business process concepts
Related tasks
Configure the business process container for the portal
Related information
Post-installation steps for business processes
Develop business process applications
Configure the portal for business processes
Deploy the business process application