2/ He/she clicks “New application” and selects “Investment Application”. By clicking “Launch application”, he/she then accesses the “Application follow-up form”.
3/ In “My to-do list”, he/she clicks “Complete” and the form corresponding to the selected application is displayed. The employee completes the form and clicks “Send form”.
4/ Now back at the “Application follow-up form”, the project manager can choose to whom the application is to be sent. By clicking “Assign this action to a person”, he/she can select the person from a list and click “Assign”.
5/ At this point an e-mail message is sent to the selected person (the manager) with the subject line reading “One new action has been assigned to you”.
6/ By clicking “View action”, the manager accesses the “Application follow-up form” and goes to “My to-do list”. By clicking the action assigned to him/her (here, a validation), the form opens again. The manager can also fill-in the appropriate areas to approve or refuse the application, before clicking “Send form”.
7/ In turn the manager will assign an action to the next participant by selecting him/her the same way the project manager did. In this example, the finance controller has been notified by e-mail.
8/ The finance controller will launch the action he/she has been assigned and the form (which has been completed and validated by both previous participants) will open. The finance controller can then approve or reject the investment application.
9/ There are now two alternatives:
10/ Let us take the example where the amount requested is greater than $15,000 and the finance controller has given his/her approval. The CEO will then be informed by e-mail and will in turn begin the validation process. Thus, it is the CEO who closes the application (by approving or rejecting it). Whatever the decision, the project manager will be notified by e-mail.