on ‎2016 Aug 31 9:46 AM
Dear All,
I have the followin BPF activiy
1. Owner, Branch_Manager (1rst step)
2. Branch_Manager to Regional_Manager (2nd step)
Once Owner submit the Plan to Branch Manager, after their discussion it is approved by Branch Manager.
then goes to 2nd step to Regional Manager, they discuss and it is rejected and it goes back go Branch Manager
then Branch Manager need to reject and to go to Owner, so, Branch Manager need to ReOPEN from Process Monitor, so it goes back to Owner
Is there any automated way to Reopen automatically without need to trigger the "reopen".
Thanks.
Regards,
Request clarification before answering.
Hi,
then goes to 2nd step to Regional Manager, they discuss and it is rejected and it goes back go Branch Manager
then Branch Manager need to reject and to go to Owner, so, Branch Manager need to ReOPEN from Process Monitor, so it goes back to Owner
Why Reopen??? If the Branch manager rejects the step, then the step should be automatically be opened for the Owner to make changes.......Is your first step given as Review to Branch manger in BPF? Or are they doing it manually?
Regards,
JP
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Once Regional Manager reject the plan, it is going back to branch Manager.
that's correct.
But, branch Manager only have option for SUBMIT (talking about 2nd step) in Activity page
he do not have option for reject unless I re-open the Plan.
Because the status for 1rst step is completed.
I'm using in BPF the option: MATCH (not ALL)
Thanks
Hi,
Lot of factors determine which work around can be used in your case! If the Regional manger is not doing any changes to the data, and only reviewing the data.....then maybe you can ask the brand manager to send the report/input form in offline format using Distribution functionality. Let him review and send back the feedback via email and then Brand manager will approve/reject the first step! Eliminate the second
But I dont think it is a very feasible suggestion. Too many factors involved to decide, and user would feel that BPC is not upto to the point in supporting this...
Regards,
JP.
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