This topic relates to vFire Core 9.2.3, released in September 2015. You may also wish to view other new features, or the release notes in full.

Workflow Security Role Improvements

From 9.2.3 onwards, the Workflow Management Security role provides more granular control over permissions to complete Approval tasks, take over tasks, and the Request Manager's ability to manage and modify tasks within requests in their queue.

The ability to take over tasks no longer automatically grants the ability to complete Approval tasks.

Complete Other's Approvals Checkbox

A Complete Other's Approvals checkbox in the Tasks tab allows Officers to approve or reject Approvals that were not originally assigned to them or their group.

The Complete Other's Approvals checkbox becomes selectable after Approver and Take Over Approvals is selected.

When a user takes action on an Approval the system tracks whether it was assigned to the individual or their group. If the Approval was not assigned to the actioning officer or their group, the Officer can only approve it if Complete Other's Approvals is selected in their security role.

When an officer without the Complete Other's Approval permission takes over another's approval, the top of the Approval Details window will warn "You do not have permission to complete this Approval".

Deferring or canceling out of the task will retain that limitation and the current officer still cannot approve the task. The task should be forwarded to an approver.

These permissions are also required for completing Approvals via incoming email.

If Auto Reply is enabled for Incoming Email and an officer without the Complete Other's Approval permission tries to complete another's approval via incoming email, they will receive a reply email with the subject "Can Not Take Action on Approval No xxxx".

Other Enhancements

Task Take Over and Approval Take Over checkboxes have been removed from the Requests tab, as they already exist in the Tasks tab.

Request Manager permissions revert back to what they were pre-9.1.7 with the exception of being able to complete other's approvals. This means that Request Managers can again modify requests in their queue and tasks within those requests based on the settings in the Requests tab of their Workflow Security Role, without requiring Task Take Over and Approval Take Over permissions.

Upgrading your System

Systems upgrading from v9.x to v9.2.3 will have their existing security role settings converted to the new settings such that users will not see any difference in the functions they can perform.