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v1.7
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  1. HCM PRODUCT SUITE
  2. Health Products
  3. Health Payments
  4. Attendance Update and Approval Process

View Attendance:Edit And Approve

PreviousRegister InboxNextBill Generation Process

Last updated 3 months ago

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Clicking on any register ID from the inbox displays detailed information about the attendance register. The screen includes information such as campaign details, attendance officer details, and attendee information. Users can perform two primary actions: Edit and Approve.

Interface Elements

  • Campaign Details: Displays the campaign name, ID, and dates.

  • Attendance Officer Details: Name, ID, and contact information.

  • Attendee Information: Includes register ID, attendee names, and attendance data.

  • Action Buttons:

    • Edit Attendance: Allows editing attendance details.

    • Approve Attendance: Approve the attendance register.

Interface Elements:

Element

Description

Register Details

Displays Attendance ID, Campaign Name, Project Type, Boundary, and other metadata.

Attendee Table

Lists attendee details, including Name, ID, Designation, and Hours Worked.

Action Button

Enables editing or approving attendance (if conditions are met).

Validation Message

Informs users if the campaign is ongoing and actions are disabled.

Validations and Conditions

  1. Campaign Status:

    • If the campaign is ongoing, Edit and Approve buttons are disabled, and only a "Back" button is shown.

    • Administrators can override this behavior through MDMS (configurable settings).

  2. Approved Registers:

    • If the register is already approved, the action buttons are disabled, and a "Back" button is displayed.

  3. Role-Based Permissions:

    • Only authorized supervisors can access Edit/Approve features.

Action Flows

  1. Edit Attendance Flow

a. Step 1: Pop-Up Confirmation

  • Message: "Editing attendance will affect the number of days for attendees. Do you want to proceed?"

  • Buttons:

    • Cancel: Close the pop-up.

    • Proceed: Navigate to the Edit Attendance screen.

b. Step 2: Edit Attendance Screen

Columns
Editable
description

Campaign Worker

NO

Name of attendee

User Name

NO

Username of attendee

Role

NO

Role of attendee

Number of Days

YES

number of days worked by the attendee

  • Validation:

    • Number of days worked must be a positive integer and must not exceed the event duration.

  • Submit Button Behaviour:

    • Initially disabled until changes are made.

    • Upon submission:

      • Displays a success message: "Attendance updated successfully!"

      • Displays an error message if the update fails.

  1. Approve Attendance Flow

    1. Step 1: Add Comment

      • Message: "Please add a comment before approving."

      • Input Field: Allows users to enter comments (mandatory).

      • Buttons:

        • Cancel: Closes the pop-up and returns to the view screen.

        • Submit: Proceeds to the final warning.

  1. Step 2: Confirmation Pop-Up

    • Message: "Do you want to approve this attendance register?"

    • Buttons:

      • Cancel: Closes the pop-up and remains on the view screen.

      • Proceed: Opens a Comment Entry Pop-Up.

  1. Step 4: Success Page

    • Message: "Attendance approved"

    • Action: view another registers or go back to home.

EndPoint
Description

health-attendance/v1/_search

fetch the registers details

health-individual/v1/_search

fetch the attendee and staff details

/health-muster-roll/v1/_update

to update the attendee attendance and approve registers

/health-muster-roll/v1/_estimate

to fetch estimate data of registers

/health-muster-roll/v1/_search

fetch the muster role data for regiter

🎯