WF TEST-WF-001 UC: UC-20.1

Proposal Approval Workflow

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Prerequisites

Role: Sales Rep

Email: s.wallace.test@circlemsp.com

Password: MyPassw0rd123!

# Action Expected Result Screenshot Result

Dashboard loads with Sales Rep scope

Navigate to a draft proposal and click Submit for Approval

Proposal submission dialog or confirmation appears

Confirm the submission

Proposal status changes to ‘Pending Approval’

Verify the proposal detail shows status as Pending Approval

Status field displays ‘Pending Approval’ and the submit button is no longer available

Verify approvers receive notifications about the pending proposal

Notification is sent to the designated approver(s)

Log out and log in as Sales Manager (t.gentry.test@circlemsp.com / MyPassw0rd123!)

Dashboard loads with Sales Manager scope

Open the Approvals panel or navigate to the pending proposal

Pending proposal is visible with Approve and Reject controls

Review the proposal details and click Approve

Proposal status changes to ‘Approved’ and a confirmation is displayed

Verify proposal status is now Approved

Status field displays ‘Approved’

Create another proposal (or use an existing draft), submit it for approval, and log in as the approver

A second proposal is in Pending Approval status

Click Reject on the second proposal and enter a rejection reason

Proposal status changes to ‘Rejected’ with the reason recorded

Log back in as the creator and verify: (a) notification of rejection with reason is received, (b) proposal can be revised and resubmitted

Creator sees the rejection reason and can edit and resubmit the proposal

Proposal status transitions correctly: Draft -> Pending Approval -> Approved or Rejected
Approvers receive notifications when proposals are submitted
Creators receive notifications with rejection reasons
Rejected proposals can be revised and resubmitted
Status transitions are recorded in the audit trail