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Atoti Sign-Off overview

Atoti Sign-Off is an approvals workflow framework that provides and supports the following features:

  • Sign-off process and workflow including a configurable level of approval or sign-off (e.g. portfolio, book, etc)

  • Range of adjustments at datastore-level and cube-level

  • Extraction and reload of approved data to and from a persistence layer

  • Screens and dashboards to oversee the flows and the process

  • Audit trail in which all workflow interactions (adjustments, etc.) are persisted

note

The default implementation provided in Atoti Sign-Off comes with a defined workflow for the task definition creation, three defined workflows for the tasks and user roles (manager, user). This documentation explains the default implementation, but the workflows and the user roles can be customized for specific business needs - see Customizing sign-off workflow in the Atoti Sign-Off Developer Guide.

Module architecture

Behind the scenes, the solution is packaged as a starter project built around components for Sign-Off that offer a generalized approvals use case with:

  • A default data model:

    Each cube is provided with an initial set of dimensions, hierarchies and levels suitable for an approvals project

    See Data model

  • A framework of best practices for you to use as-is or customize to your requirements

View the overall architecture

Component Description
Application The Application database comprises the sign-off process definition and instance objects.
This database may be shared with the application.
Audit Log The Audit-Log contains a record of all user actions within the Activiti workflows.
The Audit-Log database comprises two tables
* USERRECORD
* PROCESSRECORD
Activiti The Activiti workflow state is maintained in the Activiti database. This includes copies of objects that are waiting for approval before being saved to the Application database. This database is managed by the Activiti process engine.
See the Activiti documentation for more information about this database schema.
https://www.activiti.org/documentation

For details, see the Atoti Sign-Off Developer Guide.

How do I get started as a user?

To learn how to set up sign-off tasks and process ones assigned to you, see Getting started with Atoti Sign-Off.

Features at a glance

For details of the latest updates incorporated into this version of Atoti Sign-Off, see What’s New

Sign-off approval workflow

For more information, see Start tasks, request approval, approve tasks

UI for workflow interactions

The default implementation of Atoti Sign-Off comprises two separate screens: Sign-Off Task Configuration and Sign-Off Tasks.

For more information on:

Customizing Atoti Sign-Off

The module is designed to be open and extendable. It is delivered as source code with documentation.

Clients may choose to use Atoti Sign-Off “as is” by conforming to the default setup and workflow and data stores. Alternatively, clients may use the Module purely as a starting point for building a suitable system with additional functionality.

For details, see the Atoti Sign-Off Developer Guide.