Regions approvals ui designs happy path

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August 2016
Regions Approvals UI
Design

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iPower Views

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Tab & Selected Items Styles - Desktop & Mobile

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Tab & Selected Items Styles - Desktop & Mobile

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Regions Approvals UI - Process
Go to the Approval Module.
Find a list of transactions that require my approval.
Select transaction.
Approve transactions.
Reject transactions.
Enter reject reason.

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1). Go to the Approval Module.

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1). Go to the Approval Module.

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1). Go to the Approval Module.
(1) (2) (3) (4)

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2). Find a list of transactions that require my approval.
Find a list of Financial Journal transactions that
require my approval.

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3). Select transaction.
(1) (2)

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4). Approve transactions.
Select - drop down menu

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4). Approve transactions.
Action - drop down menu

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4). Approve transactions.
Would you like to Approve?

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4). Approved transactions - Results.
Approved transactions - Results.

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5). Reject transactions.

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6). Enter Reject reason.

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6). Enter Reject reason.
Reject Reason

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Main Screen - White tile view
12 Labels & Inputs. Please note - the height of the tiles will
increase based on information type. Based on real Bill data

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Main Screen - White tile view
12 Labels & Inputs. Please note - the height of the tiles will
increase based on information type. Based on real Bill data

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Main Screen - Engagements tile view
System Search: User can access ‘My Approvals
and ‘My Engagement’.

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Main Screen - Engagements tile view
Saved Search: User can access their top 10
saved searches.

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Main Screen - Engagements tile view
Delegated Search: User can access and share
Searches with colleagues.

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Main Screen - Engagements tile view
Saved Search: User can access their top 10
saved searches.

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Main Screen - Engagements tile view
Saved Search: share previous Searches with our
colleagues.

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Main Screen - Saved Searches tile view
Saved Search
- Results

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Main Screen - Engagements tile view
By clicking Tile View icon
- User to able to view data
as tiles.

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Main Screen - Engagements view
When Matt logs in - he sees his
Approvals & sees Approvals
associated with Marcus’s
Engagements, because Matt is part of
the Engagement Leadership Team.
Roles Matt, sign out
Marcus’s Engagements

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Main Screen - Engagements view
When Marcus logs in - he
sees his Approvals & sees
Matt’s Engagements
Van Vugt Marcus, sign out
Matt’s Engagements

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Main Screen - Search Options
Click magnifying icon.
The search page is open.
Select Document type.
Search for approver’s name.
Click Search.
Search results.

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4). Search for approver’s name.
Search for approver’s name.
Search word tips.

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5). Click Search.
Click Search.

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6). Search results.
Financial Journals items are seen.
Van Vugt Marcus, sign out

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Main Screen - Available features
Collapsed options.
Numbering document types.
Gear options.
Saved search options.
Tile options.
Maximised window options.

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Main Screen - collapsed options
Collapsible Module Navigation

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Main Screen - collapsed view
Collapsible Module Navigation

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Main Screen - numbering document types
Numbering - Document Types
awaiting your approvals.

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Main Screen - Gear options
By clicking on Gear icon -
user can sort Data into
Groups or into Columns.

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Main Screen - Gear options
Select your Columns

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Main Screen - Gear options
View your Selected Columns. More
space to view your columns.

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Main Screen - Gear options
Select your Groups

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Main Screen - Gear options
Search for Groups and Columns - we place
button options in a structured Modal window.

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Main Screen - Gear options
View your Selected your Groups. User is
able to sort data into groups of items.

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Main Screen - Tile options
View your results as Tile view.

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Main Screen - Tile & List options
View your results as Tile view. View your results as List view.

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iPad View

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Mobile View

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Mobile View

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Mobile View

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Mobile View

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Mobile View

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Mobile View

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Desktop & iPad / Tablet- TABs style

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Expense Bill Financial Journal
18 Document Types - in tile view
WIP Provision Debtor Provision Target Billable

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18 Document Types - in tile view
Non WIP Billing Debtor Non WIP Bill Adjustment Notes
Engagement Engagement Budget Rate Expense Transfer

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18 Document Types - in tile view
Job Budget Rate Job Client
Debtor Overtime Casual Hours

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18 Document Types - in tile view
An example of the context menu on the Tile

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Document Types - in row/grid - Style

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18 Document Types - in row/grid view
Expense:
Bill:
Financial Journal:

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18 Document Types - in row/grid view
Expense Transfer:
Job Budget Rate:

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18 Document Types - in row/grid view
Job:
Client:
Debtor:

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18 Document Types - in row/grid view
Overtime:
Casual Hours:

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18 Document Types - in row/grid view
WIP Provision:
Debtor Provision:
Target Billable:

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18 Document Types - in row/grid view
Non WIP Billing Debtor:
Non WIP Bill:
Adjustment Notes:

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18 Document Types - in row/grid view
Engagement:
Engagement Budget Rate:

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18 Document Types - in mobile list view
Expense:
Bill:
WIP Provision:

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18 Document Types - in mobile list view
Debtor Provision:
Expense Transfer:
Financial Journal:

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18 Document Types - in mobile list view
Job Budget Rate:
Target Billable:
Adjustment Note:

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18 Document Types - in mobile list view
Client:
Job:
Debtor:

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18 Document Types - in mobile list view
Overtime:
Non WIP Billing Debtor:
Non WIP Bill:

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18 Document Types - in mobile list view
Casual Hours:
Engagement:
Engagement Budget Rate:

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Document Types - in advance search - Style
Document
Type

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18 Document Types - in advance search view
Expense
Document
Type

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18 Document Types - in advance search view
Bill
Document
Type

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18 Document Types - in advance search view
WIP
Provision
Document
Type

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18 Document Types - in advance search view
Debtor
Provision
Document
Type

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18 Document Types - in advance search view
Expense
Transfer
Document
Type

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18 Document Types - in advance search view
Financial
Journal
Document
Type

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18 Document Types - in advance search view
Budget
Rate
Document
Type

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18 Document Types - in advance search view
Target
Billable
Document
Type

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18 Document Types - in advance search view
Client
Document
Type

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18 Document Types - in advance search view
Job
Document
Type

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18 Document Types - in advance search view
Debtor
Document
Type

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18 Document Types - in advance search view
Overtime
Document
Type

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18 Document Types - in advance search view
Non WIP
Billing
Debtor
Document
Type

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18 Document Types - in advance search view
Non WIP
Bill
Document
Type

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18 Document Types - in advance search view
Casual
Hours
Document
Type

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18 Document Types - in advance search view
Engagement
Document
Type

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18 Document Types - in advance search view
Engagement
Budget
Rate
Document
Type

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18 Document Types - in advance search view
Adjustment
Notes
Document
Type

90. Add closing statement here...
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