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SisConfigurationLeave Workflow

Leave Workflow Configuration

Configure the approval workflow for student leave requests. Define the chain of approvers and the order in which leave requests are processed.

Prerequisites

Important: You must create a SIS configuration from the General tab first. If no configuration exists, you’ll see a message prompting you to set it up.

Understanding Leave Approval Workflow

The leave approval workflow defines a sequence of approvers who must review and approve student leave requests:

  • Sequential Processing: Each step must approve before moving to the next
  • Step-by-step: Requests move through the workflow in order
  • Flexible: Add, remove, or reorder steps as needed

Available Approval Steps

1. Class Teacher

  • The teacher assigned to the student’s class
  • First-line review of leave requests
  • Knows students personally, can verify reasons

2. Principal

  • Final approval authority
  • Reviews important or lengthy leave requests
  • Ensures policy compliance

Configuring the Workflow

Viewing Current Workflow

The current approval steps are displayed with:

  • Step number: Position in the workflow (1, 2, 3…)
  • Step name: Role of the approver
  • Step description: Whether it’s first, middle, or final approval

Adding Approval Steps

  1. Locate the Add Approval Step section
  2. Click the button for the role you want to add:
    • Class Teacher
    • Principal
  3. The step appears at the end of the workflow

Note: Each role can only appear once in the workflow. Attempting to add a duplicate will show an error.

Reordering Steps

To change the order of approval:

  1. Click the Up arrow (⬆️) to move a step earlier in the workflow
  2. Click the Down arrow (⬇️) to move a step later in the workflow
  3. The first step cannot move up
  4. The last step cannot move down

Example Reordering:

  • Original: Class Teacher → Principal
  • After moving Principal up: Principal → Class Teacher

Removing Steps

  1. Click the trash icon (🗑️) next to the step
  2. The step is immediately removed from the workflow
  3. Cannot remove if it’s the only step

Saving the Workflow

  1. Make your desired changes (add, remove, reorder)
  2. Review the workflow sequence
  3. Click Save Workflow at the bottom
  4. Success notification confirms the update

Warning: You must have at least one approval step. Attempting to save an empty workflow will show an error.

Workflow Use Cases

Simple Workflow

Scenario: Small school, direct principal oversight

  • Configuration: Principal only
  • Process: All requests go directly to principal

Standard Workflow

Scenario: Most schools, class teacher knows students

  • Configuration: Class Teacher → Principal
  • Process: Teacher reviews first, then principal for final approval

Future Expansion

As more approval roles become available, you can create complex workflows:

  • Class Teacher → Coordinator → Vice Principal → Principal
  • Department Head → Class Teacher → Principal

Workflow Information

Key points about leave approval:

  • Class Teacher: First-line approver, knows students well
  • Principal: Final authority, ensures policy compliance
  • Sequential: Each step must approve before the next
  • Order Matters: Steps process in the configured sequence
GeneralPeriods