Verified workflow guide: Explains how withdrawal decisions are communicated to payees and finance staff.
1. Overview & Purpose
Finance task workflows send approval/decline notifications to the payee and a confirmation to the acting financial secretary.
2. What You Need
The withdrawal must have a supported source record and a valid acting user.
3. Step-by-Step Workflow
- Complete the withdrawal approval/decline action.
- Confirm the action status is saved.
- Verify the expected notification task was queued.
- Check for delivery failures if required.
4. Rules, Boundaries & Troubleshooting
Notification delivery is separate from the financial decision itself; staff should not treat an email as the authoritative transaction record.
5. Verification & Next Steps
Use the finance dashboard/database record as the source of truth and investigate notification failures separately.