Convert | Client Specific\GUHSD\PCARD - Workflow and CDD Report\

Convert | Client Specific\GUHSD\PCARD - Workflow and CDD Report\pcard_notify.wdl

This model automates the process for notifying reviewers when Purchasing Card (PCard) batches are processed. Whenever a new PCard batch is created, the system finds each unique cardholder in that batch, generates a separate instance for each cardholder, and sends out reporting and email notifications to their reviewers.

How It Works (Workflow Overview)

Trigger:

• Starts when an on-demand or database table event occurs (specifically, a trigger on the BT20.OHHBatchMaster table).

Main Steps:

1. Start: The workflow begins its process.

2. Process Batch:

   • Finds the new batch and retrieves unique cardholders.

   • For each cardholder:

     • Finds the reviewer’s email address.

     • Creates a workflow instance in a related model (“PCARD_EMAIL”).

     • Notifies the reviewer by email.

   • Also, generates a summary/master notification if required.

3. Error Handling:

   • If a problem occurs (such as a missing reviewer email), the workflow notifies an error handler, retries the operation as needed, and logs relevant information.

4. End: Marks the successful completion of the workflow.

Extra Handlers:

• Special nodes handle “rejected” and “invalid” workflow cases, ensuring users are notified and errors are logged or retried.