LCFS - IDIR Designated Action Workflow Status and Recommendations
- Dominant language
- Python
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Description
**Description:**
As an IDIR IA Analyst, IA Manager, or Director, I need to manage the Designated Action workflow so that I can review submissions, request additional information, make recommendations, and advance the Designated Action through the approval process.
**Wireframe:** [IDIR Designated Action page](https://www.figma.com/proto/K65eN4XSiapyobejHKBwny/LCFS---SIU-IDIR-IA-Dashboard-display?node-id=648-1684&t=r29fpfaWjQ86tHn0-0&scaling=min-zoom&content-scaling=fixed&page-id=648%3A1450)
**Purpose and benefit to user:**
The workflow component allows Ministry staff to manage Designated Action progress and approval decisions while maintaining visibility of status and workflow history throughout the review process.
**Acceptance Criteria:**
- [ ] Given I am an authorized IDIR user, When I view a Designated Action, then the current workflow status is displayed
- [ ] Given I am an authorized IDIR user, When I access the status component, then Underway, Completed, and Cancelled statuses are supported
- [ ] Given I am an IA Analyst, When information is missing, then I can request additional information from the proponent
- [ ] Given I am an IA Analyst, When requesting additional information, then I can capture requirements within a dedicated text area
- [ ] Given I am an IA Analyst, When my review is complete, then I can recommend the Designated Action to an IA Manager
- [ ] Given I am an IA Analyst, When recommending the Designated Action, then I can enter a recommended credit amount
- [ ] Given I am an IA Manager, When reviewing a recommendation, then I can return it for further work
- [ ] Given I am an IA Manager, When reviewing a recommendation, then I can recommend the Designated Action to the Director
- [ ] Given I am a Director, When reviewing a recommendation, then I can approve, return, or reject the recommendation
- [ ] Given a workflow action occurs, When the action is completed, then the decision is recorded within audit history
**Development Checklist:**
- [ ] Implement Designated Action status component
- [ ] Support Underway, Completed, and Cancelled statuses
- [ ] Implement request additional information functionality
- [ ] Implement analyst recommendation workflow
- [ ] Implement IA Manager workflow actions
- [ ] Implement Director workflow actions
- [ ] Implement recommended credit amount capture
- [ ] Add review summary
- [ ] Implement audit history tracking
- [ ] Apply role-based permissions and security
- [ ] Validate keyboard navigation, responsive behaviour, and WCAG 2.2 accessibility compliance
- [ ] Test across supported browsers and devices
**Notes:**
This story contains the workflow and status management functionality for Designated Actions.
The recommended credit amount should remain visible throughout the approval workflow.
Credit issuance functionality is excluded from this story and will be handled through subsequent workflow implementation.
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Assessment
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