This page (revision-23) was last changed on 26-Nov-2021 10:22 by RForbes

This page was created on 26-Nov-2021 10:22 by JLawler

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Version Date Modified Size Author Changes ... Change note
23 26-Nov-2021 10:22 3 KB RForbes to previous
22 26-Nov-2021 10:22 4 KB RForbes to previous | to last
21 26-Nov-2021 10:22 4 KB RForbes to previous | to last NEW APPROVAL BAR (PROFESSIONAL) ==> APPROVAL BAR (PROFESSIONAL)

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APPROVAL BAR (PROFESSIONAL)
APPROVAL BAR (PROFESSIONAL)

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%%center
[EP-WP-APPROVALS-8.jpg]
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[{Image src='EP-WP-APPROVALS-8.jpg' width='600' align='center' link='attach/EP-WP-APPROVALS-8/EP-WP-APPROVALS-8.jpg}]
The approval bar is divided into sections which represent each step in the process. The description of each step is displayed in bold to identify the step. Below the description is 1 approval record status used to describe that status of that step. To help show the status of each step is 2 chevrons colored green and red. Green notes an approval has been made and red notes a step waiting approval.
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The new information dialog may be viewed by clicking on the “I” icon on the far right of the screen.
[{Image src='EP-WP-APPROVALS-9.jpg' width='400' align='center' link='attach/EP-WP-APPROVALS-9/EP-WP-APPROVALS-9.jpg}]
The quick approve is shown by a single green check mark on the approval step waiting approval if the user has approval rights.
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Each step has two methods of making an approval. The first is the quick approve, noted as a check mark on the step which the [approver|APPROVERS] (user) has rights to approve. If the user is not an [approver|APPROVERS] with rights to approve the quick approve is not available. When the quick approve is clicked an approval is made and the process is progressed to the next step or final approval as required. An option to make comments is not available.
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A new popup menu of “allowed” actions on the current step waiting approval may be viewed by mouse right-click anywhere in the current step box.
[{Image src='EP-WP-APPROVALS-10.jpg' width='600' align='center' link='attach/EP-WP-APPROVALS-10/EP-WP-APPROVALS-10.jpg}]
The popup menu will include the approver name for the step as the first item and approval actions to approve, decline or send back with comments.
The second is a menu available with a right mouse click over the waiting step. The first menu item is a text item showing the approver name. The options following that are approve, decline and send back with comments.
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Selecting an approval action with comments brings up the [approval dialog], which allows comments to be added for any approval action made for the step.
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[EP-WP-APPROVALS-10.jpg]
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Selecting an approval action with comments brings up the approval dialog, which allows comments to be added for any approval action made for the step.
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[EP-WP-APPROVALS-11.jpg]
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[{Image src='EP-WP-APPROVALS-11.jpg' width='400' align='center' link='attach/EP-WP-APPROVALS-11/EP-WP-APPROVALS-11.jpg}]
After submitting the dialog for the approval action with comments, the approved step will turn gray and will have a new [popup menu] generated for its new status. Right-clicking now on the approved step, the approved status of the step and a sub-menu containing the comments made for the approval will be displayed.
[{Image src='EP-WP-APPROVALS-12.jpg' width='600' align='center' link='attach/EP-WP-APPROVALS-12/EP-WP-APPROVALS-12.jpg}]
Similar to the [Self Service] implementation, the [popup menu] will be displayed even if there are no approval actions available for the [approval step]. In such a case, the [approver name] or approval step status and a submenu of approval action comments will be displayed.
After submitting the dialog for the approval action with comments, the approved step will turn gray and will have a new popup menu generated for its new status. Right-clicking now on the approved step, the approved status of the step and a sub-menu containing the comments made for the approval will be displayed.
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When an approval [entity] (eg: [Personnel Actions], [Applications], [Postings], [Time Sheets]) is in a status before approval or after approval, the [approval bar] will show a [context message] definable by each client to show pertinent information about that [entity].
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[EP-WP-APPROVALS-12.jpg]
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[{Image src='EP-WP-APPROVALS-13.jpg' width='400' align='center' link='attach/EP-WP-APPROVALS-13/EP-WP-APPROVALS-13.jpg}]
The context message is definable by [table alias] in [IMMS]. These messages can be [translated|translation]if necessary. The following displays which context messages are used for the approvals.
Similar to the Self Service implementation, the popup menu will be displayed even if there are no approval actions available for the [approval step|APPROVAL STEPS]. In such a case, the [approver|APPROVERS] name or approval step status and a submenu of approval action comments will be displayed.
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||__Table__||__Message Code__
The last part of the approval bar is the new information icon located to the immediate right of the approval bar. When clicked this action displays a view only dialog showing a record representation of the existing state of the approval proceeds based on the current approval records. This dialog is based on the form (function) [MDAPR].
%%center
[EP-WP-APPROVALS-9.jpg]
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When an approval entity (eg: Personnel Actions, Applications, Postings, Time Sheets) is in a status before approval or after approval, the approval bar will show a context message definable by each client to show pertinent information about that entity.
%%center
[EP-WP-APPROVALS-13.jpg]
%%
The context message is definable by [table alias|TABLE_ALIAS] in [IMMS]. These messages can be [translated|TRANSLATION]if necessary. The following displays which context messages are used for the approvals.
||Table||Message Code
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|Candidates [RCA|P2K_RE_CANIDATES] | RCA_CONTEXT
|Candidates [RCA|P2K_RE_CANDIDATES] | RCA_CONTEXT
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----
![Notes|Edit:Internal.APPROVAL BAR (PROFESSIONAL)]
[{InsertPage page='Internal.APPROVAL BAR (PROFESSIONAL)' default='Click to create a new notes page'}]
This page (revision-23) was last changed on 26-Nov-2021 10:22 by RForbesTop