This page (revision-22) 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
22 26-Nov-2021 10:22 3 KB RForbes to previous
21 26-Nov-2021 10:22 4 KB RForbes to previous | to last

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APPROVAL BAR (SELF SERVICE)
APPROVAL BAR (SELF SERVICE)

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Difference between version and

At line 1 changed one line
The new [approval bar|APPROVAL BAR] in Self Service looks like:
The new [approval bar] in [Self Service] looks like:
At line 3 changed 3 lines
%%center
[EP-WP-APPROVALS-1.jpg]
%%
[{Image src='EP-WP-APPROVALS-1.jpg' width='600' align='center' link='attach/EP-WP-APPROVALS-1/EP-WP-APPROVALS-1.jpg}]
At line 7 changed one line
The new [approval bar|APPROVAL BAR] in Self Service is thinner than the previous bar and yet it provides more information.
The new [approval bar] in [Self Service] is thinner than the previous bar and yet it provides more information.
The new information dialog may be viewed by clicking on the [icon] to the far right which looks like an “i”.
The [quick approve] is shown by a single green check mark on the [approval step] waiting approval if the user has [approval rights].
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.
At line 9 changed one line
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.
[{Image src='EP-WP-APPROVALS-2.jpg' width='600' align='center' link='attach/EP-WP-APPROVALS-2/EP-WP-APPROVALS-2.jpg}]
At line 11 removed 11 lines
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 (user) has rights to approve. If the user is not an approver 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.
The approval step description is emphasized in bold text while the approval step status is displayed in normal text.
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.
The new information dialog may be viewed by clicking on the icon to the far right which looks like an “i”.
%%center
[EP-WP-APPROVALS-2.jpg]
%%
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The popup menu will include the [approver name|APPROVERS] for the step as the first item and approval actions to approve, decline or send back with comments.
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].
At line 27 changed 3 lines
%%center
[EP-WP-APPROVALS-3.jpg]
%%
[{Image src='EP-WP-APPROVALS-3.jpg' width='400' align='center' link='attach/EP-WP-APPROVALS-3/EP-WP-APPROVALS-3.jpg}]
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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 will show the approved status of the step and a sub-menu containing the comments made for the approval.
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 will show the approved status of the step and a sub-menu containing the comments made for the approval.
At line 33 changed 3 lines
%%center
[EP-WP-APPROVALS-4.jpg]
%%
[{Image src='EP-WP-APPROVALS-4.jpg' width='600' align='center' link='attach/EP-WP-APPROVALS-4/EP-WP-APPROVALS-4.jpg}]
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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.
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%%center
[EP-WP-APPROVALS-5.jpg]
%%
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.
[{Image src='EP-WP-APPROVALS-5.jpg' width='600' align='center' link='attach/EP-WP-APPROVALS-5/EP-WP-APPROVALS-5.jpg}]
At line 43 removed one line
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 to show pertinent information about that entity.
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%%center
[EP-WP-APPROVALS-6.jpg]
%%
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 to show pertinent information about that [entity].
At line 49 changed one line
The context message is definable by [table alias|TABLE_ALIAS] in [IMMS]. These messages can be translated if necessary. The following displays which context messages are used for the approvals.
[{Image src='EP-WP-APPROVALS-6.jpg' width='600' align='center' link='attach/EP-WP-APPROVALS-6/EP-WP-APPROVALS-6.jpg}]
At line 51 changed 10 lines
||Table||Message Code
|Leave Lines [AAL|P2K_AT_LEAVE_LINES] | AAL_CONTEXT
|Open Enrollments EEs [BOEE|P2K_BE_OPEN_ENROLLMENT_EES] | BOEE_CONTEXT
|Elections [BEL|P2K_BE_ELECTIONS] | BEL_CONTEXT
|Applications [RAP|P2K_RE_APPLICATIONS] | RAP_CONTEXT
|Batches [BPT|P2K_PR_BATCHES] | BPT_CONTEXT
|Time Sheets [PTS|P2K_PR_TIME_SHEETS] | PTS_CONTEXT
|Candidates [RCA|P2K_RE_CANDIDATES] | RCA_CONTEXT
|Postings [RPO|P2K_RE_POSTINGS] |RPO_CONTEXT
|Personnel Actions [SPA|P2K_SA_PERSONNEL_ACTIONS] | SPA_CONTEXT
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.
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----
![Notes|Edit:Internal.APPROVAL BAR (SELF SERVICE)]
[{InsertPage page='Internal.APPROVAL BAR (SELF SERVICE)' default='Click to create a new notes page'}]
||__Table__||__Message Code__
|Leave Lines [AAL] | AAL_CONTEXT
|Open Enrollments EEs [BOEE] | BOEE_CONTEXT
|Elections [BEL] | BEL_CONTEXT
|Applications [RAP] | RAP_CONTEXT
|Batches [BPT] | BPT_CONTEXT
|Time Sheets [PTS] | PTS_CONTEXT
|Candidates [RCA] | RCA_CONTEXT
|Postings [RPO] |RPO_CONTEXT
|Personnel Actions [SPA] | SPA_CONTEXT
This page (revision-22) was last changed on 26-Nov-2021 10:22 by RForbesTop