This page (revision-69) was last changed on 26-Nov-2021 10:22 by kparrott

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

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Version Date Modified Size Author Changes ... Change note
69 26-Nov-2021 10:22 9 KB kparrott to previous
68 26-Nov-2021 10:22 9 KB jmyers to previous | to last APPROVAL_WIP_REC ==> APPROVAL_WIP_REC(System_Preference)
67 26-Nov-2021 10:22 9 KB JEscott to previous | to last
66 26-Nov-2021 10:22 9 KB JEscott to previous | to last
65 26-Nov-2021 10:22 9 KB JEscott to previous | to last
64 26-Nov-2021 10:22 9 KB JEscott to previous | to last
63 26-Nov-2021 10:22 9 KB JEscott to previous | to last
62 26-Nov-2021 10:22 9 KB JMyers to previous | to last
61 26-Nov-2021 10:22 9 KB JMyers to previous | to last

Page References

Incoming links Outgoing links
APPROVAL PROCESS
APPROVAL PROCESS

Version management

Difference between version and

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Up to Approval
When Up to Approval is checked that approver is eligible to approve entities which they qualify for via the where clause, including entities that are waiting approval on a step with a lower sequence. When up to approval is granted “notification records (approval records)” will be created with a status of “Approval In Progress” (Notification records are discussed further in Approval Notification /Workflow).
__Up to Approval__
When Up to Approval is checked that approver is eligible to approve entities which they qualify for via the where clause, including entities that are waiting approval on a step with a lower sequence. When up to approval is granted “notification records (approval records)” will be created with a status of “Approval In Progress” (Notification records are discussed further in Approval Notification /Workflow).
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__Allow Send Back__
This setting applies to a second level of approval or higher. If at the time of approval the approver does not like what they see the option to send the entity back to the beginning of the approval process is available. This will set all previous step approvals (approval records) to have a status of “Approval Sent Back” which will cause the first step approvers to be notified (via new approval records) to once again approve the entity. Comments as to why the send back was made may be entered if necessary.
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Allow Send Back
This setting applies to a second level of approval or higher. If at the time of approval the approver does not like what they see the option to send the entity back to the beginning of the approval process is available. This will set all previous step approvals (approval records) to have a status of “Approval Sent Back” which will cause the first step approvers to be notified (via new approval records) to once again approve the entity. Comments as to why the send back was made may be entered if necessary.
This option is available in eP as an option in the right mouse click menu over the appropriate step on the approval bar.
This option is available in eP as an option in the right mouse click menu over the appropriate step on the approval bar.
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Allow Decline
This setting allows the approver to decline the approval entity. The option is applicable to all steps the approver is responsible for. If a decline is made the approval process is complete, no further approval notification is necessary. This option is available in the right mouse click menu. Comments as to why the decline was made may be entered if necessary.
__Allow Decline__
This setting allows the approver to decline the approval entity. The option is applicable to all steps the approver is responsible for. If a decline is made the approval process is complete, no further approval notification is necessary. This option is available in the right mouse click menu. Comments as to why the decline was made may be entered if necessary.
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__Allow Change__
This setting will cause the approval entity to be editable or not during the approval. In cases where the approver is allowed to view only while making the approval.
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Allow Change
This setting will cause the approval entity to be editable or not during the approval. In cases where the approver is allowed to view only while making the approval.
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Once an approval entity has entered the approval stage (explained below) of "Stage_WaitingApproval" CRUD will be controlled to the appropriate approver. This means that only approvers who have rights to approve on the current step with "allow change" rights will be able to edit the information displayed.
Once an approval entity has entered the approval stage (explained below) of "Stage_WaitingApproval" CRUD will be controlled to the appropriate approver. This means that only approvers who have rights to approve on the current step with "allow change" rights will be able to edit the information displayed.
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Approval Stages
!Approval Stages
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Pending Stage_WorkInProcess
In Progress Stage_WaitingApproval
Submitted Stage_WaitingApproval
Failed Update Stage_Approved
Approved Stage_Approved
Completed Stage_Approved
Not Approved Stage_Not_Approved
Tracked Copy Stage_Cancelled
Cancelled Stage_Cancelled
|Pending |Stage_WorkInProcess
|In Progress| Stage_WaitingApproval
|Submitted |Stage_WaitingApproval
|Failed Update| Stage_Approved
|Approved |Stage_Approved
|Completed |Stage_Approved
|Not Approved| Stage_Not_Approved
|Tracked Copy| Stage_Cancelled
|Cancelled| Stage_Cancelled
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Stage_WorkInProcess Pending
Stage_Not_Approved Not Approved
Stage_Cancelled Cancelled
Stage_WaitingApproval In Progress
Stage_Approved Approved
|Stage_WorkInProcess| Pending
|Stage_Not_Approved| Not Approved
|Stage_Cancelled| Cancelled
|Stage_WaitingApproval| In Progress
|Stage_Approved| Approved
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Approval Records
Each stage dictates what approval records are created. The Approval records are what is used to create a visual (approval bar) or report ( discoverer) to show where and who the approval sits, whether it`s before during or after the approval.
The current supported approval record statuses are:
Approval Cancelled
Future Approval
Ready To Be Approved
Approval In Progress
Approved
Sent Back
Approved Sent Back
Approved Historic
Declined
Declined Historic
!Approval Records
Each stage dictates what approval records are created. The Approval records are what is used to create a visual (approval bar) or report ( discoverer) to show where and who the approval sits, whether it`s before during or after the approval.
The current supported approval record statuses are:
*Approval Cancelled
*Future Approval
*Ready To Be Approved
*Approval In Progress
*Approved
*Sent Back
*Approved Sent Back
*Approved Historic
*Declined
*Declined Historic
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Approval Cancelled - used when an entity is cancelled or deleted. All existing approval records will receive this status. (explained in a following section)
Future Approval - used for up and coming approvals to be made for an approver who do not have upto approval. Approval Stages which cause this are Stage_WorkInProcess or Stage_WaitingApproval. For the Stage_WorkInProcess futural Approvals are optional and can be controlled but a site preference defined in IMST. Each table where approvers need as much time a possible before the actual approval is required may be defined. in the example screen shot below. Future approval records will be created when either a Time sheet or Personnel Action is set to a WIP status. Example: This may be helpful for managers with employees that have time sheets which have not been submitted for approval.
;Approval Cancelled:used when an entity is cancelled or deleted. All existing approval records will receive this status. (explained in a following section)
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Ready To Be Approved - used for approvers which are required to make approval decisions.
Approval In Progress - used to show approvers with `Up To approval` that there is an approval in progress which they can make an up to approval on.
Approved - used to show a positive approval
Sent Back - used to show the approval process has been requested to start over.
Approved Sent Back - used to show a lower step positive approval has been send back to be re-done.
Approval Historic - used to show and entity has had a positive approval but is no longer needed either through a cancel or deletion.
Declined - used to show a negative approval.
Declined Historic - used to show a negative approval was made and is no longer needed either though a cancel or deletion.
Maintenance of approval records is accomplished in three ways. The first is automatically by the system when an existing IDAP definition pre-exists to an approval process starting and does not change during the approval. Secondly a manual button is on IDAP to update records if the approval process has been updated in any way with approvals in progress.
;Future Approval:used for up and coming approvals to be made for an approver who do not have upto approval. \\ \\ Approval Stages which cause this are Stage_WorkInProcess or Stage_WaitingApproval.\\ \\For the Stage_WorkInProcess futural Approvals are optional and can be controlled but a site preference defined in IMST.\\ \\Each table where approvers need as much time a possible before the actual approval is required may be defined. in the example screen shot below.\\ \\Future approval records will be created when either a Time sheet or Personnel Action is set to a WIP status.\\ \\Example: This may be helpful for managers with employees that have time sheets which have not been submitted for approval.
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The third is to run an update process UDAP. This process is suggested to be scheduled daily to allow start and end dates to be respected in IDAP processes or approvers, where clauses or designate approvers.
;Ready To Be Approved:used for approvers which are required to make approval decisions.
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Final Approval
Is a term used to describe any approval process that is in progress which has an approval made where it is deemed the last approval required for the process. This is possible for example in cases of missing approvers or an approval on the last step. Once final approval is made, the approval entity is updated to the “approved” stage
Approval Work Flow Notification
Approval Records are used in several ways to compliment the approval system. One of the usages is Work Flow. Work flow is provided on the table p2k_cm_approval_records. This enhances approvals by adding all standard features of work flow such as emails, user calcs and in turn procedures.
The term “Notification records” has been used to describe the records created to “notify” an approver, say for example an assignment manager of a pending approval via email using work flow. If on step one an approver is required to make an approval. Once the approval entities stage is set to Stage_waiting_approval, an approval record or notification record is created. This record has a status of “Ready to be Approved” as defined in the lexicon X_APPROVAL_STATUS. Up to Approvers also get a notification record with the status of “Approval In Progress”
Approval Deletion or Cancellation
Since approval records are used in a few ways to notify approver of pending approvals like screens (SS) and work flow, approval records are maintained in cases where the approval entity is deleted or cancelled. The approval record status is updated to cancelled and will have a comment made if deleted.
Cancelled Example:
Deleted Example: Status is cancelled with a comment showing the entity was deleted.
;Approval In Progress:used to show approvers with `Up To approval` that there is an approval in progress which they can make an up to approval on.
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Generic Approvals
It is not necessary to always define an approval processes. When simply a sanity check of the data is required and anyone or everyone is required to review the data on the approval entity before it moves to the next status value, generic approvals may be used.
If an approval entity is moved to the approval stage “Stage_WaitingApproval” and there has not been an approval process defined a generic 1 step approval bar will be displayed. Any user with access to the function and data may approve this type of approval. No approval records are ever created. The status of the approval entity is simply updated to the next stage upon approval.
A generic approval would be displayed as below with the right mouse click menu:
;Approved:used to show a positive approval
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Find Block Approval Toggles (Obsolete)
This section has been replaced with the site preference described below available in 4.09
Two self service screens listed below have a toggle available for use located in the find block of each function. This toggle enables the data listed in the find block to change dynamically to show “potential” approvals verses “actual” approvals.
WVDATS Approve Time
WVTSH Approve Employee Time and Exceptions
It is highly recommended that properly built where clauses are used on both the approval process and approver levels. If the refining of approval processes and approvers is not properly done performance will be an issue. Consultants would be a good source to help ensure that all filtering is done properly to avoid any performance problems. Below is an example of too many rows for an approver to manage.
;Sent Back:used to show the approval process has been requested to start over.
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;Approved Sent Back:used to show a lower step positive approval has been send back to be re-done.
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Site Preferences (New as of 4.09)
;Approval Historic:used to show and entity has had a positive approval but is no longer needed either through a cancel or deletion.
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The site preference APPROVAL_WIP_REC now replaces the old simulation logic applied when trying to find the possible approvals an approver may need to make. This logic gives more of an accurate view of the up and coming approvals by monitoring specific tables defined by this preference.
In IMST, preference records may be added as in the above example for table TIME
;Declined:used to show a negative approval.
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;Declined Historic:used to show a negative approval was made and is no longer needed either though a cancel or deletion.
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Maintenance of approval records is accomplished in three ways. The first is automatically by the system when an existing IDAP definition pre-exists to an approval process starting and does not change during the approval. Secondly a manual button is on IDAP to update records if the approval process has been updated in any way with approvals in progress.
The third is to run an update process UDAP. This process is suggested to be scheduled daily to allow start and end dates to be respected in IDAP processes or approvers, where clauses or designate approvers.
!Final Approval
Is a term used to describe any approval process that is in progress which has an approval made where it is deemed the last approval required for the process. This is possible for example in cases of missing approvers or an approval on the last step. Once final approval is made, the approval entity is updated to the “approved” stage
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!Approval Work Flow Notification
Approval Records are used in several ways to compliment the approval system. One of the usages is Work Flow. Work flow is provided on the table p2k_cm_approval_records.
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This enhances approvals by adding all standard features of work flow such as emails, user calcs and in turn procedures.
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The term “Notification records” has been used to describe the records created to “notify” an approver, say for example an assignment manager of a pending approval via email using work flow. If on step one an approver is required to make an approval. Once the approval entities stage is set to Stage_waiting_approval, an approval record or notification record is created. This record has a status of “Ready to be Approved” as defined in the lexicon X_APPROVAL_STATUS. Up to Approvers also get a notification record with the status of “Approval In Progress”
!Approval Deletion or Cancellation
Since approval records are used in a few ways to notify approver of pending approvals like screens (SS) and work flow, approval records are maintained in cases where the approval entity is deleted or cancelled. The approval record status is updated to cancelled and will have a comment made if deleted.
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Cancelled Example:
Deleted Example: Status is cancelled with a comment showing the entity was deleted.
!Generic Approvals
It is not necessary to always define an approval processes. When simply a sanity check of the data is required and anyone or everyone is required to review the data on the approval entity before it moves to the next status value, generic approvals may be used.
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If an approval entity is moved to the approval stage “Stage_WaitingApproval” and there has not been an approval process defined a generic 1 step approval bar will be displayed. Any user with access to the function and data may approve this type of approval. No approval records are ever created. The status of the approval entity is simply updated to the next stage upon approval.
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A generic approval would be displayed as below with the right mouse click menu:
!Find Block Approval Toggles (Obsolete)
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This section has been replaced with the site preference described below available in 4.09
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Two self service screens listed below have a toggle available for use located in the find block of each function. This toggle enables the data listed in the find block to change dynamically to show “potential” approvals verses “actual” approvals.
|WVDATS|Approve Time
|WVTSH|Approve Employee Time and Exceptions
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It is highly recommended that properly built where clauses are used on both the approval process and approver levels. If the refining of approval processes and approvers is not properly done performance will be an issue. Consultants would be a good source to help ensure that all filtering is done properly to avoid any performance problems. Below is an example of too many rows for an approver to manage.
!!Site Preferences
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The site preference APPROVAL_WIP_REC now replaces the old simulation logic applied when trying to find the possible approvals an approver may need to make. This logic gives more of an accurate view of the up and coming approvals by monitoring specific tables defined by this preference.
In IMST, preference records may be added as in the above example for table TIME
This page (revision-69) was last changed on 26-Nov-2021 10:22 by kparrottTop