This page (revision-40) was last changed on 26-Nov-2021 10:22 by khiggs

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

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Version Date Modified Size Author Changes ... Change note
40 26-Nov-2021 10:22 9 KB khiggs to previous
39 26-Nov-2021 10:22 8 KB khiggs to previous | to last
38 26-Nov-2021 10:22 8 KB khiggs to previous | to last
37 26-Nov-2021 10:22 7 KB jmyers to previous | to last
36 26-Nov-2021 10:22 7 KB JMyers to previous | to last FROM_DATE ==> FROM_DATE(Field)
35 26-Nov-2021 10:22 7 KB JMyers to previous | to last TO_DATE ==> TO_DATE(Oracle_Function)
34 26-Nov-2021 10:22 7 KB JEscott to previous | to last
33 26-Nov-2021 10:22 7 KB JMyers to previous | to last
32 26-Nov-2021 10:22 7 KB JEscott to previous | to last
31 26-Nov-2021 10:22 7 KB JEscott to previous | to last
30 26-Nov-2021 10:22 7 KB JMyers to previous | to last
29 26-Nov-2021 10:22 7 KB JMyers to previous | to last
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21 26-Nov-2021 10:22 8 KB JEscott to previous | to last

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At line 4 changed one line
Approval Processes are used to ensure that approval is obtained for certain actions within the system. The Approval Process (IDAP) allows you to set up approval requirements for different processes within [{$applicationname}].
Approval Processes are used to ensure that approval is obtained for certain actions within the system. The Define Approval Processes (IDAP) form allows you to set up approval requirements for different processes within Personality.
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The definition data for the Define Approval Processes screen is stored in the [P2K_CM_APPROVAL_PROCESSES], [P2K_CM_APPROVAL_STEPS],[P2K_CM_APPROVAL_RECORDS] and [P2K_CM_APPROVERS] tables.
The definition data for the Define Approval Processes screen is stored in the [P2K_CM_APPROVAL_PROCESSES], [P2K_CM_APPROVAL_STEPS], [P2K_CM_APPROVAL_RECORDS] and [P2K_CM_APPROVERS] tables.
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%%zebra-table
|Approval Type|Table
|Disabled | N/A
|Pay Trans Batches | P2K_PR_BATCHES
|Pay Header Batches | P2K_PR_BATCHES
|Performance Reviews | P2K_SA_REVIEWS
|Personnel Actions | P2K_SA_PERSONNEL_ACTIONS
|Job Requisitions | P2K_RE_POSTINGS
|Applicant Hires | P2K_RE_APPLICATIONS
|Development Programs | P2K_CP_DEVELOPMENT_PROGRAMS
|Development Activity | P2K_CP_DEVELOMENT_ACTIVITIES
|Courses | P2K_CP_COURSES
|Class Schedules | P2K_CP_CLASS_SCHEDULES
|Training Resources | P2K_CP_TRAINING_RESOURCES
|Benefit Elections | P2K_BE_ELECTIONS
|Assessments | P2K_RE_ASSESSMENTS
|Class Registration | P2K_CP_CLASS_REGISTRATIONS
|Time Sheets | P2K_PR_TIME_SHEETS
|Leave Lines | P2K_AT_LEAVE_LINES
|Clock Entries (Authorize) | P2K_TS_CLOCK_ENTRIES
|Education | P2K_RE_EDUCATIONS
|References | P2K_RE_REFERENCES
|Work History | P2K_RE_WORK_HISTORIES
|Open Enrollment EEs | P2K_BE_OPEN_ENROLLMENT_EES
|Positions | P2K_CM_POSITIONS
|Time Sheet Entries (Authorize) | P2K_PR_TIME_SHEET_ENTRIES
%%
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;[Maintain Approval Records|ACT_MAINTAIN_RECORDS]: This button allows the user to update any outstanding approval records with changes that have been made to the approval process. If changes are made, this button must be pressed or the function [UDAP] must be run otherwise the changes will not be picked up and processed.
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\\
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;[Function Name|FUNCTION_NAME]: This field allows you to enter a function name which is the form to be used for approving the record. If no function is specified, the record may be approved in any form that calls the subject focus of the approval process and that calls the Approval Process logic. \\ \\
;[Function Name|FUNCTION_NAME]: This field allows you to enter an embedded function name that can be used in self service when using the "Outstanding Approvals I need to Make" splash function. The default values that have been provided are EPTS (Time Sheets),EALR (Leave Lines), ESPA (Personnel Actions),ESRV (Performance Reviews) and EBOEEE (Open Enrollments). If no function is specified, the IDVAR should not be used as there will be no data to review. Standard screens should not be used in this field (ie, WEPTS, WMALP, WVDALR, etc.).
\\ \\
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Approvers are categorized by type as follows: Department Manager, Position Manager, Assignment Manager, Any Manager, Any Manager, Specified Person, etc. This tab identifies the individual who is allowed to approve the current step in the process and what approval rights they have.
Approvers are categorized by type as follows: Department Manager, Position Manager, Assignment Manager, Any Manager, Specified Person, etc. This tab identifies the individual who is allowed to approve the current step in the process and what approval rights they have.
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*Department Manager
**An employee who is identified on the department ([IDDP]) as the `Dept. Supervisor' or Manager- Person Code.
* Position Manager
**An employee who is identified on the position ([IDPS]) as the `Supervisor by' or Classification-Manager.
* Assignment Manager
**An employee who is identified on the assignment ([IEAS]) the employee as Service-Supervised By.
* First Manager
* User with Match
**A specific employee who is identified under Last, First.
* Manager
**Currently not supported.
* Specified Person (works with Last, First)
**A specific employee who is identified in the [IEID] form.
* Spec List of People (works with People List)
**This identifies multiple people who qualify to be approvers. Note: only People Lists that are defined through EP can only used in this selection. EP People Lists are cased on Where Clauses.
*Last Approvers Manager
* All Managers
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;[Or People List|PEOPLE_LIST_CODE]:If the type of approver is listed as `Spec List of People', the user may select the appropriate people list code in this field using the LOV provided.
;[Or People List|PEOPLE_LIST_CODE]:If the type of approver is listed as `Spec List of People', you may select the appropriate people list code in this field using the LOV provided.
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;[From Date|FROM_DATE] / [To Date|TO_DATE]:If there is a specific start or end to this approver's rights then these fields can control the time frame that they are active. If the approval rights for the individual are for a set time frame only, a Start and End Date may be defined.
;[From Date|FROM_DATE(Field)] / [To Date|TO_DATE(Oracle_Function)]:If there is a specific start or end to this approver's rights then these fields can control the time frame that they are active. If the approval rights for the individual are for a set time frame only, a Start and End Date may be defined.
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;[Allow Decline|ALLOW_DECLINE]:The Allow Decline option gives the approver a right to decline an approval record.
;[Allow Decline|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|ALLOW_CHANGE]:The Allow Change option has been added to the IDAP form, however it currently has no logic behind it. This will be implemented in the near future.
;[Allow Change|ALLOW_CHANGE]:This setting will cause the approval entity to be editable or not during the approval. Change is allowed when the toggle is checked. Change is NOT allowed when the toggle is unchecked.
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;[From Date|FROM_DATE] / [To Date|TO_DATE]:If there is a specific start or end to this approver's rights then these fields can control the time frame that they are active. If the approval rights for the individual are for a set time frame only, a Start and End Date may be defined.
;[From Date|FROM_DATE(Field)] / [To Date|TO_DATE(Oracle_Function)]:If there is a specific start or end to this approver's rights then these fields can control the time frame that they are active. If the approval rights for the individual are for a set time frame only, a Start and End Date may be defined.
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![Notes|Edit:Internal.IDAP]
[{InsertPage page='Internal.IDAP' default='Click to create a new notes page'}]