This page (revision-14) was last changed on 26-Nov-2021 10:22 by lurtan

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

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Version Date Modified Size Author Changes ... Change note
14 26-Nov-2021 10:22 2 KB lurtan to previous
13 26-Nov-2021 10:22 2 KB lurtan to previous | to last
12 26-Nov-2021 10:22 2 KB lurtan to previous | to last
11 26-Nov-2021 10:22 2 KB jmyers to previous | to last DPS_APPRVL_REQ ==> DPS_APPRVL_REQ(System_Preference)
10 26-Nov-2021 10:22 2 KB RForbes to previous | to last
9 26-Nov-2021 10:22 3 KB JEscott to previous | to last
8 26-Nov-2021 10:22 3 KB JEscott to previous | to last
7 26-Nov-2021 10:22 3 KB JEscott to previous | to last
6 26-Nov-2021 10:22 3 KB JEscott to previous | to last
5 26-Nov-2021 10:22 2 KB RForbes to previous | to last
4 26-Nov-2021 10:22 2 KB JLawler to previous | to last
3 26-Nov-2021 10:22 2 KB JLawler to previous | to last
2 26-Nov-2021 10:22 1 KB JLawler to previous | to last
1 26-Nov-2021 10:22 1 KB JLawler to last

Page References

Incoming links Outgoing links
POSITION APPROVAL SET UP
POSITION APPROVAL SET UP

Version management

Difference between version and

At line 1 changed 3 lines
#In order to set up approvals, the [IDPS] screen __MUST__ be copied. Use the [IMFN] screen to copy [IDPS] and make the following changes.
##Use the “copy function and form” to make a copy of [IDPS]. The system will default IDPS_EXT as the name of the [function], however this can be over written to suit the users preference (For example: IDPSA, IDPS_APPROVAL, etc.). The description can also be edited.
##Once the new function has been created, add as a minimum, the [P2K_MASTER] [role] on the [execution rights] tab.
*In order to set up approvals, the [IDPS] screen __MUST__ be copied. Use the [IMFN] screen to copy [IDPS] and make the following changes.
**Use the “copy function and form” to make a copy of [IDPS]. The system will default IDPS_EXT as the name of the [function], however this can be over written to suit the users preference (For example: IDPSA, IDPS_APPROVAL, etc.). The description can also be edited.
**Once the new function has been created, add as a minimum, the [P2K_MASTER] [role] on the [execution rights] tab.
At line 5 changed one line
##On the [Preferences] Tab the [function] preference “[DPS_APPRVL_REQ]” will need to be set to “True”. This will result in approvals being tied to the new extended function. Log out and back in again.
**On the [Preferences] Tab the [function] preference “[DPS_APPRVL_REQ]” will need to be set to “True”. This will result in approvals being tied to the new extended function. Log out and back in again.
At line 7 changed 2 lines
##Once the newly created function is in place, [object security] should be used to restrict all fields that will not require approvals. It is suggested to secure off the “standing” column on the extended [IDPS] form to avoid the value from being manually changed. You will not be able to select “Waiting for Approval” or “Not Approved” on the original IDPS screen this can only be changed on the extended [IDPS] screen.
#On [IDAP], the [approvers] and [approval steps] must be defined. By selecting ‘Positions’ in the Type field, the new approval process will be tied to the newly created [function].
**Once the newly created function is in place, [object security] should be used to restrict all fields that will not require approvals. It is suggested to secure off the “standing” column on the extended [IDPS] form to avoid the value from being manually changed. You will not be able to select “Waiting for Approval” or “Not Approved” on the original IDPS screen this can only be changed on the extended [IDPS] screen.
*On [IDAP], the [approvers] and [approval steps] must be defined. By selecting ‘Positions’ in the Type field, the new approval process will be tied to the newly created [function].
At line 12 changed one line
#Once the new find has been created it will need to be attached to the newly created function on the IMFN screen.
*Once the new find has been created it will need to be attached to the newly created function on the IMFN screen.
At line 14 changed one line
#Log out of the system and sign back in. Approvals are now set up on the newly created form
*Log out of the system and sign back in. Approvals are now set up on the newly created form
This page (revision-14) was last changed on 26-Nov-2021 10:22 by lurtanTop