This page (revision-55) was last changed on 26-Nov-2021 10:22 by kparrott

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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
55 26-Nov-2021 10:22 9 KB kparrott to previous
54 26-Nov-2021 10:22 9 KB kparrott to previous | to last
53 26-Nov-2021 10:22 9 KB kparrott to previous | to last
52 26-Nov-2021 10:22 8 KB kparrott to previous | to last
51 26-Nov-2021 10:22 8 KB kparrott to previous | to last
50 26-Nov-2021 10:22 8 KB kparrott to previous | to last
49 26-Nov-2021 10:22 8 KB kparrott to previous | to last
48 26-Nov-2021 10:22 8 KB kparrott to previous | to last
47 26-Nov-2021 10:22 8 KB jaiken to previous | to last
46 26-Nov-2021 10:22 8 KB jaiken to previous | to last
45 26-Nov-2021 10:22 8 KB jaiken to previous | to last
44 26-Nov-2021 10:22 8 KB JEscott to previous | to last
43 26-Nov-2021 10:22 7 KB JEscott to previous | to last
42 26-Nov-2021 10:22 8 KB JEscott to previous | to last
41 26-Nov-2021 10:22 7 KB JEscott to previous | to last

Page References

Incoming links Outgoing links
USER PROCEDURES
USER PROCEDURES

Version management

Difference between version and

At line 1 changed one line
!!!How to Define User Procedures
[{TableOfContents }]
At line 3 changed one line
The Define Procedure process allows you to link together two or more system functions to complete a task. This is known as a Procedure.
!!!USER PROCEDURES/WIZARDS
At line 5 changed one line
The procedure can take you through a sequence of the various screens and/or reports required to complete a task. A typical procedure would be anything that requires multiple record changes. Examples would be creating a new job or position, new hire(s), transfers, change of marital status, etc.
A procedure is a type of user definable function that links together two or more system functions into a business procedure.
The procedure can take you through a sequence of the various screens and/or reports required to complete a task.
At line 7 changed one line
When you are finished entering date into a procedure screen, clicking ‘Next’ will commit the changes to the database and will navigate the user to the next sequential step in the procedure. Clicking ‘Finish’ will complete the procedure and will close it out.
Procedures are invoked through the command line. You must have execution rights before you are able to run them.
At line 9 changed 2 lines
__MISC NOTES__\\
If you want a change reason to ‘default’ on a certain form within the procedure, then you must add the change reason to that particular function definition. Currently, there is no way to mark a certain set of change reasons on a form, to be used only when the form is part of a procedure.
A Procedure Wizard provides a container for the procedure and controls the flow between the procedure steps. A side bar lists each of the functions that are part of the procedure, in the order they should be executed.
At line 12 added 8 lines
The flow takes you through each step in order; however, you are able to step outside the normal flow if you wish to correct something or you want to skip steps. Mandatory steps cannot be skipped.
In Admin, you may be in the middle of a procedure and switch to another form, change and save data without affecting the status of the procedure. You can continue the procedure where you left off when you are ready.
When you are finished entering data into a procedure screen, clicking ‘Next’ will commit the changes to the database and will navigate the user to the next sequential step in the procedure. Clicking ‘Finish’ will complete the procedure and will close it out.
Typically, complex processes like enrolling employees into benefit plans, multiple record changes like getting married, or post-hire processes are good candidates for definition as a procedure.
At line 14 removed one line
!!Required Set Up
At line 23 added 7 lines
!!How to Define User Procedures
There are a couple of screens that require set up in order for a procedure to be fully defined.
At line 19 changed one line
*Click on the Add Record icon
*Click on the Add Record icon
At line 25 changed one line
**If the procedure is going to use a header, the subject table must be populated. The subject table is the table that is associated with the procedure. If the steps within the procedure are all tied to the same subject (ie:employments) then that subject table should be defined (ie: [P2K_HR_EMPLOYMENTS]). If the steps within the procedure are tied to different subjects, the subject table of the first step should be used to populate the procedure's subject table. One method of determining the subject table of a form is by checking [IMFD] to determine which FIND block is used by the form. Employee related forms are often tied to either FIND_EID or FIND_EEM. FIND_EID would indicate the subject table would be [P2K_HR_IDENTITIES] and FIND_EEM would indicate the subject table would be [P2K_HR_EMPLOYMENTS]. Another method would be to review the [Entity Relationship Diagrams|ERD].
**If the procedure is going to use a header, the subject table must be populated. The subject table is the table that is associated with the procedure. If the steps within the procedure are all tied to the same subject (ie:employments) then that subject table should be defined (ie: [P2K_HR_EMPLOYMENTS]). If the steps within the procedure are tied to different subjects, the subject table of the first step should be used to populate the procedure's subject table. One method of determining the subject table of a form is by checking [IMFD] to determine which FIND block is used by the form. Employee related forms are often tied to either FIND_EID or FIND_EEM. FIND_EID would indicate the subject table would be [P2K_HR_IDENTITIES] and FIND_EEM would indicate the subject table would be [P2K_HR_EMPLOYMENTS]. Another method would be to review the [Entity Relationship Diagrams|ERD].
At line 27 changed 2 lines
**The Purpose field can be used to indicate the purpose of the procedure. (i.e. to streamline the new hire process ensuring all appropriate screens/forms have been updated.)
*Execution Rights tab - [P2K_MASTER] role should be defined here for all new functions, in addition to any other roles that are required for users to access this procedure
**The Purpose field can be used to indicate the purpose of the procedure. (i.e. to streamline the new hire process ensuring all appropriate screens/forms have been updated.)
**If you want a change reason to ‘default’ on a certain form within the procedure, then you must add the change reason to that particular function definition. Currently, there is no way to mark a certain set of change reasons on a form, to be used only when the form is part of a procedure.
*Execution Rights tab - a role other than [P2K_MASTER] (which is reserved for HLC supplied functions) should be defined here for all new functions, in addition to any other roles that are required for users to access this procedure
At line 46 added one line
At line 32 changed one line
The second step in creating the procedure is going to the Define User Procedures ([IMPC]) screen. The information entered for the function created in step 1 will be defaulted in the header portion of the screen.
The second step in creating the procedure is going to the Define User Procedures ([IMPC]) screen where you can link together two or more system functions to complete the task.
The procedure form is divided into two parts: a "header" component that defines general aspects of the procedure and the "procedure steps" component that defines the individual functions that make up the procedure. The information entered for the function created in step 1 will show in the header portion of the screen.
At line 36 changed one line
**[Description |DESCRIPTION]– This field displays the full screen name of the function to be executed as part of the procedure. This name will default in when the function is chosen.
**[Description |DESCRIPTION]– This field displays the full screen name of the function to be executed as part of the procedure. This name will default in when the function is chosen.
At line 40 changed one line
**[Create|CREATE_ALLOWED], [Retrieve|RETRIEVE_ALLOWED], [Update|UPDATE_ALLOWED], [Delete|DELETE_ALLOWED] – These toggles are used to determine what execution rights the user has when running the procedure. The CRUD defined will only restrict what is already set up for the report on [IMFN].
**[Create|CREATE_ALLOWED], [Retrieve|RETRIEVE_ALLOWED], [Update|UPDATE_ALLOWED], [Delete|DELETE_ALLOWED] – These toggles are used to determine what execution rights the user has when running the procedure. The CRUD defined will only restrict what is already set up for the function on [IMFN].
At line 56 changed 3 lines
!Step 3 - Modify Form Definition [IMFD]
;Table Usages
;Header Setup Part One Tab
At line 64 removed one line
[{Image src='IMFD_TABLE_PROCEDURES.JPG' width='600'}]
At line 66 changed one line
;Form Layout
[{Image src='IMFD_TABLE_PROCEDURES_01.JPG' width='600'}]
;Header Setup Part Two Tab
At line 73 changed one line
A form group called 'HEADER' should be added to the form layout as a text item. The item 'MEX.DRV_SUBJECT_CONTEXT' should then be tied to the HEADER form group.
A form group called 'HEADER' should be added to the form layout as a text item. The item 'MEX.DRV_SUBJECT_CONTEXT' should then be tied to the HEADER form group.
At line 75 removed one line
[{Image src='IMFD_FORMLAYOUT_PROCEDURES.JPG' width='600'}]
At line 94 added one line
[{Image src='IMFD_FORMLAYOUT_PROCEDURES_01.JPG' width='600'}]
At line 80 removed one line
At line 83 changed one line
1. In the Command line, enter in the procedure name. (i.e. NEW_HIRE)\\
1. In the Command line, enter in the procedure name. (i.e. NEW_HIRE)\\
At line 88 changed 3 lines
**Next – allows the user to go to the next step in the procedure
**Cancel – Reverts all changes entered
**Finish – Commits all changes entered
**Next – allows the user to go to the next step in the procedure and commits the changes on that page
**Finish – Ends the Procedure
At line 108 added 2 lines
!!Suspending a Procedure
If the user clicks on the 'Finish' button before completing all steps in the procedure, they will be prompted with a dialog to Suspend their procedure to complete it at a later time. If they choose 'SUSPEND', a message indicating that their progress was saved successfully and the procedure can be re-launched at any time from their Outstanding Workflow Tasks.
At line 111 added 3 lines
To re-launch the procedure, the User can navigate to the IMUWFL screen in Admin or to the WEETSK_SPLASH in Self Service, and choose to launch the Procedure, just as they would any other Workflow form. The procedure wizard should open to the last step they were on, with the correct subject in focus on the form, as well as the Header (if one exists). The Navigation check list on the left-hand-side should indicate the steps already completed.
* Screens added - Manager screen (WMMSD) to view/manage Procedures assigned to employees & Assign new Procedures via dialog (MASPROC).
* Option to launch Procedure at login is also available.
At line 95 removed 2 lines
[{If var='loginstatus' contains 'authenticated'
At line 98 changed 2 lines
![Discussion|Edit:Internal.HOW TO DEFINE USER PROCEDURES]
[{InsertPage page='Internal.HOW TO DEFINE USER PROCEDURES' default='Click to create a new discussion page'}]
![Notes|Edit:Internal.USER PROCEDURES]
[{InsertPage page='Internal.USER PROCEDURES' default='Click to create a new notes page'}]
At line 101 removed one line
}]
This page (revision-55) was last changed on 26-Nov-2021 10:22 by kparrottTop