POSITION APPROVALS#
A user now has the option of having an approval process triggered on the position table when certain fields are changed. By cloning the IDPS, users will have the ability to specify which fields will trigger approvals and which fields will not.
In addition to approvals being generated, workflow has been added to the P2K_CM_POSITION_DETAILS table. This will allow notifications to be sent to approvers once a change has been made informing them that there is an approval record requiring an action.
Functionality#
In order to implement approvals of positions, IDPS must be extended.
- Positions will now be subject to approval if the function preference “DPS_APPRVL_REQ(System_Preference)” states it is required.
- The original IDPS will not display any positions that are in a status of “Waiting for Approval”. A new find block LOV with a where clause changed to include positions waiting approval will need to be added to the new extended form.
- Approvals on positions are driven from the position “standing” lexicon value. The lexicon associated to the column is X_STANDING_APPROVAL and its values stored in the order of a standard approval process
e.g. A new position is created with the standing of “Pending”. Once ready for review, the standing may be switched to “Waiting Approval”. - When approvals are in place, a button will be available to change the standing from “Pending” to “Waiting Approval”.
- It is suggested to secure off the “standing” column on the extended IDPS form to avoid the value from being manually changed.
- Users will not be able to select “Waiting for Approval” or “Not Approved” on the original IDPS screen; the standing can only be changed on the extended IDPS screen.
- If an extended function has the DPS_APPRVL_REQ(System_Preference) preference set up, the standing will automatically be set to pending when a new position is created. Otherwise the user is responsible for setting the standing as a default on the original IDPS screen.
Required Set Up#
In order for approvals to work on positions there is specific set up required. Please read the Position Approval Set Up page for the steps required.Limitations #
The approval process definitions of approvers will not support manager hierarchy in the case of position approvals.
