DEFINE APPROVAL PROCESSES#
The Approval Process (IDAP) allows you to set up approval requirements for different processes within Wiki .- Approval Process
- This field holds the unique user-defined name of the process. Approval_Process_Code is a 10-character alphanumeric mandatory field you must manually enter.
- Type
- This field identifies classifies the approval process to a specific type. Approval_Type is a mandatory field which you must fill from the user-defined lexicon X_APPROVAL_TYPE.
- Priority
- Each Approval Process is assigned a Priority. Using the priority different groups of employees can be processed in a specific order if required using the Where Clause. Priorty is a 5-character numeric optional field you may manually enter.
- Where Clause
- The field allows you to select a `Where Clause' which may be used to specify conditions for selecting approval process. i.e. The `Where Clause' may restrict this process to employee timesheets where the employee is in a specific Unit or Department. The values for this LOV are created in the Data Access Objects (IMDAO) screen. Where Clause from MWC_ID is a 10-character alphanumeric optional field you may either manually enter or select a value from the LOV(F9) provided.
- Start Date
- If the approval process is only to be used for a temporary time period, a Start Date may be defined.
- End Date
- If the approval process is only for a temporary time period, the End Date may be defined.
- Description
- This field allows you to enter a brief description about the process. Description is a 50-character alphanumeric optional field you may manually enter.
Approval Steps Certain transactions may require more than one level of approval before being accepted. Hence, approval processes may have one or more steps. Each step in a multi-level approval process is given a sequence number and a description. This area allows you to define the individual steps within the process and the order in which they are to take place.
- Seq #
- The sequence number indicates the order the steps within the process will be executed. Sequence is a 5-character numeric mandatory field you must manually enter
- Description
- This field allows you to enter a brief description about the step. Description is a 50-character alphanumeric mandatory field you must manually enter.
- 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 from MFN_ID is a 10-character alphanumeric optional field you may either manually enter or select a value from the LOV(F9) provided.
Approvers tab#
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.- Type
- This is a pre-defined lexicon supplied by High Line. APPROVER_TYPE is a mandatory field which you must fill from the user-defined lexicon X_APPROVER_TYPE.
- 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 as listed in the Identity field.
- Spec List of People (works with People List)
- A group of employees as identified in the Or People List field.
- Last Approvers Manager
- All Managers
- Person
- If the type of approver is listed as `Specified Person or User with Match', this field will identify that person. Person_Code from EID_ID is a 10-character alphanumeric optional field you may either manually enter or select a value from the LOV(F9) provided.
- Or People List
- If the type of approver is listed as `Spec List of People' this field will identify that list of people. Person_List from EPL_ID is a 10-character alphanumeric optional field you may either manually enter or select a value from the LOV(F9) provided.
- Where Clause
- The field allows you to select a `Where Clause' which may be used to specify conditions for selecting approvers.
- From 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 and To_Date are optional date fields you may manually enter or select a value from the calendar (F9).
- No InterWiki reference defined in properties for Wiki called "Up to Approval"!
- If the individual is part of a sequence of approvers, but has this toggle checked, they can by pass the other approvers and authorize the process directly. e.g. the approval process goes through the department manager, the assignment manager and the position manager. The position manager has `Up to Approval' checked. In this case, the position manager can approve the process without having to wait for the department or assignment manager's approval. UP_TO_APPROVAL is an optional toggle field.
- Allow Send Back
- Allow Decline
- Allow Change
Approval Record tab#
Approval actions are recorded as they are performed - approved, not approved, cancelled etc. The date/time, approver and approval action of all approvals are tracked. Employees are able to check the approval status of their transactions at any time. Administrators can see the detailed Approval Records on IDAP. This area provides information on the approvals which have been created.- Date/Time
- This field identifies when the approval was created.
- Status
- This field shows where the approval is in the process. e.g. Approved, Ready To Be Approved
- No InterWiki reference defined in properties for Wiki called "Approval Record For"!
- The individual who granted the approval will be identified in this field.
- Approval Entity Id
- This field uniquely identifies the approval within the system.
- Reference Info
- Approver Type
- The type of approver associated with the approval will be identified here.
