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Oracle E-Records Implementation Guide
Release 12.1
Part Number E13700-04
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E-record Signature Flows

There are two different types of signature flows - online and deferred. The online process forces all signatures to take place at the same time before the event can continue. The deferred process lets you move on without all signatures in place. The following is a flow of the two different types of processes, using the OPM Item Creation process as an example.

This chapter covers the following topics:

Online Flow

Following is the procedure for the online flow using Item Creation:

  1. Enter a new item.

  2. Save the new item.

  3. Select Approve New Item from the Action menu. A dialog box displays notifying you that the item must be approved.

    1. Click OK. The process is incomplete and a message displays that the Electronic Signature Process abnormally terminated.

    2. Leave the dialog box, and continue to the approval windows. The List of Signers window appears.

  4. If the Ad Hoc signer functionality is enabled, then you can add, remove, or reorder signers at this time.

  5. Begin the approval process in the order the approvers are set for by clicking the Sign button.

  6. For each approver, the electronic record displays. Enter the reason, signers comments, and signature type. In addition, you can see the response history for all previous approvers.

  7. Select a notification response.

    1. If Cancel is selected, then the previous window displays.

    2. If Reject or approve are selected, then the Signers Confirmation window displays.

  8. Enter your username and password.

    1. If Cancel is selected, the previous window displays.

    2. If Submit is selected, the approval is complete, and the Signers List page displays for the approval process to continue. If the submission is a rejection, then the process stops. The confirmation page displays, whereby you click OK to close the browser and go back to the Items window.

  9. Once all approvals are complete, click Submit.

    1. A message displays that the online process is complete.

  10. If the signature process is not complete, then a message displays that the signature process is not complete because this is an online event. You can either click Yes to stop the process, close the browser, and complete at a later time, or click No, and complete the process.

  11. Once the process is complete, close the browser.

  12. Click OK to the dialog box on the Items window.

Deferred Flow

Following is the procedure for the deferred flow using Item Creation:

  1. Enter a new item.

  2. Save the new item.

  3. Select Approve New Item from the Action menu. A dialog box displays notifying you that the item must be approved.

    1. Click OK. The process is incomplete and a message displays that the Electronic Signature Process has been abnormally terminated.

    2. Leave the dialog box, and continue to the approval windows. The List of Signers window appears.

  4. If the Ad Hoc signer functionality is enabled, then you can add, remove, or reorder signers at this time.

  5. Begin the approval process in the order the approvers are set for by clicking the Sign button.

  6. For each approver, the electronic record displays. Enter the reason, signers comments, and signature type. In addition, you can see the response history for all previous approvers.

  7. Select a notification response.

    1. If Cancel is selected, then the previous window displays.

    2. If Reject or Confirm are selected, then the Signers Confirmation window displays. If Reject is selected, then an email is sent to the requestor and all subsequent signers that a rejection has occurred.

  8. Enter your username and password.

    1. If Cancel is selected, then the previous window displays.

    2. If Submit is selected, then the approval is complete, and the Signers List page displays for the approval process to continue. If the submission is a rejection, then the process stops, you must close the browser, and go back to the Items window.

  9. Click Submit.

    1. If the signature process is complete, then a message displays that the online process is complete.

    2. If the signature process is not complete, then a message displays that for this event deferred is allowed, and notifications are sent to all approvers. Based on the profile options EDR: Workflow Notification Timeout (in Hours) and EDR: Workflow Notification Timeout Interval, reminders are sent out over a period of time until they are terminated.

  10. Close the browser.

  11. Click OK to the dialog box on the Items window. The item remains pending.

  12. If you receive an email notification, then click to the approval window from the e-mail. You will not see the list of approvers, only the approval information you must complete.

Oracle Applications Framework Signature Confirmation

Events that run from the Oracle Applications framework technology complete the same online and deferred signing paths as the forms-based events. But, there is an additional confirmation window to comply with the framework standards.

At the end of either an online or deferred signature, a Confirmation window displays This window has information that includes the name of the event, the e-record ID, the identifier, the identifier value, and the current status of the e-record. Verify that the information is correct and click OK to complete the signing process.