Approval Framework

Approval Framework Preface

This preface provides an overview of the Approval Framework PeopleBook.

PeopleSoft Approval Framework

Many daily tasks are part of a larger process that involves several steps and people working together. The term workflow refers to this process, which could encompass, for example, the approval of a purchase requisition or a job change request form. To facilitate this type of multiuser process, the PeopleSoft product can automatically trigger workflow notifications to inform the next approver in the process of work awaiting them.

The PeopleSoft Approval Framework is a specialized application used for defining and configuring approvals. Approval Framework enables you to configure approval processes using existing components without writing code.

This PeopleBook provides you with information to customize the approval processing of components that leverage the Approval Framework.

Many PeopleSoft applications are delivered with predefined approval processes. However, additional, essential information describing the setup and design of your system resides in companion documentation. The companion documentation consists of important topics that apply to many or all Oracle's PeopleSoft applications across the PeopleSoft product lines. You should be familiar with the contents of the PeopleBooks that apply to your organization contained within the following PeopleSoft product lines:

PeopleSoft Enterprise Financials and Supply Chain Management (FSCM) PeopleBooks
PeopleSoft Enterprise Human Capital Management (HCM) PeopleBooks
PeopleSoft Enterprise Customer Relationship Management (CRM) PeopleBooks
PeopleSoft Enterprise Performance Management (EPM) PeopleBooks

PeopleBooks and the Online PeopleSoft Library

A companion PeopleBook called PeopleBooks and the Online PeopleSoft Library contains general information, including:

Understanding the PeopleSoft online library and related documentation.
How to send PeopleSoft documentation comments and suggestions to Oracle.
How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates.
Understanding PeopleBook structure.
Typographical conventions and visual cues used in PeopleBooks.
ISO country codes and currency codes.
PeopleBooks that are common across multiple applications.
Common elements used in PeopleBooks.
Navigating the PeopleBooks interface and searching the PeopleSoft online library.
Displaying and printing screen shots and graphics in PeopleBooks.
How to manage the PeopleSoft online library including full-text searching and configuring a reverse proxy server.
Understanding documentation integration and how to integrate customized documentation into the library.
Glossary of useful PeopleSoft terms that are used in PeopleBooks.

Common Elements Used in This PeopleBook

Business Unit	An identification code that represents a high-level organization of business information. You can use a business unit to define regional or departmental units within a larger organization.
Description	Free-flow text up to 30 characters.
Effective Date	Date on which a table row becomes effective; the date that an action begins. For example, if you want to close out a ledger on June 30, the effective date for the ledger closing would be July 1. This date also determines when you can view and change the information. Pages or panels and background processes that use the information use the current row.
Language or Language Code	The language in which you want the field labels and report headings of the reports to print. The field values appear as you enter them. Language also refers to the language spoken by an employee, applicant, or nonemployee.
Process Frequency (group box)	Designates the appropriate frequency in the Process Frequency group box: Process Once executes the request the next time the batch process runs. After the batch process runs, the process frequency is automatically set to Don't Run. Always Process executes the request every time the batch process runs. Don't Run ignores the request when the batch process runs.
Process Monitor	This link takes you to the Process List page, where you can view the status of submitted process requests.
Report ID	The report identifier.
Report Manager	This link takes you to the Report List page, where you can view report content, check the status of a report, and see content detail messages (which show you a description of the report and the distribution list).
Request ID	A request identification that represents a set of selection criteria for a report or process.
Run	This button takes you to the Process Scheduler request page, where you can specify the location where a process or job runs and the process output format.
SetID	An identification code that represents a set of control table information or TableSets. A TableSet is a group of tables (records) necessary to define your organization’s structure and processing options.
Short Description	Free-flow text up to 15 characters.
Status	the options in this field are Active or Inactive. By linking status and effective date, you can retain historical information and plan future implementation. For auditing purposes, PeopleSoft encourages inactivating data that is no longer in use instead of deleting it.
User ID	The system identifier for the individual who generates a transaction