Approval Framework

Using the Notification and Escalation Manager

This chapter provides an overview of notification and escalation and discusses how to:

Associate events to a server.
Set up an escalation event.
Set up a notification and escalation manager (NEM).

Understanding Notification and Escalation Manager

Notification and Escalation Manager (NEM) is a mechanism used to process notifications and escalations on a specified interval.

For example, escalations are used when an approver has not responded within a specified time period to a transaction that is pending approval. You can specify the time period (timeout) and you can specify alternate approvers to whom to notify and escalate the approval for further action. Timeout options are defined on the Approval Path Definition page.

Pages Used to Set Up the Notification and Escalation Manager

Page Name	Definition Name	Navigation	Usage
Event Types	EOAW_NEM_EVENTS	Enterprise Components, Approvals, Notification and Escalations , Events	Associate events to a server.
Notification and Escalations	EOAW_NEM_SETUP	Enterprise Components, Approvals, Notification and Escalations , Notifications and Escalations	Set up an escalation event and define the evaluation and action details.
Event Status	EOAW_NEM_STATUS	Enterprise Components, Approvals, Notification and Escalations, Status	Check status of notification.
Schedule JobSet Definitions	SCHDLDEFN	PeopleTools, Process Scheduler, Schedule JobSet Definitions	Set up a NEM to define the job to run, and how often you want it to run.

Associating Events to a Server

Access the Event Type page (Enterprise Components, Approvals, Notification and Escalations, Events).

Event Type

Select an event type. PeopleSoft applications deliver some event types, such as ESCALATION_EVENT and APPROVALACTIVITYEMAIL,

Server Name

Select the server on which to run the notification.

Setting Up an Escalation Event

Access the Notification and Escalations page (Enterprise Components, Approvals, Notification and Escalations, Notification and Escalations).

Event Type

The server information that was entered on the Event Type page.

Event Types Description

The value entered in the Description field on the Events Type page.

Active

Select to enable the escalation process.

Recurrence

Enter a time interval at which to run the evaluation process.

Repeat Time

Enter a time period to limit the number of times the action step is run.

Evaluation Type

Select a method for evaluation. Possible values are:

PeopleCode: Select if you are using a custom application package or class written using PeopleSoft Application Designer.

Query Object: Select if you are using a query set up using the PeopleSoft Query Manager tool.

SQL View: Select if you are using a record object created using the PeopleSoft Application Designer.

Note. For escalations, the evaluation type should be SQL View.

Name

Displays the name of the query object or SQL view, depending on which is selected as the evaluation type.

Action Type

Select an action:

PeopleCode: Select if you are using a custom application package or class written using the PeopleSoft Application Designer.

Email: Enter an email address and notification template.

Note. For escalations, the action type should be PeopleCode.

Package

Select the application package that contains the escalation utility.

Note. For escalations, the package should be EOAW_CORE .

Class

For escalations, select Escalator.

Setting Up a NEM

Access the Schedule JobSet Definitions page (PeopleTools, Process Scheduler, Schedule JobSet Definitions).

Schedule Name

Select EOAW_NEM for the notification and escalation manager.

Job Name

Select NEM_MAIN for the notification and escalation manager.

Status

Select Active for the notification and escalation manager.

Run Control ID

Enter the run control that has the run configuration desired.

Recurrence Name

Enter a value that specifies how often the process runs.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft Process Scheduler, Defining Jobs and JobSets.

Event Type	Select an event type. PeopleSoft applications deliver some event types, such as ESCALATION_EVENT and APPROVALACTIVITYEMAIL,
Server Name	Select the server on which to run the notification.

Event Type	The server information that was entered on the Event Type page.
Event Types Description	The value entered in the Description field on the Events Type page.
Active	Select to enable the escalation process.
Recurrence	Enter a time interval at which to run the evaluation process.
Repeat Time	Enter a time period to limit the number of times the action step is run.
Evaluation Type	Select a method for evaluation. Possible values are: PeopleCode: Select if you are using a custom application package or class written using PeopleSoft Application Designer. Query Object: Select if you are using a query set up using the PeopleSoft Query Manager tool. SQL View: Select if you are using a record object created using the PeopleSoft Application Designer. Note. For escalations, the evaluation type should be SQL View.
Name	Displays the name of the query object or SQL view, depending on which is selected as the evaluation type.
Action Type	Select an action: PeopleCode: Select if you are using a custom application package or class written using the PeopleSoft Application Designer. Email: Enter an email address and notification template. Note. For escalations, the action type should be PeopleCode.
Package	Select the application package that contains the escalation utility. Note. For escalations, the package should be EOAW_CORE .
Class	For escalations, select Escalator.

Schedule Name	Select EOAW_NEM for the notification and escalation manager.
Job Name	Select NEM_MAIN for the notification and escalation manager.
Status	Select Active for the notification and escalation manager.
Run Control ID	Enter the run control that has the run configuration desired.
Recurrence Name	Enter a value that specifies how often the process runs.