Distribution Adjustments Approval Notification Workflow Process

Overview

Labor Distribution uses Oracle Workflow to define and implement the distribution adjustments approval process.

Workflow features include the following:

Oracle Workflow Builder, a graphical tool that allows users to create business process definitions
Workflow Engine, which implements process definitions at runtime
Notification System, which sends notifications and processes responses in a workflow

Workflow functionality in Labor Distribution automatically routes distribution adjustments approval notifications throughout the organization and delivers electronic notifications to users regarding distribution adjustments that require their attention or processes that are completed.

Use Oracle Workflow Builder to customize workflows or to create new workflows. For information on Workflow, see Overview of Oracle Workflow for Developers, Oracle Workflow Developer's Guide.

The PSP Distribution Adjustments Approval Item Type

Several Workflow attributes are associated with the PSP Distribution Adjustments Approval item type that reference information in the application tables. The attributes are used and maintained by function activities as well as notification activities throughout the process.

Table 1 describes the attributes associated with PSP Distribution Adjustments Approval.

Attributes Associated with the PSP Distribution Adjustments Approval Item Type
Display Name	Description	Type	Length/Format/Lookup Type
Batch Name		Text
Employee Person ID		Number
Employee Display Name		Text	240
Assignment		Text
Element		Text
Begin Date		Date
End Date		Date
Distribution Adjustment	form	Form
Creator UserName		Text	100
Creator Display Name		Text	240
Approver UserName		Text	100
Approver Display Name		Text	240
Note		Text
Time Out	time out for approver to approve

Distribution Adjustments Approval Workflow Diagram

Figure 1 shows the distribution adjustments approval nodes as described in the accompanying text.

Distribution Adjustments Approval Workflow Diagram

the picture is described in the document text

Distribution Adjustments Approval Workflow Process

This section describes the Distribution Adjustments Approval Workflow process.

Start (Node 1)

Table 2 describes a standard function activity that marks the start of the Distribution Adjustments Approval process.

Start (Node 1)
Function	Result Type	Prerequisite Activities
WF_STANDARD.NOOP	None	None

Omit Approval (Node 2)

Table 3 describes a function activity that checks to see whether an approver is required for the distribution adjustment. The system default is No. To customize this activity, use the PL/SQL stored procedure PSP_WF_ADJ_CUSTOM.OMIT_APPROVAL_CUSTOM.

Omit Approval (Node 2)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.OMIT_APPROVAL	Yes/No	Start

Select Approver (Node 3)

Table 4 describes a function activity that searches for the approver if an approver for the distribution adjustment is required. To customize this activity, use the PL/SQL stored procedure PSP_WF_ADJ_CUSTOM.SELECT_APPROVER_CUSTOM.

Select Approver (Node 3)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.SELECT_APPROVER	Found/Not Found or Notify Creator: Returned with Comments or Notify Creator: No Response	Omit Approval

Notify Approver: Approval Required (Node 4)

Table 5 describes an activity, which notifies the approver that approval for a distribution adjustment is required.

Notify Approver: Approval Required (Node 4)
Message	Result Type	Prerequisite Activities
To Approver: Approval Required	Approval	Select Approver

Get Final Approver [Approved] (Node 5)

Table 6 describes a function activity, which searches for the final approver’s name if the distribution adjustment is approved.

Get Final Approver [Approved] (Node 5)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.GET_APPROVAL_RESPONDER	None	Notify Approver: Approval Required

Record Approver (Node 6)

Table 7 describes a function activity that updates the database to approved with the approver identifier.

Record Approver (Node 6)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.RECORD_APPROVER	None	Get Final Approver

Notify Creator: Approved (Node 7)

Table 8 describes an activity, which notifies the creator that the distribution adjustment is approved.

Notify Creator: Approved (Node 7)
Message	Result Type	Prerequisite Activities
To Creator: Approved	None	Record Approver

End (Node 8)

Table 9 describes a function activity, which marks the end of the process.

End (Node 8)
Function	Result Type	Prerequisite Activities
WF_STANDARD.NOOP	None	Notify Creator: Approved

Record Creator as Approver (Node 9)

Table 10 describes a function activity, which updates the distribution adjustment status in the database to approved with the creator as the approver identifier if the approval process is omitted. To customize this activity, use the PL/SQL stored procedure PSP_WF_CUSTOM.RECORD_CREATOR_CUSTOM.

Record Creator as Approver (Node 9)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.RECORD_CREATOR	None	Omit Approval

Notify Creator: No Approval Required (Node 10)

Table 11 describes an activity, which notifies the distribution adjustment creator that no approval is required for the adjustment.

Notify Creator: No Approval Required (Node 10)
Function	Result Type	Prerequisite Activities
To Creator: No Approval Required	None	Record Creator as Approver

End (Node 11)

Table 12 describes a function activity that marks the end of the process.

End (Node 11)
Function	Result Type	Prerequisite Activities
WF_STANDARD.NOOP	None	Notify Creator: No Approval Required

Notify Creator: No Approver Found (Node 12)

Table 13 describes an activity, which notifies the creator that no approver was found.

Notify Creator: No Approver Found (Node 12)
Message	Result Type	Prerequisite Activities
To Creator: No Approver Found	Decision	Select Approver

Undo Distribution Adjustment (Node 13)

Table 14 describes a function activity, which reverts distribution adjustments to their original state.

Undo Distribution Adjustment (Node 13)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.UNDO_DISTRIBUTION_ADJUSTMENT	None	Notify Creator: No Approver Found

End (Node 14)

Table 15 describes a function activity that marks the end of the process.

End (Node 14)
Function	Result Type	Prerequisite Activities
WF_STANDARD.NOOP	None	Undo Distribution Adjustment

Notify Creator: No Response [Timeout] (Node 15)

Table 16 describes an activity, which notifies the distribution adjustment creator that there is no response to the distribution adjustment notification if the adjustment is not approved, rejected, or returned with comments within a specified period of time. The measure of time is in days and the default value is 0, which means no timeout.

Notify Creator: No Response [Timeout] (Node 15)
Message	Result Type	Prerequisite Activities
To Creator: No Response	Decision	Notify Approver: Approval Required

Undo Distribution Adjustment (Node 16)

Table 17 describes a function activity, which reverts distribution adjustment to its original state.

Undo Distribution Adjustment (Node 16)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.UNDO_DISTRIBUTION_ADJUSTMENT	None	Notify Creator: No Response

End (Node 17)

Table 18 describes a function activity that marks the end of the process.

End (Node 17)
Function	Result Type	Prerequisite Activities
WF_STANDARD.NOOP	None	Undo Distribution Adjustment

Get Final Approver [Return with Comments] (Node 18)

Table 19 describes a function activity, which searches for the final approver if the distribution adjustment is returned with comments.

Get Final Approver [Return with Comments] (Node 18)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.GET_APPROVAL_RESPONDER	None	Notify Approver: Approval Required

Notify Creator: Returned with Comments (Node 19)

Table 20 describes an activity, which notifies the creator that the distribution adjustment is returned with comments.

Notify Creator: Returned with Comments (Node 19)
Message	Result Type	Prerequisite Activities
To Creator: Returned with Comments	Decision	Get Final Approver

Undo Distribution Adjustment (Node 20)

Table 21 describes a function activity, which reverts distribution adjustment to its original state.

Undo Distribution Adjustment (Node 20)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.UNDO_DISTRIBUTION_ADJUSTMENT	None	Notify Creator: Returned with Comments

End (Node 21)

Table 22 describes a function activity that marks the end of the process.

End (Node 21)
Function	Result Type	Prerequisite Activities
WF_STANDARD.NOOP	None	Undo Distribution Adjustment

Get Final Approver [Rejected] (Node 22)

Table 23 describes a function activity, which searches for the final approver if a distribution adjustment is rejected.

Get Final Approver [Rejected] (Node 22)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.GET_APPROVAL_RESPONDER	None	Notify Approver: Approval Required

Notify Creator: Rejected (Node 23)

Table 24 describes an activity, which notifies the distribution adjustment creator that the distribution adjustment is rejected.

Notify Creator: Rejected (Node 23)
Message	Result Type	Prerequisite Activities
To Creator: Rejected	None	Get Final Approver

Undo Distribution Adjustment (Node 24)

Table 25 describes a function activity, which reverts distribution adjustments to its original state.

Undo Distribution Adjustment (Node 24)
Function	Result Type	Prerequisite Activities
PSP_WF_ADJ_PKG.UNDO_DISTRIBUTION_ADJUSTMENT	None	Get Final Approver

And (Node 25)

Table 26 describes a function activity that completes when the Notify Creator: Rejected and the Undo Distribution Adjustment branches converge.

And (Node 25)
Function	Result Type	Prerequisite Activities
WF_STANDARD.AND JOIN	None	Notify Creator: Rejected and Undo Distribution Adjustment

End (Node 26)

Table 27 describes a function activity that marks the end of the process.

End (Node 26)
Function	Result Type	Prerequisite Activities
WF_STANDARD.NOOP	None	Notify Creator: Rejected and Undo Distribution Adjustment

Customizing Distribution Adjustments Approval Workflow Process

This section describes how the Distribution Adjustments Approval Workflow process can be customized.

Required Modifications

No modifications are required to run the Distribution Adjustments Approval Workflow process.

Optional Customizations

Users can perform the following tasks relative to optional customizations:

Users can create new messages. Messages are used for notification activities in the workflow process.
Users can create new notifications and notification activities and can modify the workflow process to accommodate these new activities.
Users can omit the approval step in the Distribution Adjustments Approval Workflow process.
- If organizations elect to omit the approval step, no Oracle Workflow notification is sent requesting distribution adjustment approval, but users must set p_omit_approval to Y in procedure PSP_WF_ADJ_CUSTOM.OMIT_APPROVAL_CUSTOM, which is in file PSPWFACB.pls.
- When the distribution adjustment creator is the same person as the distribution adjustment approver, no Oracle Workflow notification is sent to the approver. When this circumstance applies, users must write code in the PSP_WF_ADJ_CUSTOM.OMIT_APPROVAL_CUSTOM function to omit the approval process.