Delivered Workflows for Student FinancialsThis appendix discusses delivered workflows for Student Financials.
See Also
PeopleTools PeopleBook: Workflow Technology
PeopleTools PeopleBook: PeopleSoft Applications User's Guide
Delivered Workflows for Student FinancialsThis section discusses Student Financials workflows. The workflows are listed alphabetically by workflow name.
Corporate Collection WorklistThis section discusses the Corporate Collection workflow.
Description
|
Event Description |
Assign Corporation to Worklist |
|
Action Description |
Create a worklist entry for Collector (using User ID or Role). |
|
Notification Description |
Worklist |
Workflow Objects
|
Event |
SSF_COLLECTION_ORG_CI |
|
Workflow Action |
Automatic |
|
Role |
Query: Roleuser by Oprid Qry (if by User ID) [ROLE] Roleuse SSF Collector (if by Role) |
|
Email Template (or notification vehicle) |
Worklist record = COLLECT_WL and PSWORKLIST |
|
Business Process |
PROCESS_ORG_COLLECTIONS |
|
Business Activity |
Create Org Collections (if by User ID) Create Org Role Collections (if by Role) |
|
Business Event |
Create Worklist |
Customer Collection WorklistThis section discusses the Customer Collection workflow.
Description
|
Event Description |
Assign Customers to Worklist. |
|
Action Description |
Create a worklist entry for a Collector (using User ID or Role). |
|
Notification Description |
Worklist |
Workflow Objects
|
Event |
SSF_COLLECTION_CI |
|
Workflow Action |
Automatic |
|
Role |
Query: Roleuser by Oprid Qry (if by User ID) [ROLE] Roleuse SSF Collector (if by Role) |
|
Email Template (or notification vehicle) |
Worklist record = COLLECT_WL and PSWORKLIST |
|
Business Process |
Process Collections |
|
Business Activity |
Create Collections Worklist (if by User ID) CREATE_COLLECTIONS_BY_ROLE (if by Role) |
|
Business Event |
Create Worklist |
Department Receipt ApprovalThis section discusses the Department Receipt Approval workflow.
Description
|
Event Description |
Department Receipt Approval |
|
Action Description |
Create Worklist entry for Department Receipt Approval |
|
Notification Description |
Worklist |
Workflow Objects
|
Event |
No component interface for Receipt approval |
|
Workflow Action |
Automatic |
|
Role |
Query: Roleusers by Rolename query |
|
Email Template (or notification vehicle) |
Worklist Record – CSH_DEPT_WL |
|
Business Process |
DEPT_RCPT_APPROVAL |
|
Business Activity |
Approve Department Receipts |
|
Business Event |
Send For Approval |
Group Posting ApprovalThis section discusses the Group Posting Approval workflow.
Description
|
Event Description |
Group Posting Approval |
|
Action Description |
Create Worklist entry for Group Approval |
|
Notification Description |
Worklist |
Workflow Objects
|
Event |
SSF_GRP_APPR_CI |
|
Workflow Action |
Automatic |
|
Role |
Query: Roleusers by Rolename query |
|
Email Template (or notification vehicle) |
Worklist Record - GROUP_WL |
|
Business Process |
GROUP_APPROVAL |
|
Business Activity |
Approve Group |
|
Business Event |
Send For Approval |
Refund ApprovalThis section discusses the Refund Approval workflow.
Description
|
Event Description |
Generate Refund Approval |
|
Action Description |
Send Approval |
|
Notification Description |
Worklist |
Workflow Objects
|
Event |
SSF_RFNDAPPR_CI |
|
Workflow Action |
Automatic |
|
Role |
Query: Roleuser RF by RoleName |
|
Email Template (or notification vehicle) |
Worklist Record - REFUND_WL |
|
Business Process |
REFUND_APPROVAL |
|
Business Activity |
Approve Refund |
|
Business Event |
Send For Approval |