If Process Management is enabled for any scenario in the application, the application administrator must assign specific security roles to each individual user. An administrator can assign one or more security roles to users. See the Oracle Hyperion Financial Management Administrator’s Guide.
To start Process Management, you must be assigned the Review Supervisor security role. After the Review Supervisor starts a process unit and promotes it to First Pass status, other users can review it, enter or change data, and promote it to the next level. If you have the Submitter security role, you can also skip levels of review and promote the data to the Submitted status.
You can have up to 12 security roles in an application.
Table 24. Process Management Security Roles
You have access rights to start a process unit that allows input to the entity’s data, and can approve and publish the data. To promote or reject a process unit, the Review Supervisor may also need the Reviewer 1-10 role, depending on the process level. See Process Levels. | |
You can move the process unit to the final stage of the review process so that it is ready for approval. Although the default action is to promote the process unit to the next level, a Submitter can omit many levels of review and go to the last process level (Submitted) before final approval. | |
You cannot promote a process unit because there is no next level available. To move the process unit to the Submitted level for final approval, you must be a Submitter. You can reject a process unit. | |
You can promote a process unit to the next level or reject it. See Process Levels. |