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9 Common Applications Configuration: Define Approval
Management
This chapter contains the following:
Approval Management: Highlights
Approval Management: Highlights
Use approval management to determine the policies
that apply to approval workflows for particular business objects such as expense reports. For example,
you can specify levels of approval for expense reports over a particular
amount, to reflect your own corporate policies. You also determine
the groups of users who act on these workflow tasks, for example,
the chain of approvers for expense reports.
Approval management is fully described in the Oracle
Fusion Middleware Modeling and Implementation Guide for Oracle Business
Process Management. Though the concepts described there apply also
to Oracle Fusion Applications, the only setup relevant to Oracle Fusion
Applications involves approval groups and task configuration. Customization
of approval workflows themselves is described in the Oracle Fusion
Applications Extensibility Guide.
Overview
- Approval management is an extension of the human
workflow services of Oracle SOA Suite. Refer to the Oracle Fusion
Middleware Modeling and Implementation Guide for Oracle Business Process
Management.
See: Introduction to Approval Management
See: Understanding Approval Management Concepts
Approval Groups and Task Configuration
- An approval group consists of a name and a predefined
set of users configured to act on a task in a certain pattern. Refer
to the Oracle Fusion Middleware Modeling and Implementation Guide
for Oracle Business Process Management.
See: Administering Approval Groups
- Task configuration involves managing policies that
control approval flows. Refer to the Oracle Fusion Middleware Modeling
and Implementation Guide for Oracle Business Process Management.
See: Using Task Configuration
- To configure a predefined approval policy, select
the predefined rule set and click the Edit task icon button.
- To disable a predefined rule set, select the Ignore
this participant check box for that rule set.
- To edit the rules within a predefined rule set, you can insert, update, or delete from the seeded rules
as needed while in edit mode.
- You can configure a specific rule to automatically
approve without being sent to any approver. Modify the routing for
that rule so that it is sent to the initiator (which means the requestor
is the approver), set the Auto Action Enabled option to True, and
enter APPROVE in the Auto Action field.
Customization
- You can optionally customize predefined approval
workflows, for example add post-approval activities or additional
stages. Refer to the Oracle Fusion Applications Extensibility Guide.
See: Customizing and Extending SOA Components