Delivered Workflows for Student Financials
This section discusses Student Financials workflows. The workflows are listed alphabetically by workflow name.
See:
PeopleTools: Workflow Technology
PeopleTools: Applications User's Guide
This 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
This 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
This 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
This 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
This 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