Using Fluid Approvals to Approve Documents
This topic describes how to approve documents using Fluid Approvals.
See Also Using PeopleSoft Fluid User Interface Self-Service Approval Transactions
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
EOAWMA_TXNHDTL_FL |
Approve a document. |
|
|
EP_APPR_MAIN1 |
Review document details before taking any approval action. |
Use the Pending Approvals - Performance page (EOAWMA_TXNHDTL_FL) to approve a document.
Navigation
On the Manager Self Service home page, click the Approvals tile to access the Pending Approvals page. Then click a performance document entry on the Pending Approvals page.
Image: Pending Approvals - Performance Page
This example illustrates the fields and controls on the Pending Approvals - Performance page.
Approval Options
The approval options on this page are common to all fluid approval transactions, as described in the documentation for the Pending Approvals - <Transaction Details> Page.
|
Field or Control |
Definition |
|---|---|
| Approve and Deny |
Use these buttons to take action on the requested approval. |
| Approver Comments |
Enter any comments related to the approval action you take. |
| Approval Chain |
Click this item to open the Approval Chain page, where you can review information about all approvers for the transaction. |
Performance Summary
This section displays the summary information of the document pending approval.
|
Field or Control |
Definition |
|---|---|
| View Performance Detail |
Click to access to the Evaluation - Pending Approval Page to review document details before taking any approval action. |
Use the Evaluation – Pending Approval page (EP_APPR_MAIN1) to review document details.
Navigation
Click the View Performance Detail link on the Pending Approvals - Performance page.
Image: Evaluation - Pending Approval page
This example illustrates the fields and controls on the Evaluation - Pending Approval page.
Use this page to review the document before taking any approval action, if needed.