Using Fluid Approvals to Approve Position Data
This topic describes how to approve dotted line requests using Fluid Approvals.
Fluid Approvals supports the following Position Management approval transaction types:
Create Position: When a requestor has created a new position.
Manage Position: When a requestor has updated an existing position.
For using the common Pending Approvals and Approvals History pages, see also Using PeopleSoft Fluid User Interface Self-Service Approval Transactions.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Pending Approvals - Create Position Page or Pending Approvals - Manage Position Page |
EOAWMA_TXNHDTL_FL |
Review and take action on position-related requests. |
|
POSITION_VIEW_FL |
View a complete summary of the position details by effective date. |
|
|
POSITION_ATT_SCF |
View attachments linked to a position request |
Use the Pending Approvals - Create Position page or Pending Approvals - Manage Position page (EOAWMA_TXNHDTL_FL) to review and take action on position-related requests.
Navigation
Click the Approvals tile on the Manager Self-Service home page or the Notifications button in the Oracle banner to access the Pending Approvals page. Then click a Create Position or Manage Position transaction row on the Pending Approvals page.
Image: Pending Approvals - Create Position Page
This example illustrates the fields and controls on the Pending Approvals - Create Position page.
Image: Pending Approvals - Manage Position Page
This example illustrates the fields and controls on the Pending Approvals - Manage Position 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 , Deny, and Pushback |
Use these buttons to take action on the requested approval. |
Proposed Changes Section
Use this section to view summary information identifying each position field that was updated in the transaction that you are being asked to approve. The section will show changes requested for the position. For example, the preceding Manage Position screen shot displays an example of a transaction that shows three position fields that have been changed.
Additional Details Section
|
Field or Control |
Definition |
|---|---|
| View Position Details |
Click this link to access the View Position Page where you can review details about the position. Note: The approver must have access to the Position View page to review this information. |
Attachment Details Section
|
Field or Control |
Definition |
|---|---|
| Attachments |
Click this item to open the Attachments Page, where you can review the attachment associated with this position. |
Approver Comments and Approval Chain Sections
|
Field or Control |
Definition |
|---|---|
| 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. |
Use the Attachments page (POSITION_ATT_SCF) to view attachments linked to a position request.
Navigation
Click the Attachments item row on the Pending Approvals - Create Position page or Pending Approvals - Manage Position page.
Image: Attachments Page
This example illustrates the Attachments page.
Click the Attachments link to download and view an attachment using fluid. Note that attachments are not accessible from the classic pages.
The following video provides an overview and demonstration of the Fluid Attachment framework: