Defining User Lists for Approval Framework

This topic discusses how to define user lists and asset owners.

Page Name

Definition Name

Usage

User List Definition Page

EOAW_USER_LIST

Define user sources for use in the AF approval process (rules).

User Profile - Roles Page

USER_ROLES

List the users that are to be requesters, or approvers for a given role that is accessed by a User List Definition within the Approval Framework.

See

Roles - Members

ROLE_MEMBER

Verify that the role name is assigned to the correct user IDs.

Asset Owner User Page

AM_OWNER_DEFN2

Assign users to asset owners. This step is required when using asset disposal.

Use the User List Definition page to define user sources for use in the AF approval process (rules).

Image: User List Definition page

This example illustrates the fields and controls on the User List Definition page. You can find definitions for the fields and controls later on this page.

User List Definition page

The approval user list defines user sources for use with steps in the approval processes (rules).

You can modify and use the delivered user list definitions or set up your own approver user list definition to accommodate your organizational needs.

PeopleSoft delivers the following User Lists for Asset Disposal.

Asset Disposal/User List Source

AMDisposalRequesters / SQL Definition

AMDisposalApprovers / Role

Supervisor by UserId / SQL Definition

Use the Asset Owner User page to assign users to asset owners. This step is required when using asset disposal.

Image: Asset Owner User Page

This example illustrates the fields and controls on the Asset Owner User page.

Asset Owner User page

The asset owner definition is required for asset disposal approval framework. When defining an asset owner user that will be used in the Approval Framework process, be sure to use an asset owner that is not considered a super user (such as MANAGER); otherwise, the disposal will be auto-approved.

See: Example of Approval Framework Setup for Asset Disposal.

For more information, see Asset Lifecycle Management, Establishing Asset Processing, Establishing Asset Ownership.