Using Fluid Approvals to Approve Member Participation in Matrix Teams

This topic describes how to approve matrix team participation requests using Fluid Approvals.

Fluid Approvals supports the following matrix team approval transaction types:

  • Add Member: When a new team member is added to the team by the team owner.

  • Change Duration: When team owner submits a request for a change in duration for an existing team member.

See also Using PeopleSoft Fluid User Interface Self-Service Approval Transactions.

Page Name

Definition Name

Usage

Pending Approvals - Matrix Team Page

EOAWMA_TXNHDTL_FL

Take action on matrix team requests.

Team Details Page

HRMH_APPR_DET_FL

Review additional matrix team details.

Use the Pending Approvals - Matrix Team page (EOAWMA_TXNHDTL_FL) to take action on matrix team requests.

Navigation:

On the Manager Self Service home page, click the Approvals tile to access the Pending Approvals page. Then click a Matrix Team transaction row on the Pending Approvals page.

This example illustrates the fields and controls on the Pending Approvals - Matrix Team page.

Pending Approvals - Matrix Team 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

Description

Approve and Deny

Use these buttons to take action on the requested approval.

Summary

The summary fields on this page provide information about the transaction you are being asked to approve. Depending on the type of matrix team approval request, Add Member or Change Duration, the page will show either team information or the member’s start and end times associated with the team. These fields correspond to the same-named fields that were entered or updated on the Matrix Team Page or Member Details Page.

Additional Information

Field or Control

Description

Team Details

Click this link to access the Team Details Page, where you can review team specifications, such as the team type, description, and team type configuration.

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 Team Details page (HRMH_APPR_DET_FL) to review additional matrix team details.

Navigation:

Click the Team Details item row on the Pending Approvals - Matrix Team page.

This example illustrates the fields and controls on the Team Details page.

Team Details page

The fields on this page correspond to the same-named fields on the Matrix Team Page and Setup Matrix Types Page.