Understanding Tasks in the Approval Framework

This section details the steps to implement and use Approval Framework. It describes tasks that application developers, business analysts, and end users perform in conjunction with Approval Framework.

To implement and use Approval Framework:

1. Application developers register information with the Approval Framework by using the Register Transactions page.

2. Functional business analysts define the approval process definition for an application transaction.

   Essentially, analysts determine the approval transaction registry entry on which the process definition is to be based and then define the details of the process. The approval process definition includes definitions of stages, paths, steps, and criteria.

3. Requesters submit a transaction for approval.

   This action launches the approval process. The Approval Framework reads the approval process definition and queues the transaction for approvers.

4. The system queues an approval task to an approver or reviewer using email notification, worklist entry, or both.

   The URL encoded in the worklist entry points to the corresponding approval component.

5. Approvers and reviewers take actions on transactions using the Approval Monitor. Reviewers may only add comments.

   When an error or violation of criteria or rules occurs during the approval process, the error is routed to the administrator for resolution, if there are no additional steps in the path.

   Note: The error conditions for static steps are no approvers or not enough approvers at a step.