Using Fluid Approvals
Note: The page shots in this section are examples only. For application-specific behavior, please see the application-specific documentation.
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Page Name |
Definition Name |
Usage |
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EOAWMA_TXNHDTL_FL |
Review pending and historical approval requests that are associated with the user who is logged in. |
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EOAWMA_MAIN_FL |
View a list of all transactions that apply to the selected transaction category and access the respective transactions that are pending your approval |
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EOAWMA_FLTR_SCF |
Refine the results displayed in the Pending Approvals page. |
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EOAWMA_TXNHDTL_FL |
View transaction information and perform approval tasks. |
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EOAWMA_APPC_SCF |
View and add to the approval chain. |
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EOAWMA_HDRACT_SCF |
Submit or cancel your action selected for the transaction. |
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EOAWMA_TXNDTL_FL |
View line details. |
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EOAWMA_MAIN_FL |
View a list or approval transactions you have worked on in the past. |
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Approvals History - <Transaction Details> Page |
(not available) |
View details about an approval request you have already worked on. |
Use the Approval tile to access the Pending Approvals page.
Navigation:
This tile can be placed on any PeopleSoft Fluid Home page.
This example illustrates the Approvals Tile.
For information about how to add a tile to a PeopleSoft Fluid Home page, see Adding Homepages and Tiles
The tile can show the total number of pending approvals. If no pending approvals are available, the tile does not display a number count.
Use the Pending Approvals page (EOAWMA_MAIN_FL) to view a list of all transactions that apply to the selected transaction category and access the respective transactions that are pending your approval.
Navigation:
Select the Approval tile.
This example illustrates the fields and controls on the Pending Approvals page. You can find definitions for the fields and controls later on this page.
Note: Approval transactions listed for each user depends on the permission level established for the user logged in.
Notifications
You can select the Notification flag icon at the top of either the PeopleSoft Fluid or Classic pages to view alerts in a notification window.
Action Menu
You can access one of these approval views (by selecting the Action Menu drop-down option) to access either of these pages:
Pending Approvals
An approver can view transactions pending their approval under one interface, thus eliminating the need to go to several different components to look for pending approvals.
Approvals History
An approver can view approval transactions that they already worked on. This functionality enables the user to view the status of the approval request in the approval chain and view comments by individuals within the chain. Your administrator defines how far, in the past, historical approvals can be viewed.
Review Approval
An approver can review approval transactions This functionality enables the user to review the status of the approval request in the approval chain and view comments by individuals within the chain.
Administer Approval
An administer approval gives administrators a view into all approvals to which they have access, as well as the ability to take necessary actions on pending approvals. Administrators are provided access to Approval Transactions based on the Role defined as System Administrator on the Approval Process Definition page.
Pending Approvals
The Pending Approvals page can display a mixture of HCM and FSCM approvals, based on the permissions of the current user. The initial list is displayed by transaction type and the corresponding number of pending approvals.
On the left side of the page, vertical tabs group approval transaction types into categories that are defined by the View By type value selected. The All category type appears at the top of the list for all view types when there are pending transactions. Transaction categories within a View By type display a badge identifying the number of pending approvals for that transaction category. If you do not have pending approvals for a transaction category, the tab does not appear in the list.
Note: If you are using the approvals pages in portrait mode on your mobile device, the page displays an arrow on the left side of the page. Select this arrow to reveal or hide the category tabs.
Select a transaction category tab to display the pending approvals that apply to that category. When you select a transaction category, the page displays pending approvals sorted by the date on which the approval request was received, with the oldest pending approval displaying first.
The system displays View By options on the left side of the page. The system displays a summarized list of the selected View by option on the right side of the page. In the example above, a summary of all pending approvals displayed. The right side displays header information for the selected View By option (left side).
Field or Control |
Description |
|---|---|
View By |
Select a type to view a list of transactions to be approved. Options are: Date Routed, Last Operator, Priority, Type, Requester, and Type. Depending on the option selected, the options below this field change. For example, if you select Priority, the selection options below this field are High Priority, Medium Priority, Low Priority, or a combination of each depending on applicable transactions. A bubble count displays the number of transactions within each view by category. |
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Load More |
Select to display remaining transactions in chunks. The number of transactions displayed is based on the value entered on the Fluid Approval Setup - General Settings Page in Enterprise Components. This button displays the next list of transactions out of total transactions to be displayed. |
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Select the Filter icon to access the Filters Page. The Filter icon appears green when filters have been applied to your search. |
The right side of the page displays transactions that belong to the selected option on the left. Select a transaction row to access the Approval Header Detail Page.
If a transaction type category is not set up to allow mass approvals, then the page lists the approval request transactions but the action buttons do not appear. For these types of transactions, you must select the desired row to access the Approval Header Detail Page, and approve the transaction from there. Mass approvals is determined on the Mobile Approval Options - Transactions Page.
Use the Filters page (EOAWMA_FLTR_SCF) to refine the results displayed in the Pending Approvals page.
Navigation:
From the Pending Approvals page, select the Filter icon.
This example illustrates the fields and controls on the Filters page.
Each filter field provides the same options that display below the View By field on the Pending Approvals page. For example, the Type field in the page shot above provides these options: Purchase Order, Requisition Approvals, Treasury Deals, and Treasury Settlements. If there are other types of approvals for you to approve, such as Expense Reports or Journal Entries, then they are displayed as well. The list is made up of the transactions you need to approve and the View By option selected.
Field or Control |
Description |
|---|---|
Cancel |
Select to return to the Pending Approvals or Approvals History page. |
Filter |
Select to apply the filters and refine the approval request results on the Pending Approvals or Approvals History page. The Filter icon on the Pending Approvals or Approvals History page changes to green, indicating that there are filters in place. |
Use the Approval Header Detail page (EOAWMA_TXNHDTL_FL) to view transaction information and perform approval tasks.
Navigation:
From the Pending Approval page, select a transaction on the right.
This example illustrates the fields and controls on the Approval Header Detail Page. You can find definitions for the fields and controls later on this page.
Note: The title in the banner of this page changes based on the approval request selected. Fields and elements on this page also vary depending on the type of approval transaction you are reviewing.
When viewing transaction details on a phone, you must scroll down to view each section; Summary, Lines, Requester Comments, Approver Comments, and approval chain.
The buttons that are available on the page are determined by the Pending Approvals Page. Buttons can include:
Approve
Deny
Pushback
Hold
More (the page displays this button when the other buttons do not all fit on the page)
Field or Control |
Description |
|---|---|
Approve, Deny, Pushback, Hold |
Select an option for the transaction. When you select one of these buttons, the system allows you to confirm or cancel your action. |
Summary Section
The Summary section displays high-level information about the transaction. Most of this information is also displayed on the Pending Approvals page.
Lines Section
The Lines section displays a summarized list of all lines on the transaction. Select the right arrow to access line summary and detail information.
Approval Chain
Select Approval Chain to view approvers and add approvers to the approval chain.
Use the Approval Chain page (EOAWMA_APPC_SCF) to view and add to the approval chain.
This example illustrates the fields and controls on the Approval Chain page.
The Approval Chain section displays the status of the approval chain for the transaction. You can expand and collapse subsections displayed. See application-specific documentation for how this section or page operates.
Use the Approve page (EOAWMA_HDRACT_SCF) to submit or cancel your action selected for the transaction.
Navigation:
From the Pending Approvals (by Transaction) Page or the Transaction Approval page, select one or more transactions and select an action (Approve, Deny, Pushback, Hold).
This example illustrates the fields and controls on the Approve page.
Enter a comment and then select the Submit button to send your approval of the transaction to the system. The system removes the transaction from your Pending Approvals queue and adds it to your Approvals History page.
Use the Approval Line Detail page (EOAWMA_TXNDTL_FL) to view line details.
This example illustrates the fields and controls on the Approval Line Detail page.
Some applications allow you to approve a transaction at the line level. This is performed on the Approval Header Detail Page.
Use the Approvals History page (EOAWMA_MAIN_FL) to view transactions that you have previously approved.
Navigation:
Select the Approvals tile on the Employee Self Service home page, and then select the Approvals History option from the Action List (located in the banner) from the Pending Approvals page.
This example illustrates the fields and controls on the Approvals History Page. You can find definitions for the fields and controls later on this page.
The Approvals History page shows approval transactions you have addressed in the past. How far back you can view historical approval transactions is defined by the administrator on the Fluid Approval Setup - General Settings Page setup page. This page displays a message below the category tabs indicating the time period for which history is displayed.
When you select a category, the page displays historical approvals sorted by the date on which the last person updated or took action on the request, with the most recently updated approvals displaying first.
Select a transaction row to view details of the transaction.