Understanding Facility Review

PeopleSoft Cash Management offers facility review notifications through Workflow virtual approval or Notification Framework. You can select the review type during facility definition.

If you have implemented the Facility Review Workflow virtual approval methodology, use PeopleSoft Application Designer to define business processes, activities, business events, worklists, routings, and approval rule sets. The system automatically routes expiring facilities to a defined user's worklist when you run the Monitor Expiring Facilities process (TR_FCLTY_RVW) with a facility definition that includes Role Name values in the Facility Review grid.

The other option is Events and Notification Framework, which provides a configurable framework in Enterprise Components, where you can implement the notification process for facility review to send email and worklist notifications. The system automatically routes expiring facilities to a defined user's worklist and sends email notifications when you run the Monitor Expiring Facilities process (TR_FCLTY_RVW) with a facility definition that includes Role Name values in the Facility Review grid.