Delivered Workflows for PeopleSoft Maintenance Management
This section discusses Oracle's PeopleSoft Maintenance Management workflows.
This section discusses the approval of labor resource assignments.
Description
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Information Type |
Description |
|---|---|
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Event Description |
Work Order assignment workflow options are configured on the Maintenance Management Options page. If workflow is enabled in the Options page for Work Order labor assignments, it is only triggered if the resource is assigned to a work order task that is outside of the resource's shop. |
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Action Description |
If the assignment approval option is turned on at the work order business unit option level, assignment workflow is initiated when a technician is assigned to a work order in a shop different than the technician's shop. In this case, the assignment is set to pending approval and sent to the resource's supervisor's worklist for approval. The supervisor can navigate to the Assignment Approval page by clicking the link in the worklist. The supervisor can then navigate from this Assignment Approval page to the work order associated with the assignment by clicking the work order or the work order task link. The Assignment Approval page for work order assignment displays the work order business unit, shop, resource's craft, shop manager's name, work order ID, work order task, resource type, and resource line number. The supervisor can approve or reject the assignment in this page. If the supervisor approves the assignment, the assignment status is set to Assigned. If the supervisor rejects the assignment, the status is set to Rejected. Both the resource's supervisor and the resource may be sent an email based on the notification method specified on the Maintenance Management Options page. Important! The supervisor must exist as an employee in the system by using the Update Employee Data - Employee Job page. |
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Notification Method |
Worklist or email. Note: A work list or email notification is not sent to the user who changes the assignment. For example, a work list item is not sent to the resource supervisor to approve a new assignment if the resource supervisor is the person who originally submitted the assignment. |
Workflow Objects
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Information Type |
Description |
|---|---|
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Business Process |
Assignment Approval (RS_ASSIGN_APPROVAL). |
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Activity |
Assignment Approval (WM_ASSIGN_APPROVAL). |
This section discusses work order approval workflow.
Work Order Approval workflow uses the Supply Chain Management Common Approval Framework.
Description
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Information Type |
Description |
|---|---|
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Event Description |
If the work order workflow approval option is enabled for a business unit or work order type, then when a user creates the work order and clicks the Submit for Approval button, the system triggers the approval workflow process. |
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Action Description |
A user initiates the Work Order Approval process by clicking the Submit for Approval button. The user can access the approval map prior to submitting the work order for approval. The approval tasks are routed to each of the approvers to enable them to approve or deny the work order. If the approver approves the work order, the approval task is routed to the next approver, if needed. If the approver denies the work order, the Work Order Approval process is terminated. The user who submitted the work order for approval is notified of the denial and can optionally revise the work order and initiate the Work Order Approval process again. Users can also add ad hoc reviewers and approvers to the approval flow for a work order. |
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Notification Method |
Worklist item and email. |