Revising the Delivered PM schedule Approval Workflow

This section discusses how to:

  • Modify the approval process definition.

  • Define approval criteria.

  • Define approval paths.

  • Define approval steps.

  • Authorize approvers.

  • Modify approval notification options.

  • Define generic notification templates.

  • Maintain user list definitions.

Use the Setup Process Definition page for the WM_PM_SCHD approval process.

Navigation:

Enterprise Components > Approvals > Approvals > Approval Process Setup > Setup Process Definitions.

See documentation PeopleSoft Approval Framework

These are fields on the Setup Process Definitions page that either do not apply to the WM_PM_SCHD approval process, or if they apply to the WM_PM_SCHD approval process, they require specific field values.

  • The Take Action on Line Completion check box does not appear in the Definition Options group box, because the WM_PM_SCHD approval process only uses the header level.

  • Header is the default value for the Level field because the WM_PM_SCHD workflow process only requires approval at the header level. You cannot change this value.

  • Application Class criteria does not apply to the WM_PM_SCHD approval process.

  • When you click the Criteria link in the Paths group box or Criteria icon in the Steps group box on the Setup Process Definitions page to access the Criteria Definitions page with a Criteria Type of User Entered, the Record field value should be WM_PM_SCHD for the WM_PM_SCHD approval process.