Defining User Preferences and Installation Options for Document Approvals
Page Name |
Definition Name |
Usage |
---|---|---|
OPR_DEF_TABLE_CS |
Set up user preferences for document approvals. See also Defining Document Approvals Using the User Preferences Page, and Defining Section Approvals Using the Section Definition Page. |
|
INSTALLATION_CS |
Define installation options for document approvals. See Defining Document Approvals Using the Installation Options - Supplier Contract Management Page |
Use the User Preferences page (OPR_DEF_TABLE_CS) to set up user preferences for document approvals.
Navigation:
Use this page to set up authorizations for users who can, in turn, control all or portions of the approval process of a document. Specifically, you can define user authorities for authorizations over documents by defining users as document administrators. Administrators can create, view, edit, re-create, refresh, and submit documents for approval. Additional definitions for an administrator include the capability to bypass approvals, which enables the administrator to force approvals manually without going through the PeopleSoft Approval Framework process.
You can also grant an administrator access to other administrator's documents. You can define the authorities on behalf of each user, including providing basic document administrator authorities that enables the administrator to submit and control the workflow process for each additional user.
Use the Installation Options - Supplier Contract Management page (INSTALLATION_CS) to define installation options for document approvals.
Navigation:
Use this page to indicate that documents and clauses are required to go through the approval process for approval framework. When you select the Document Approval check box, the system controls the approval of a document so that when a document is created, you cannot manually set the approval status. If you select the Document Reapprove After Edit check box, the system resets the document status if you modify the document after it is approved. This process requires that a document always be submitted for approval and approved again after it has changed.