Approving Services Timesheets Using the PeopleSoft Fluid User Interface
This topic provides an overview of the self-service approval pages for services timesheets, and how to access these pages using the PeopleSoft Fluid User Interface. PeopleSoft builds these mobile approval pages on the Enterprise Component Fluid Approvals framework.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
EOAWMA_MAIN_FL |
View a list of pending approvals for services timesheets. For more information, see the overview of approvals on the PeopleSoft Fluid User Interface: Pending Approvals Page. |
|
|
EOAWMA_TXNHDTL_FL |
Review header details for a single services timesheet, and approve, deny, pushback or hold the timesheet, depending on role criteria. For more information, see the Approval Header Detail Page. |
|
|
EOAWMA_TXNLDTL_FL |
Review a display-only line summary and details. |
PeopleSoft provides mobile approvals using the Enterprise Component Fluid Approvals framework. Approvers can take Application Workflow Engine (AWE) actions on select PeopleSoft transactions pending their approval, using a smart phone or tablet. The tablet version is also available for desktop use.
Services Timesheet workflow enables you to complete and submit timesheets for approval after creating a timesheet. Once the services timesheet has been submitted for approval, the Application Workflow Engine runs the timesheet through the defined approval process. For information about registering and defining an approval process for services timesheets, see Setting Up Timesheet Workflow.
Using the PeopleSoft Fluid User Interface, approvers can view a list of pending approvals for various types of transactions, and add comments on the centralized Pending Approvals page. An approver or multiple approvers review the transaction details, including line details. Each approver in the workflow selects an appropriate action, such as Approve, Deny, Pushback, or Hold within the approval pages.
Note: PeopleSoft Services Procurement delivers a permission list EPSP5020 that enable Approvers to Approve, Deny, Pushback, or Hold Services Timesheets.
Services timesheet approvals also support push notifications, a framework delivered in PeopleTools. The flag icon in the Oracle banner shows a counter for new push notifications. Note that the counter disappears once you view the push notification list. The notification link takes you directly to the header approval page for items awaiting your approval.
Delegating Services Timesheet Approvals
You can use the Delegation Framework to delegate services timesheet approval authority to other users, who can then take action on specific transactions on your behalf.
For more information, on setting up and using Delegation Framework see:
Use the Pending Approvals - Services Timesheet list page (EOAWMA_MAIN_FL) to view a list of pending approvals for services timesheets.
Navigation:
On the Pending Approvals page, select Services Timesheet in the View By - Type pane to view the services timesheets in the right pane.
Smartphone: On the Pending Approvals - View By Type page, select Services Timesheet to open a new page that lists the services timesheets.
This example illustrates the fields and controls on the Pending Approvals - Services Timesheet list page. You can find definitions for the fields and controls later on this page.
This example illustrates the fields and controls on the Pending Approvals - Services Timesheet list page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.
From the list page, you can do the following:
Review header information for the services timesheets currently routed for approval. To access header details for a particular timesheet, select the header row.
Use the filter to narrow results on the page. For more information about using the filter, see the Filters Page.
Field or Control |
Description |
|---|---|
Approver Comments |
Enter comments in the text entry field. |
Approve, Deny, More |
Select an action button. When you select an action button, you have the option to select Submit to continue the action, or Cancel to back out of the action. Upon submitting the action, the system generates a message that the action is successful. Select the More button to display other action buttons Pushback (Return to Submitter) and Hold. |
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Select this button to expand or collapse the View By Type page. |
Use the Services Timesheet header approval page (EOAWMA_TXNHDTL_FL) to review header details for a single timesheet, and approve, deny, pushback or hold the timesheet, depending on role criteria.
Navigation:
Select a timesheet in the list on the Pending Approvals - Services Timesheet list page.
This example illustrates the fields and controls on the Services Timesheet header approval page. You can find definitions for the fields and controls later on this page.
This example illustrates the fields and controls on the Services Timesheet header approval page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
View/Adjust Timesheet |
Select to adjust the timesheet. The PeopleSoft Classic user interface displays where you can make the adjustments. |
Line Details |
Select to view timesheet line details. |
Approver Comments |
Enter comments in the text entry field. |
Approval Chain |
Select to review approval chain information. You can expand or collapse approver information for each line by selecting the Expand/Collapse icon. You can also select the approver name to view approver details. |
Approve, Deny, More |
Select an action button. When you select an action button, you have the option to select Submit to continue the action, or Cancel to back out of the action. Upon submitting the action, the system generates a message that the action is successful. Select the More button to display other action buttons Pushback (Return to Submitter) and Hold. Note: If you deny a services timesheet, you will need to enter a reason code and comment for the denial. |
Use the Services Timesheet line details page (EOAWMA_TXNLDTL_FL) to review a display-only line summary and details.
Navigation:
Select a timesheet line item in the Line Details section on the Services Timesheet header approval page.
This example illustrates the fields and controls on the Services Timesheet line details page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
View Timesheet Line Details |
Select to view additional timesheet details such as Time Category and Distribution information. |
View Work Order Distribution |
Select to view distribution information for the WorkOrder. |
View Timesheet Line History |
Select to view history for a Timesheet line. |