Approving Assignments Using PeopleSoft Fluid User Interface

This topic discusses approving Assignments using the PeopleSoft Fluid User Interface.

Using resource assignment approvals, approvers can:

  • Approve, deny, or push back the write-off.

  • Perform approval actions for one or more resource assignments.

  • Add comments for approval actions.

  • View attachments.

  • Receive approval notifications.

Oracle PeopleSoft delivers Notification Composer Framework to manage the setup and administration of notifications in one central location. Once you have adopted the Notification Composer feature, you must use it to create new notifications and manage your existing notifications.

For more information about Notification Composer Framework, see Understanding Notification Composer

Delegating Resource Assignment Approvals

You can use the Delegation Framework to delegate resource assignment 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:

Understanding Delegation

Configuring Delegation Transactions

Working with Self-Service Delegation

Page Name

Definition Name

Usage

Pending Approvals - Resource Assignment (List)

EOAWMA_MAIN_FL

View the Assignments routed for approval.

For more information, see the Pending Approvals Page

Resource Assignment Page

EOAWMA_TXNHDTL_FL

Review and approve, or deny, or pushback Assignments.

For more information, see the Approval Header Detail Page.

General information about Mobile Approvals is available in FSCM Application Fundamentals documentation. See

Use the Approvals tile to access the Pending Approvals page.

Navigation:

This tile can be placed on any PeopleSoft Fluid Home page.

This example illustrates the fields and controls on the Approvals Tile. You can find definitions for the fields and controls later on this page.

 Approval Tile

For information about how to add a tile to a PeopleSoft Fluid Home page, see Adding Homepages and Tiles.

The tile can show the total number of pending approvals. If no pending approvals are available, the tile does not display a number count.

Use the Pending Approvals - Resource Assignment list page (EOAWMA_MAIN_FL) to view the Assignments routed for approval.

Navigation:

Employee Self Service > Approvals .

On the Pending Approvals page, select Resource Assignment in the View By Type pane to view the list of Resource Assignments in the right pane.

This example illustrates the fields and controls on the Pending Approvals - Resource Assignment list page. You can find definitions for the fields and controls later on this page.

 Pending Approvals - Resource Assignment list page

Select a row to view more details about a Resource Assignment . You can use the filter to narrow results on the page. For more information about using the filter, see the Filters Page

Use the Resource Assignment page (EOAWMA_TXNHDTL_FL) to review and approve, or deny, or pushback Assignments.

Navigation:

Select a Resource Assignment row on the Pending Approvals - Resource Assignment list page.

This example illustrates the fields and controls on the Resource Assignment page. You can find definitions for the fields and controls later on this page.

 Resource Assignment page

Field or Control

Description

Schedule Detail Dates

Select a line to view the schedule dates and details for the Resource Assignment.

Schedule Exception Dates

Select a line to view the exception dates in the assignment schedule for the Resource Assignment.

Approver Comments

Enter comments in the text entry field.

Approval Chain

Select to review approval chain information. The approval chain reflects approval status generated by the Application Workflow Engine (AWE).

For more information about using AWE workflows, see Approval Framework Overview.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.

This example illustrates the fields and controls on the Approval Chain Page.

 Approval Chain page

Field or Control

Description

Approve , Deny, Pushback

Select an action button to approve, deny or pushback Assignments.

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.