Performing Form-Based Approvals

You can review approval information and take action on planning approval units in forms using approval actions available in the right-click context menu in Oracle Smart View for Office.

Data source types: Planning

Form-based approvals provide a faster and convenient way of taking action on Planning units, in addition to the Approvals menu on the Planning ribbon. Service Administrators design forms to display a record of all approval units along with details such as status, owner, previous owner, last action, and so on. You, as a user, can open these forms in Smart View to get a single view of your approval units and take action from the form itself, instead of going to the individual units from the Approvals menu.

You can take action on an approval unit in the form to change its status, view annotation history, add your annotation, and assign it to the next owner in the approval flow.

Note:

It is not recommended to open forms containing approval units and actions in ad hoc analysis mode, if they have members from the HSP_Metric dimension. Ad hoc grids with HSP_Metric dimension members do not behave consistently, especially with different aliases, and so performing ad hoc operations on such forms is not recommended.

To perform form-based approvals in Smart View:

  1. From the Smart View Home panel, open the form that contains the Planning approval units.
  2. Right-click on the approval unit cell on which you want to take an action.
  3. Select the appropriate action from the right-click context menu.

    Based on the current state of the approval unit, you will see the approval actions listed in the right-click context menu. For example, if a unit is in Not Started state, you can see the Start action. However, if the unit is in Under Review state, you can more actions such as Approve, Reject, Delegate, and so on. For more information on the different states of approval units and the actions you can take on them, see Approval Unit States and Approval Unit Actions in Working with Planning.

  4. In the Change Status dialog box, select the next owner for the approval unit from the Select Next Owner list.
  5. Optional: Enter your comments in the Enter Annotation text box.

    You can also view any existing comments in the Annotation History section. It displays a history of the process status, owner, actions taken, and the date and times the status changed.

  6. Click Submit.

    The form is refreshed and displays the new state and owner details based on the action you performed.