Work Order Approval Workflow Modifications

To make adjustments to the delivered work order approval workflow process, complete the following tasks, which are discussed in detail in the remainder of this set of topics:

1. Update the work order approval process definition by using the Approval Process Setup component (Enterprise Components, Approvals, Approvals, Approval Process Setup).

   The approval process definition specifies the stages, paths, steps, and criteria for the workflow approval process.

2. (Optional) update the method of notification that is used for approvals in the Notification Options Register of the Register Transactions page (Enterprise Components, Approvals, Approvals, Transaction Registry, Register Transactions.)

   The transaction definition contains the metadata which describes the transaction make up to the workflow approval engine. PeopleSoft delivers the transaction registry for work order approvals; you do not need to create it. As delivered, the system is configured to use emails and worklists.

3. Add or update user lists in the User List Definition page (Enterprise Components, Approvals, Approvals, User List Setup, User List Definition.)

4. Add or update work order approvers in the Approval Authorization page (Enterprise Components, Approvals, Approvals, Authorize Approvers, Approval Authorization).