Roles and Users in PeopleSoft Strategic Sourcing

When you build a workflow approval process, specify who should be notified as an approver for each step. Identify the users according to the roles that they play in the organization and in the approval process. The process of creating an event, for example, might involve the role of a buyer, a purchasing analyst, and a manager.

When the system routes a work item to the next step in the approval process, it sends an email and worklist item to the users who fill the role that is assigned to that step.

Define users' roles when you give them their user IDs. In some cases, you might define multiple users who fill the role. In most cases, the system runs a query to find out who are the appropriate users for a specific work item.

To define roles, use the User List Definition page (Set Up Financials/Supply Chain, and then Common Definitions, and then Approvals, and then User List).