Understanding the Approval Process Design

The approval process consists of stages, paths, steps, user lists, and criteria.

• Stages

  Stages are the high level actions that the approval process executes in a specific order. Stages are made up of one or more paths.

  AbsenceMgmtByDeptManager, AbsenceMgmtByPosMgmt, AbsenceMgmtByPosnDeptMgr, AbsenceMgmtByPosnSupervisor, AbsenceMgmtBySupervisorId, and AbsenceBySupervisorMulti use one stage.

• Criteria

  Criteria defines the rules that are used by the approval process to determine if a stage or step is executed.

• Paths

  A path is a sequence of steps.

  AbsenceMgmtByDeptManager, AbsenceMgmtByPosMgmt, AbsenceMgmtByPosnDeptMgr, AbsenceMgmtByPosnSupervisor, AbsenceMgmtBySupervisorId, and AbsenceBySupervisorMulti use one path.

• Steps

  A step represents one or more persons assigned to approve or review the absence event. Steps within a path execute in sequence with separate criteria for each step that determines whether or not that step executes.

• User Lists

  User lists identify the people that are to act on an absence event. User lists can be roles, SQL definitions, queries, or application classes.

  AbsenceManagement uses the AbsenceBySupervisorId user list.

  Absence Mgmt ByDeptManager uses the AbsenceByDeptManager user list.

  Absence Mgmt ByPosMgmt uses the AbsenceByPosMgmt user list.

  Absence Mgmt By PosnDeptMgr uses the AbsenceByPosnDeptMgr user list.

  Absence Mgmt ByPosnSupervisor uses the AbsenceByPosnSupervisor user list.

  Absence Mgmt BySupervisorid uses the AbsenceBySupervisorId user list.

  Administrator-AutoApprove uses the AM-AutoApprove user list.

  Administrator_RouteTo uses the AM_Admin_RouteTo user list.

  See Application Fundamentals: Defining Users for Approvals.

Note:

To define the approval process, use the Setup Process Definitions (PTAF_PRCS) and the Register Transactions (PTAF_TXN) components.