Reviewing Delivered Document Approval Delegation Setup

The delegation framework for Life Events document approval is delivered with the system. To review this framework:

1. Review the delegation transaction for workflow on the Workflow Transactions page.

2. Review the delegation permission list and role through PeopleTools Security components.

3. Review the delegation transaction on the Configure Delegation Transaction page.

Reviewing the Delegation Workflow Transaction

The PeopleSoft system delivers a pre-configured transaction for the Life Events document approval delegation framework. This table lists the delivered delegation transaction:

Transaction Name	Transaction Type	Description
W3EB_APPR_SUMMARY	Approve	Delegate approval of Life Events documents.

Use the Approval Workflow Engine (AWE) and Delegation Transactions grid to register self-service transactions that use the AWE framework and delegation framework. The data that you enter into this grid links the transaction name and accompanying tables for HCM self-service transactions to the approval process IDs that you create for these transactions on the Register Transactions page.

Reviewing the Permission List and Role for Delegation

PeopleSoft eBenefits delivers the permission list and role that are required for the Delegation framework as system data. This table describes the delivered permission list and role for the delegation framework:

Role Name	Attached Permission List	Description
Delegate Manage Appr Document	HCCPDL2068	Enables a user to access the components to approve employee Life Events documents on behalf of another user when the authority is delegated.

Reviewing the Delegation Transaction

This table lists the delegation transaction delivered for Life Events document approval:

Transaction Name	Transaction Type	Role
Manage Approve Document	Approve	Delegate Manage Appr Document