Prerequisites to Configuring Approval Workflows

Before you can use BPM Worklist to configure and manage approval workflows in Oracle Fusion Cloud Applications (Fusion Applications), several foundational elements must be in place across different Fusion Applications modules.

Ensuring these prerequisites are completed provides a stable and effective environment for workflow setup, routing, and execution.

Prerequisite Setup Tasks and Owning Applications

Setup Required	Owning Application
Users are created and provisioned in Fusion Applications.	Oracle Fusion Cloud HCM (Oracle Cloud HCM) - Core HR > Security
Job roles and abstract roles, such as Project Manager or Approver, are correctly assigned to the appropriate users.	Oracle Cloud HCM > Security
Security profiles and data access are configured for all approvers and administrators.	Oracle Cloud HCM > Security
The enterprise structure, including legal entities, business units, and divisions, is fully defined in the application.	Oracle Fusion Cloud Financials (Oracle Financials) > Enterprise Structures
Supervisory or position hierarchies are established to support approval routing logic.	Oracle Cloud HCM > Workforce Structures
Worker (employee) records are accurate and reporting lines are current for all workflow participants.	Oracle Cloud HCM
The relevant Fusion Applications module, such as Project Financial Management, are enabled in the system.	Oracle Functional Setup Manager (Functional Setup Manager)
Functional areas related to each offering, such as Project Costing or Billing, are properly set up.	Functional Setup Manager
All necessary global structures, including business units, ledgers, and chart of accounts, are configured.	Oracle Financials
Project templates, transaction types, and document types that will be used in workflows are defined in the system.	Oracle Project Management > Relevant Offering
Custom attributes or flexfields required for workflow routing are configured and tested for accuracy.	Oracle Project Management > Application Composer > Relevant Offering
Email delivery and notification preferences are enabled and successfully tested for all approval participants.	Oracle Fusion Cloud Applications Common Setup (Oracle Applications Common Setup)
Workflow task preferences are configured to ensure approvers receive appropriate tasks and notifications.	Oracle Applications Common Setup
All required profile options for workflow functionality are identified and set in the application or relevant offering.	Oracle Applications Common Setup / Relevant Offering
Implementation options specific to approval routing requirements are defined and activated.	Oracle Applications Common Setup / Relevant Offering
Administrators who will manage workflows are granted access to BPM Worklist.	Oracle Fusion Cloud Applications Security (Fusion Applications Security) / Oracle Business Process Management
Access to BPM Worklist is verified for all relevant administrators and support staff.	Fusion Applications Security > Oracle Business Process Management
Approval Routing Administration is enabled at the offering level to allow access to the following tasks in Application Extensions: Manage Task Configurations and Manage Approval Groups.	Functional Setup Manager

Note: In Fusion Applications, the term Relevant Offering refers to the specific Fusion Applications module or functional area for which you are configuring workflows or business processes. For example, if you are setting up workflow approvals for supplier invoice processing, the “Relevant Offering” would be Oracle Payables.

Related Best Practices and Considerations

• Sequence Matters: Complete foundational enterprise and Oracle Cloud HCM setup (users, roles, hierarchies) before configuring approvals in BPM Worklist. Approvers and routing logic depend on accurate organizational data.
• Coordinate with Functional Owners: Some setup tasks (such as business units or hierarchies) may need collaboration with your HR, IT Security, or Finance administrators.
• Test Notifications: Confirm that notification preferences and email delivery are working as expected to ensure prompt approval task handling.
• Review Security: Always verify that only authorized administrators can access and modify approval workflows in BPM Worklist to safeguard business processes.
• Leverage Oracle Documentation: Review relevant user assistance and security best practices for setup instructions aligned with your organization’s compliance requirements.

Accessing BPM Worklist

1. In Setup and Maintenance, click the Task Panel, then click Search.
2. Search for Manage Task Configurations.
3. Click Manage Task Configurations for Project Financial Management or Manage Task Configurations for Project Execution Management, depending on whether you want to set up approval workflows for financial or execution-related project processes.

   BPM Worklist appears in a new window.