Add or Remove Approver Roles During Approvals

You can now add roles as approvers or reviewers while approvals are in progress. The ability to add approvers is still controlled by the permission assigned for the Add Participant action in the additional workflow configuration for the change type.

You can also remove a person or role from the participants list as long as there's at least one person or role remaining as an approver. Only the change analyst can remove participants.

In the Search and Select: Users and Roles dialog box, you’ll now see two options: Person or Roles. After you select the participant, the Add Participant page is displayed.

In this page, you can do the following:

  • Change Activity Type to either Approval or Review
  • Change Response Required From to One or All
  • Add comments. These comments appear in the notifications sent to the new approvers or reviewers.

Search and Select Users and Roles – Role Option

Search and Select Users and Roles – Role Option

Add Comments in the Add Participants Dialog

Add Comments in the Add Participants Dialog

When you remove an approver, a notification is sent and an entry is added in the action log.

Approval No Longer Required Notification

Approval No Longer Required Notification

You can add or remove a role when the approval is in progress using these REST API and SOAP services:

SOAP Service:

  • Product Design Change Orders

REST API:

  • Product Change Orders Version 2
  • Product Change Requests
  • Quality Actions
  • Quality Corrective and Preventive Actions

Adding a Role to Current Approval Status Using Product Change Orders V2 REST API

Adding a Role to Current Approval Status Using Product Change Orders V2 REST API

Additionally, you can update the change assignee in the Assigned To field on a pending change order.

The new change assignee can:

  • Remove participants while approvals are in progress - includes approvers, optional approvers and reviewers
  • Terminate and restart the workflow
  • Cancel the change as long as it isn't completed
  • Reschedule the effectivity date of the change

This feature reduces the time and effort spent on participant modifications while workflows are in progress, thereby ensuring faster workflow processing times and an increase in overall employee productivity.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product Management  No Longer Optional From: Update 24D

Tips And Considerations

  • You can only remove individual users if the user is part of a role and the response required from that role is set to All.
  • You can't add Activity Type = Optional approval when the approval is in progress. This is the existing behavior.
  • You can't send different comments to approvers and reviewers in a single Submit action.
  • When the change assignee is modified, the new assignee:
    • won't receive the notification that the workflow is complete.
    • can't perform BPM worklist actions such as reassignment on the current approval notifications.

Key Resources

  • Oracle Fusion Cloud SCM Using Product Development Guide, available on the Oracle Help Center.
  • Oracle Fusion Cloud SCM Using Product Master Data Management Guide, available on the Oracle Help Center.
  • Oracle Fusion Cloud SCM Implementing Product Management Guide, available on the Oracle Help Center.

Access Requirements

Users who are assigned configured job roles that contain these privileges are able to access this feature:

  • Approve Item Change Order (EGO_APPROVE_ITEM_CHANGE_ORDER_PRIV)

For change orders:

  • Monitor Product Management Workflow Objects (ACA_MONITOR_PRODUCT_MANAGEMENT_WORFLOW_OBJECTS_PRIV) and one of the following:
    • View Change Order (ACA_VIEW_CHANGE_ORDERS_PRIV)
    • Manage Change Orders (ACA_MANAGE_CHANGE_ORDERS_PRIV)

For change requests:

  • Monitor Product Management Workflow Objects (ACA_MONITOR_PRODUCT_MANAGEMENT_WORFLOW_OBJECTS_PRIV) and one of the following:
    • View Change Request (ACA_VIEW_CHANGE_REQUESTS_PRIV)
    • Manage Change Requests (ACA_MANAGE_CHANGE_REQUESTS_PRIV)

For problem reports:

  • Monitor Product Management Workflow Objects (ACA_MONITOR_PRODUCT_MANAGEMENT_WORFLOW_OBJECTS_PRIV) and one of the following:
    • View Problem Report (ACA_VIEW_PROBLEM_REPORTS_PRIV)
    • Manage Problem Report (ACA_MANAGE_PROBLEM_REPORT_PRIV)

For corrective and preventive actions:

  • Monitor Product Management Workflow Objects (ACA_MONITOR_PRODUCT_MANAGEMENT_WORFLOW_OBJECTS_PRIV) and one of the following:
    • View Corrective Action (ACA_VIEW_CORRECTIVE_ACTIONS_PRIV)
    • Manage Corrective Action (ACA_MANAGE_CORRECTIVE_ACTION_PRIV)

These privileges were available prior to this update.