Redwood: Enable Deferred Electronic Record and Electronic Signature for Manufacturing Work Definitions Using the Redwood User Experience

Approve a manufacturing work definition version by reviewing its electronic record and capturing electronic signatures through a deferred approval workflow using the Redwood user experience.

With this update, the manual creation and update of manufacturing work definitions through the user interface support the creation of an electronic record and the deferred capture of an electronic signature. Deferred notifications are sent to the approvers to review the electronic record and capture the electronic signatures. 

The work definition version status now displays the current status of its approval process that works in conjunction with the approval workflow. The submitted work definition version remains in Pending Approval status until all approvals are complete. The work definition version status changes to Approved status on electronic signature approval and Draft status on rejection.

A new work definition version is defined only when the version is in draft status.After approval is granted, the work definition version cannot be modified. If you must make subsequent changes to an approved work definition including its operations, materials, and resources, you must create a new draft version with a new operation to reflect the changes, and submit it for approval again.

The following screenshot shows the submission of the work definition:

Submit Work Definition for Electronic Signature Approval

Review and approve the electronic record in the deferred approval window, as shown below:

Deferred Electronic Signature Approval Window

Work definition approval using electronic records and electronic signatures enforces final signoff, ensuring a proper stage gate before release to work execution, planning, and cost planning.

Here's the demo of these capabilities:

Steps to Enable

Follow these steps to use this feature:

1. Set up the Profile to enable the Redwood experience for work definitions, as follows:

• In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.  
• On the Manage Administrator Profile Values page, search for and select the ORA_WIS_WORK_DEFINITIONS_REDWOOD_ENABLED profile option code. 
• In the Profile Values section, set the Site level to Y or N. The default value of the profile option is N. 
  • Y = enables the feature 
  • N = disables the feature 
• Click Save and Close. Changes in the profile value will affect users the next time they sign in.

Profile Option for Accessing Work Definition Using the Redwood User Experience

2. Enable the opt-in for the "Capture Electronic Records and Electronic Signatures for Supply Chain Management Transactions" feature.
3. Configure e-signature preferences by enabling Manufacturing Work Definition Management for deferred electronic signature approval for an organization under the task "Configure Electronic Signature Preferences". Refer to Configure E-Signature Preferences.
4. After you enable electronic signatures for a transaction, you should also define configurable business process rules in Oracle Business Process Management using the Manage Task Configurations for Supply Chain Management task, and the Manage Approval Groups task in the Setup and Maintenance work area to determine the approvers for each transaction.

Tips And Considerations

• To use the feature, enable the Work Definition Redwood Experience using the "Redwood Work Definitions Enabled" profile option.
• A new work definition version is defined only when the version is in draft status.
• After approval is granted, the work definition version cannot be modified. You must create a new draft version with a new operation to reflect the changes and submit it for approval again.
• Only approved work definitions are visible to planning, work execution, and costing.
• Work Definition versions in pending approval status cannot be deleted.
• The electronic signature approval is supported only through the user interface. Electronic signature approval cannot be provided using Rest, FBDI, and ADFDI.

Key Resources

• Watch the Redwood: Enable Deferred Electronic Record and Electronic Signature for Manufacturing Work Definitions Using the Redwood User Experience demo.
• Refer to the Oracle Fusion Cloud SCM: Using Manufacturing guide, available on the Oracle Help Center.
• Refer to the Oracle Fusion Cloud SCM: Implementing Manufacturing and Supply Chain Materials Management guide, available on the Oracle Help Center.
• Refer to Search for, Create, and Edit a Standard Item Work Definition Using the Redwood User Experience.
• Refer to Using E-Signatures and E-Records.
• Refer to Implementing E-Signatures and E-Records.

Access Requirements

Users who are assigned a configured job role that contains these privileges and codes can access this feature:

Work Definition Privileges :

• Manage Work Definitions (WIS_MANAGE_WORK_DEFINITIONS_PRIV)
• View Work Definitions (WIS_VIEW_WORK_DEFINITIONS_PRIV)
• Get Work Definitions by Service (WIS_GET_WORK_DEFINITIONS_SERVICE_PRIV)
• Manage Work Definitions by Service (WIS_MANAGE_WORK_DEFINITIONS_SERVICE_PRIV)
• Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
• Get Standard Operations by Service (WIS_GET_STANDARD_OPERATIONS_SERVICE_PRIV)

Electronic Signature Approval Privileges  :

• Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV)
• View Electronic Records and Signatures (EDR_VIEW_RECORDS_ESIGNATURES_PRIV)  

Work Definition Guided Journeys : Role Codes

• Use REST Service - Guided Journeys Read Only (Role Code ORA_PER_REST_SERVICE_ACCESS_GUIDED_JOURNEYS_RO)
• Use REST Service - Guided Journey Responses (Role Code ORA_PER_REST_SERVICE_ACCESS_GUIDED_JOURNEY_RESPONSES)

These privileges were available prior to this update.