Configure Workflow Approvals and Notfications

The BPM Worklist enables you to configure claim approvals through a set of workflows.

Here are some examples of what you can do to configure workflow tasks, including notifications:

• Set how many levels of approval are needed for transactions over a particular amount
• Define who the assignees would be, based on the supervisory hierarchy in Oracle Fusion Cloud HCM
• Create approval groups so that the workflow task can be assigned to the set of users in the group instead of an individual user
• Control when to send notifications to users involved with the task
• Disable or enable in-app or email notifications, or both

Here's a summary of the configuration tasks:

• Sign in as a supply chain administrator.
• Opt into the Approve Customer Claims with BPM Workflow feature.
• To access the BPM Worklist, run the Manage Task Configurations for Supply Chain Management task in the Customers functional area.
• Search for the ChannelCustomerClaimsApprovalTask.
• Update the workflow tasks by including details of deadlines and escalation policy.
• Select the notification type and provide additional details to configure the notification.
• Create approval groups that include a predefined set of users configured to act on the notification.
• Create approval rules that include conditions for approval.