Overview of Electronic Signatures and Electronic Records for Work Order Approval

Oracle Electronic Records and Electronic Signatures is a framework you can configure for securely capturing, storing, retrieving, and printing electronic records and signatures. Using this framework, you can review electronic records for work orders and capture electronic signatures.

The Electronic Records and Electronic Signatures process for work order is initiated when the work order is put in Released status (or a custom status associated to Released status) for the first time through the user interface.

The approval process is initiated in deferred mode. Note that when the work order is put in Pending Approval status, and you can't edit it. The work order will be in view only mode.

After the approval flow is complete, and if the E-Record is approved, the work order is put in Released status (or the custom status). If the E-Record was rejected, the work order is put in the original status (this could be Unreleased or on hold or any custom status associated with these statuses).

If the E-Record was rejected, you can edit the work order and resubmit for approval to initiate a fresh Electronic Records and Electronic Signatures process. All the status changes are captured in status history.

To capture electronic signatures and generate electronic records for work order approval in an organization, you need to set up the following:

• Enable Manufacturing Work Order Approval for the Organization. Follow these steps:

  1. In the Setup and Maintenance work area, go to the following:

     • Offering: Manufacturing and Supply Chain Materials Management

     • Functional Area: Facilities

     • Task: Configure Electronic Signature Preferences

  2. Enable the Manufacturing Work Order Approval transaction.

  Note: You can't disable E-Signatures for work order release when one or more work orders exist in pending approval status.

• Configure the Business Process Rules to Determine the Approvers for Work Order Approval. Follow these steps:

  1. In the Setup and Maintenance work area, go to the following:

     • Offering: Manufacturing and Supply Chain Materials Management

     • Functional Area: Facilities

     • Task: Manage Task Configurations for Supply Chain Management

  2. Define approval rules for Work Order Approval. The task to be configured is WorkOrderDeferredApproval.

Note: For more information about implementing E-Signatures and generating E-Records, refer to the Implementing E-Signatures and E-Records chapter of the Oracle SCM Cloud Implementing Manufacturing and Supply Chain Materials Management guide.