Redwood: Use Electronic Signatures and Electronic Records When Reporting Material Transactions for a Work Order Operation

Welcome to the demo of the 25C feature Redwood use electronic signatures and electronic records when reporting material transactions for a work order operation in Oracle Fusion Cloud Manufacturing. Critical transactions governed by the US Food and Drug administration's good manufacturing practices requirements have in-built validations that necessitate the use of e-signatures and e-records. With this feature, you can now capture an inline e-signature approval and view the generated e-record when reporting material transactions for a work order operation using the Redwood user experience. Therefore, for regulated industries that require compliance documentation in the manufacture of products, e-record and e-signature approval of work order operation material transactions ensures validation and evidence for audit purposes.

Now, let's walk through demo flow of this feature. First, production operator submits the material transaction for electronic signature approval. The material transaction status changes to pending approval. And an approval required notification is sent to production supervisor. Next, production supervisor reviews the material transaction electronic record and perform single sign-on for electronic signature approval. Finally, production operator refreshes the material transaction status to Approved and perform Submit and Close to complete the material transaction.

Listed are the prerequisite setups required to configure electronic signature approval flow. The setups are enable Work Order Material Transaction for inline electronic signature approval using the task Configure Electronic Signature Preferences. Set up Work Order Material Transaction Approval Rules using the task Manage Task Configurations for Supply Chain Management and set up the task Manage Approval Groups to determine the approvers for each transaction. Please refer to the given documentation to configure each setup mentioned here.

Next, here is the work order to manufacture the item FIT5001. That is virtual reality trainer with 22 inch display. Given are the operations, items, and resources required for its production. Now, let's go to the demo.

Sign in to the application as production operator. Click Work Execution under Supply Chain Execution. Work execution work area landing page is displayed. Click on the View all actions under the Actions menu. Click on the task Report Material Transactions under the Execute Production section in the Actions menu. Enter the work order number and operation sequence and click on the Next button.

The components for operation assembly are listed for material issue as presented here. Click on the Submit for Approval button to initiate electronic signature approval flow. The electronic signature approval drawer opens up. As presented, the material transaction is in pending approval status. The electronic record for given material transaction is generated in form of PDF. An approval required notification is sent to production supervisor for review and approval of submitted material transaction.

Now, production supervisor logs into the application. The application dashboard opens up. Click on the notifications bell icon at the upper right corner of the application. The notification list is displayed. The material transaction approval required notification, prompts the production supervisor to perform electronic signature approval for the material transaction submitted by the production operator. Click on the notification link.

The material transaction electronic signature approval window opens up. Click on the material transaction electronic record PDF document to review. Review the work order and operation details of the material issue transaction in the generated PDF. Review the material transaction component details. Select the checkbox to indicate that the electronic record has been reviewed.

Next, click on the Approve button. The Oracle Access Manager window opens up. Sign in as production supervisor for electronic signature approval. On successful sign in, the electronic signature approval window gets closed automatically.

Now, production operator clicks on the Refresh button. The material transaction status changes to approved. Now, production operator clicks on the Submit and Close button to complete the material transaction. The production operator receives confirmation that the material transaction is successfully reported. This completes the demo of material transaction electronic signature flow.

To recap, with this feature, you can submit the material transaction for electronic signature approval. Approval required notification is sent to the approvers. Approvers can review the material transaction electronic record and perform single sign-on to approve or reject. Refresh of the material transaction status updates it to approved or rejected. On submit and close of the approved material transaction, the initiator receives confirmation of the successful completion. On submit and close of the rejected material transaction, the initiator needs to resubmit the material transaction again for electronic signature approval. This concludes the demo of this feature. Thanks for watching.