PeopleSoft Approval Framework Rel 9.1

Approval Framework is delivered in PeopleSoft Applications as part of Enterprise Components. Each product line delivers pre-defined approval processes. This course will teach students how to set up the approval routings according to their own organizational criteria and hierarchy.

Students will set up users lists, notifications, criteria, stages, paths, and steps to route approvals. Students will also set up dynamic approvals and use the Approval Monitor.

Learn To:

• Set Up Approval Process Definition
• Define Approvers
• Register and Configure Approval Transaction
• Define Dynamic Approvals
• Use the Approval Monitor

Audience

• Developer
• System Analysts
• Project Manager
• Technical Consultant

Course Topics Configuring Approval Framework

• Describing Approval Framework
• Describing Approval Features
• Implementing Approval Framework
• Defining Supporting Objects

Registering and configuring Approval Framework

• Setting up the Transaction Registry
• Configuring Transactions
• Defining a Notification

Defining Approvals

• Defining Users for Approval Framework
• Describing User Lists
• Creating User Lists

Setting up Approval Framework process definitions

• Describing Approval Processes
• Defining Criteria for Approval Framework Processes
• Defining Paths for Approval Framework Processes
• Defining Steps for Approval Framework processes

Defining Dynamic Approvals

• Describing Dynamic Approvals
• Setting up Approval Authorizations
• Defining Dynamic Approval Paths

Using the Approval Monitor

• Describing the Approval Monitor
• Configuring the Approval Monitor
• Using the Approval Monitor
• Using the User Monitor

Course Objectives

• Set up approval process definitions
• Define dynamic approvals
• Use the Approval Monitor
• Describe Approval Framework
• Configure Approval Framework
• Register and configure approval transactions
• Define approvers