PeopleSoft Workflow Rel 8.50

PeopleSoft Workflow consists of a powerful set of tools that enables you to automate time-consuming business processes and deliver the right information to the right people at the right time. By using workflow, you can increase efficiency, cut costs, and keep up with rapidly changing customer and competitive challenges. Transaction approvals in workflow can be implemented using either Virtual Approver or Approval Framework to simplify and standardize approval processing in PeopleSoft applications.

Learn To:

• Automate, streamline and control the flow of data
• Use and create email routing and ad-hoc notifications
• Design a workflow application
• Create batch workflow applications
• Set up and use Virtual Approver
• Set up approval process in Approval Framework

Audience

• Technical Consultant
• System Analysts
• Developer
• Business Analysts
• Application Developers

Course Topics Using and Creating Navigator Maps

• Assigning a Navigator Homepage
• Using Navigator Homepage
• Using a Worklist
• Creating Navigation Maps
• Creating Activity Definitions
• Creating Step Definitions
• Creating Business Process Definitions
• Listing Guidelines for Creating Business Process Definitions

Identifying Workflow

• Explaining Rules, Roles, and Routing in Workflow
• Illustrating the Workflow Architecture
• Explaining Methods for Triggering Workflow

Developing Workflow Applications

• Identifying the Steps in Workflow Development
• Designing Workflow Applications
• Analyzing Business Requirements
• Diagramming and Documenting the Process Flow

Building Supporting Definitions

• Describing Supporting Definitions
• Reviewing Application Development Steps

Creating Roles and Users

• Explaining the Relationship Between Roles and Users
• Describing the Attributes of a PeopleSoft User
• Differentiating Between a User List Role and a Query Role
• Creating PeopleSoft User List Roles
• Creating Query Roles

Creating Worklist Records

• Examining Worklist Instances
• Describing Worklist Routing
• Creating Worklist Record Definitions

Creating Events and Routings

• Creating Events
• Creating Worklist Routings
• Differentiating Pooled and Non-pooled Worklists
• Indicating When an Item is Worked
• Mapping Fields to a Worklist

Creating Event Triggers

• Describing Workflow PeopleCode
• Identifying the Workflow PeopleCode Function
• Writing Event Triggers

Testing Workflow

• Using the Worklist Monitor
• Testing Workflow Applications
• Developing Workflow Applications

Using and Creating Email Routings

• Setting Up Default Messages
• Sending Messages
• Creating Email Routings

Using Ad Hoc Notifications

• Explaining the Purpose of Ad Hoc Notification
• Describing the System Default Generic Template
• Setting Up and Sending Ad Hoc Notification
• Creating Component Templates
• Creating Generic Templates

Using and Creating Route Controls

• Explaining the Purpose of Route Controls
• Listing the Steps to Define Route Controls
• Creating Route Control Types
• Defining Route Control Profiles
• Assigning Route Control Profiles to Users
• Reviewing Role Users
• Mapping Route Control Queries

Administering Workflow

• Monitoring Worklist Volume
• Defining and Running Worklist Timeout Process
• Running Workflow Reports
• Updating Individual Worklist Entries
• Archiving Worklists

Using Batch Workflow Processing

• Creating Batch Workflow Applications
• Describing State Records
• Reviewing the Application Engine Program
• Describing Component Interfaces
• Creating Component Interfaces
• Instantiating Component Interfaces in Application Engine Programs
• Creating Process Definitions

Using Virtual Approver

• Diagramming the Business Process with Virtual Approver
• Using Virtual Approver
• Configuring Resubmit for Virtual Approver Work-lists

Setting Up Virtual Approver

• Creating Approval Rules
• Triggering Virtual Approver
• Maintaining Approval Rules
• Testing Virtual Approver

Implementing Route Controls With Virtual Approver

• Editing Approval Rule Set for Route Controls
• Linking Route Controls to Virtual Approver Rules

Creating Worklist Feeds

• Describing Worklist Feeds
• Publishing Worklist Feeds
• Using Worklist Feeds
• Managing Worklist Feeds

Configuring Approval Framework

• Describing Approval Framework
• Describing Approval Features
• Implementing Approval Framework
• Defining Supporting Objects
• Setting Up the Transaction Registry
• Configuring Transactions
• Defining a Notification

Setting Up Approval Framework Process Definitions

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

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

• Build a workflow application
• Describe PeopleSoft Workflow
• Use and create Navigator maps
• Design a workflow application
• Use and create email routing and ad-hoc notifications
• Use and create route controls
• Administer workflow
• Create batch workflow applications
• Set up and use Virtual Approver
• Set up approval processes in Approval Framework