JD Edwards & Peoplesoft 3 _ Victoria Cleven _ Enhance Usability using PeopleSoft Forms and...

PeopleSoft Common Components 9.1 Forms and Approval Builder Victoria Cleven – Principal HCM Business Solutions Consultant

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Please Note…

Agenda

•  Business Need •  Solution •  Functional Overview •  Demonstration •  Additional Resources

Business need

•  Companies have many business processes that are not typically automated in an ERP system

•  Paper forms or email templates are used to handle these processes.

•  Emails are difficult to track through the system when thousands of such requests are made daily.

•  It is difficult to analyze the number of transactions that are processed in a year through email.

Solution

•  Business Analysts should be able to create forms and design workflows without using App Designer

•  No coding required •  No upgrade impact •  A typical form and approval workflow can be

designed and deployed in less than half hour. •  Architecture uses existing infrastructure for

Supplemental Data and Approvals Workflow Engine. •  Utilizing only PeopleTools technology

Forms and Approval Builder

•  Business Analyst Configurable Forms with Approvals •  Available with Common Components 9.1

1. Design the form 2. Add Attachments 3. Assign Approvers 4. Publish to Menu

1. Enter Details 2. Read and Upload Attachments 3. Submit for Approval

Quick and Easy to Create and Deploy

Easy to Use

•  Paperless Office •  Audit Trail

Increases Efficiency

•  Immediate Availability of Approvals

Forms and Approval Builder Enter Form Name and Description

Navigate to the Form Design Wizard

Enter the Form Label and

Description

Forms and Approval Builder Enter Form Instructions

Forms and Approval Builder Enter Form Fields

Make fields required

Prompt Type lets you prompt against PeopleSoft

Records

Code Type allows you to create a list of values that a user can select from a drop down box

on the form.

Long Label is used when

Single Column Style is selected

Forms and Approval Builder Arrange Form Fields – 1 or 2 Columns

Use the up arrow to move a field up in

the column Select fields from the top grid then

click to move them to the right column

Select Single column style if you only want 1 column and the Long

Labels to be used.

Forms and Approval Builder Add Attachments

Add attachments

Forms and Approval Builder Select the Menu Folder to Publish the Form to

Location that the form will be published to

Forms and Approval Builder Create the Sequential Approval Steps

Add Approvers from the list set up in the

Approval Workflow Framework

Forms and Approval Builder Preview the Form

Note Required fields

Check that the drop down items

are correct

Verify that the prompt is working

Forms and Approval Builder Activate the Form

Activate the Form

Confirmation Message

The Form is now available in the Main Menu.

Forms and Approval Builder Define Record Prompt

Forms and Approval Builder Filling in a Form

1. Navigate via the Main Menu folder

that you placed the form in.

2a. Or navigate via the Forms folder and select

Search/Fill in a Form

2b. And add a form of type Higher Education

Reimbursement

Forms and Approval Builder Filling in a Form

Set the Priority of your form

Enter a due date

Enter additional information

Give your form a Title

Read the instructions for filling in the form

Forms and Approval Builder Read and Upload Attachments

Submit the required attachments to the form.

Open and read the attachments on the

Forms and Approval Builder Submit Form for Approval

Preview who will be approving your form.

Submit your form for approval.

Forms and Approval Builder Approval

The approver can search for all of the forms he/she is the

approver for.

The approver can enter comments and approve

or deny the form.

Forms and Approval Builder Search for Forms

Forms and Approval Builder Manage your Forms

Activate or Inactivate all forms in the system in

one place

View the number of forms in each approval status in the

system.

Change the owner of a form

Demonstration

Application for payment of First Aid Allowance

Additional Resources

click icons for more information

Information Portal Hosted & Mobile

PeopleBooks

Doc Home Pages and Enterprise Integration

Point Maps

Transfer of Information (TOIs)

Cumulative Feature Overview & Upgrade

Resource Report Tools

Business Process Maps & Entity Relationship

Diagrams

Learn More PeopleSoft Information Development Resources

PeopleSoft Apps Strategy Blog

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JD Edwards & Peoplesoft 3 _ Victoria Cleven _ Enhance Usability using PeopleSoft Forms and...

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