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Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential. 1
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PeopleSoft Common Components 9.1 Forms and Approval Builder Victoria Cleven – Principal HCM Business Solutions Consultant
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
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…
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential. 4
Agenda
• Business Need • Solution • Functional Overview • Demonstration • Additional Resources
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
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.
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
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
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder
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• 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
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Enter Form Name and Description
8
Navigate to the Form Design Wizard
Enter the Form Label and
Description
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Enter Form Instructions
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Enter Form Fields
10
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Enter Form Fields
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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
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Arrange Form Fields – 1 or 2 Columns
12
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.
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Add Attachments
13
Add attachments
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Select the Menu Folder to Publish the Form to
14
Location that the form will be published to
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Create the Sequential Approval Steps
15
Add Approvers from the list set up in the
Approval Workflow Framework
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Preview the Form
16
Note Required fields
Check that the drop down items
are correct
Verify that the prompt is working
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Activate the Form
17
Activate the Form
Confirmation Message
The Form is now available in the Main Menu.
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Define Record Prompt
18
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Forms and Approval Builder Filling in a Form
19
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
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Filling in a Form
20
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
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Read and Upload Attachments
21
Submit the required attachments to the form.
Open and read the attachments on the
form.
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Submit Form for Approval
22
Preview who will be approving your form.
Submit your form for approval.
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Approval
23
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.
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Search for Forms
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Manage your Forms
25
Activate or Inactivate all forms in the system in
one place
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Manage your Forms
26
View the number of forms in each approval status in the
system.
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder Manage your Forms
27
Change the owner of a form
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential. 28
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Demonstration
Application for payment of First Aid Allowance
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Additional Resources
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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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A Q & Q & A
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