Create Approval Template
Explanation
Use this activity to create and maintain approval templates for use in
registering approval steps. An approval template consists of a number of steps.
A prior step, if one exists, must be approved before the next step can begin. If
a prior step is rejected, the next step cannot begin.
One or more approvers can be required for a step. Steps can be copied from an
existing approval template. When defining an approval template, you can specify
that an electronic signature will be required when approving the particular
step.
Prerequisites
- The approval person must exist as an Oracle user.
- The User ID, defined in the
Persons
window, defines the Oracle user ID.
System Effects
- The approval templates can be viewed in the
Document
Basic/Approval Template tab.
- The template IDs will be available in the List of
Values when using approval routing.
- If the Security Checkpoint
Required check box is selected, the user will need to authenticate
himself before approval.
Window
Document
Basic Configuration Basic Data
Related Window Descriptions
Document Basic
Document Basic/Approval
Template
Configuration Basic
Configuration Basic/Approval
Template
Procedure
Note: An approval template can also be created from the
Product
Basic Data/Approval Template tab or the Configuration Basic
Data/Approval
Template tab (requires IFS/Vehicle Information Management) if the relevant component is installed.
To create an approval template, follow these steps:
- Open the
Document Basic window and click the
Approval Template
tab.
- Click New to create a new record.
- Enter an approval profile ID in the Approval Template field. This
field accepts a maximum of 10 characters.
- Enter a description of the approval template in the Description field. This
field accepts a maximum of 40 characters.
- Click Save.
- Double click on the lower table to create a new approval line.
- Enter a value in the Approval Step Number field. This field accepts a maximum of
three characters.
- Enter a description for the template approval step.
- Enter a value in the Person ID or a Group ID field for the step. Use the
List of Values to select and insert a valid value. Entering a value in
either field automatically enters a value in the Name or Group
Description field.
- Optionally, select the Security Checkpoint
Required check box to indicate that the user will need to authenticate
himself before approving this step.
- Click Save.
- To copy lines from an existing approval template, right-click on the
template grid and click Copy Approval Template to open the
Select
Profile to Copy From dialog box. Click the List
button and select a profile ID (approval template).
- Click OK to close the dialog box and copy in the approval template.
- Click Save.