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:

1. Open the Document Basic window and click the Approval Template tab.
2. Click New to create a new record.
3. Enter an approval profile ID in the Approval Template field. This field accepts a maximum of 10 characters.
4. Enter a description of the approval template in the Description field. This field accepts a maximum of 40 characters.
5. Click Save.
6. Double click on the lower table to create a new approval line.
7. Enter a value in the Approval Step Number field. This field accepts a maximum of three characters.
8. Enter a description for the template approval step.
9. 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.
10. Optionally, select the Security Checkpoint Required check box to indicate that the user will need to authenticate himself before approving this step.
11. Click Save.
12. 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). 
13. Click OK to close the dialog box and copy in the approval template.
14. Click Save.