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PeopleSoft Approval Framework (AWE) Basics Overview

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Approval Framework (AWE) Basics Overview

Laurie Thomas Senior Support Engineer

Objective
Provide basic understanding of the Approval Framework and Approval Workflow Engine (AWE) using PeopleSoft 9.1 Applications. Lay foundation in preparation for next AWE Advisor sessions in this series.

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Approval Framework (AWE) 2011 Advisor Sessions

Title Approval Framework (AWE) Basics Overview Approval Framework (AWE), Configuring to be Site Specific Date Sept. 7th Sept. 21st

Approval Framework (AWE) Monitoring and Administration

Approval Framework (AWE) Notification and Escalation (NEM) Processing Approval Framework (AWE) Email Collaboration Approvals

Oct. 5th
Oct. 19th Nov. 2nd

Using HCM 9.1 Delegation with Approval Framework (AWE)

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Nov 16th

Agenda
History of Approval Workflow Engine (AWE) The Approval Framework Foundation Process Flow of AWE Implementers & End Users AWE Terminology & Approval Process Setup Additional Resources Q&A

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History of Approval Workflow Engine (AWE)

The foundation of AWE is PeopleTools Workflow Business Process, Activity, and Events The Approval Workflow Engine (AWE) is a product that evolved from eProcurement.
Adopted early with Expenses in 8.9

Application AWE adoption per release;

8.8, ~18, in 8.9, and ~25 in 9.0, ~30 in 9.1~ 100

AWE delivered with PeopleTools in PT 8.49.

Consolidated codeline between HCM and FSCM in PS 9.0.

AWE delivered as Enterprise Component with PS 9.1.

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History of Approval Workflow Engine (AWE)

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AWE Foundation

Business Process = EOAW_APPROVALS

Activity = EOAW_ROUTE Creates User Worklists Activity = EOAW_REDIRECT Redirects User to Application Approval Page
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Activity = EOAW_ROUTE

Worklist Attributes
PSWORKLIST.INSTSTATUS=2
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Activity = EOAW_ROUTE

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Process Flow of AWE

What, How, When, & Who

Developers Define What & Who Implementers Define How & When
(What) Transactions: The Transaction Registry is used to identify how the calling application will interact with AWE. (How) Approval Process Definitions: The Approval Process Definition pages allow the functional analyst to define the workflow steps to be executed in order for the transaction to be approved. (When) Configurations: The Approval Process Configuration page allows the user to define events that trigger notifications. (Who) User Lists: User Lists are generated by User Roles, SQL Definitions, PS/Query options and Application Packages.

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Process Flow of AWE

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Implementers & End Users

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Implementers & End Users

PeopleSoft Development Delivered
1.
2. 3. 4. 5. 6.

Develop Transaction entry and Approval components

Create Approval cross reference table Create a view of users Develop Approval transaction handler class Develop code to launch and manage the approval Create the Notification Templates for Email Register the Approval Transaction Develop User Lists
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Consider for Customization

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7. 8.

Implementers & End Users

Custom Site Specific Focus
1. 2. 3. 4. Modify Notification Email Templates Develop User Lists Configure Process Definitions Transaction Configuration Configure Approval User Monitor

5.

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AWE Terminology & Setup

(What) Transactions

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AWE Terminology & Setup

Register Transactions

Enable Notification

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AWE Terminology & Setup

Register Transactions

Internal URL is Tied To

Tools URL for Generation of Email Notification URL

http://ple336268.us.oracle.com:8200/psp/E910GXAM/EMPLOYEE/EMPL/c/APPROVE_EXPENSE_ TRANSACTIONS.EX_SHEET_APPR.GBL?Action=U&SHEET_ID=0000000097

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AWE Terminology & Setup

(How) Approval Process Definitions

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AWE Terminology & Setup

Stages

Stages are used to contain one or more Paths Stages execute sequentially Each Stage must complete before the next begins Stages can be defined at the Header or Line level, not both Multiple stages can exist for either line or header level
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AWE Terminology & Setup

Paths

More than one Path can exists per Stage Path processing is done in parallel ie, Routing line items to different User Lists Paths can have either Static or Dynamic Source Static source, is set number of Steps Dynamic source, User List runs again until no returns Dynamic can use Approval Authorization Criteria.
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AWE Terminology & Setup

Path Details

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AWE Terminology & Setup

Steps

Step is a unit of work that must complete before advancing When the Path is Static, there can be multiple Steps. When the Path Dynamic, there can only be one Step and the user list cannot be based on a Role. Steps are triggered based on criteria resolving to true.

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AWE Terminology & Setup

Criteria Definitions

4 Levels of Criteria

3 Types of Criteria
Evaluates to Boolean (true or false)

Satisfy All Criteria

Header/Line Record.Field Values

Monetary Criteria

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AWE Terminology & Setup

Criteria Definitions, continued

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AWE Terminology & Setup

Step Detail

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AWE Terminology & Setup

(When) Transaction Configuration

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AWE Terminology & Setup

Transaction Configuration

Notification Options

PeopleBooks > Approval Framework > Using Email Collaboration > Email Collaboration Support Matrix
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AWE Terminology & Setup

Transaction Configuration

Events

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AWE Terminology & Setup

Transaction Configuration
Events SQL Object Identifier

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AWE Terminology & Setup

Transaction Configuration
Events Notifications

My System Profile

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AWE Terminology & Setup

(Who) User List Setup - Source: Role
4 Types of User List Only Returns OPRID Site Specific, Customize

Role User List exposes Route Control Uses WF Routing & Role Uses Security User Profile Role Route Control

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AWE Terminology & Setup

User List Setup Source: SQL Definition
User Lists Always Only Return OPRID

Directly relate to Binds in SQL Definition, ie :1, :2

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AWE Terminology & Setup

User List Setup Source: Query

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AWE Terminology & Setup

User List Setup Source: Query, continued

User Lists Always Only Returns OPRID ROLEUSER=OPRID

Checking User List Transaction Keys as Input box Directly relate to Binds in SQL Definition, ie :1, :2
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AWE Terminology & Setup

User List Setup Source: Application Class
Considered customization if not delivered

Extends the class EOAW_CORE:DEFN:User ListBase

Use the GetUsers method to create an array of users Additional Business Logic
UserList Attributes are used for application class User Lists

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Additional Resources
Knowledge Documents For Both 9.0 & 9.1 Fixes and Performance Improvements
E-AWE: Enterprise Component Bundles, Releases in 2011 (Doc ID 1280191.1) E-AWE: Approval Framework Indexes for 9.1 Applications (Doc ID 1289904.1) E-AWE: Approval Framework Project Containing Fixes From PT 8.49.00 Through PT 8.49.30 For 9.0 Applications Only (Doc ID 1067463.1) E-AWE: Approval Framework Project Containing Fixes from PT 8.50.00 through PT 8.50.14 For 9.0 Applications Only (Doc ID 1272003.1) E-AWE: Functionality to Save, Preview, and Submit Resulting in Poor/Slow Performance. ( 9.0 Indexes) (Doc ID 1159600.1) Performance/Deadlock Issues Caused By SYNCID DB Triggers (Doc ID 1059120.1) E:AWE - Workflow Functionality Results in Database Locking and/or Contention on PSWLINSTMAX Table, with Large Number of Concurrent Users (Doc ID 1159844.1) Approval Framework (AWE) Functionality to Save, Preview, and Submit Resulting in Poor/Slow Performance (Doc ID 1159600.1) 9.0 Apps E-AWE: DB2 Worklist Creation Issue with Approval Framework Transactions (Doc ID 1350054.1) E-AWE: Submission Of Concurrent AWE Transactions, Result In Duplicate Key Insert Error In PS_PT_WF_NOTFY_TBL (Doc ID 1350132.1) E-AWE: Recommended Indexes for Application Cross Reference (XREF) Tables to Improve Performance of Approval Workflow Engine (AWE) (Doc ID 1328945.1)
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THANK YOU

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