|
The Transaction Summary
The Transaction Summary shows you who is scheduled to approve
this transaction or receive an FYI. It also shows a summary of
information included in the PeopleSoft transaction. From within
the Transaction Summary screen, you may take action on this transaction.
| Worklist Home |
Returns you to the My Pending Items worklist. |
| Quick Summary |
A little summary of data to help orient you in this transaction. |
| Help |
Takes you to a special help page for originators. |
| End Session |
Logs you out of the Worklist Manager and checks in any items
you reviewed but did not take action on. |
| Approval
Schedule |
The Approval Schedule shows who is scheduled to approve
this transaction and who will receive an FYI. Anyone who
has the same role and sequence is in a group. Only one person
from the group needs to take action on the transaction.
This is the same approval schedule that the approvers will
see.
In this
Approval Schedule...
Richard and Nilda have the same role
and the same sequence, therefore only one of them needs
to take action to approve this transaction for the Position
Approver Role. Next, an email is sent to Ammy since
she is the next person in sequence. Ammy must take action
since she is the only person with her approval role
and sequence. Since Ammy is the last approver role on
the transaction, the three FYI recipients will receive
their email notifications after Ammy approves the transaction.
Eileen does not need to take any action and will not
receive any emails because she is the super-approver. |
|
| Super-Approver |
Every transaction gets a super-approver. The super-approver
does not take any action on a normal transaction, but is assigned
to every transaction so that if something happens to the scheduled
approvers and the transaction must be immediately approved,
the super-approver can step in and approver the transaction
fully in one step. |
Action
buttons:
Recall
Decline |
The originator has the power to recall or delete a transaction.
These buttons are repeated again at the bottom of the Transaction
Summary to enable you to take action there after reading the
transaction summary. |
| Return to
Worklist |
Returns you to the Worklist without taking any action on
this transaction. This button behaves in exactly the same
manner as the Worklist Home button above. |
Transaction
Summary |
The transaction summary contains all of the critical data
related to this transaction as it was entered into PeopleSoft.
This is the same summary that approvers will see. |
Recall and Delete
As an originator, there are two actions you may take to pull
a transaction back without approval.
| Recall |
Removes the transaction from all approver's worklists and
returns the transaction to PeopleSoft. You may then make changes
and resubmit the transaction for approval. |
Delete |
Deletes the transaction from your worklist, any approver's
worklists, and from the PeopleSoft staging tables. |
These two actions are useful whenever there is a change in plans,
when you notice a problem or typo in a pending transaction, or
when you need to adjust the approver list. However, for most transactions,
you will not use these actions. Click the Return to Worklist arrow
or the Worklist Home button to go back to My Pending Items without
taking action.
 Now
that you're familiar with the Worklist Manager, it's time to try
it out. Click the interactive
demonstation icon to begin.
Next Topic: A Few Details...
>> |