Authority Manager Tutorial
Introduction
  What is the Workflow Project?
Changes to PeopleSoft
  Identifying Approvers
The Worklist Manager
  Sorting and Finding
  The Transaction Summary
A Few Details...
Getting Help
Summary

What is the Workflow Project?

The Workflow Project is charged with providing a central location to perform approvals online, allowing greater accountability and auditability.

In general, a workflow system is an automated process manager that manages process flows across multiple work activities, making business processes flexible, visible, and changeable. Stanford has defined its implementation of workflow to focus on formal approval, approval tracking, and approval auditing.

The Workflow Project's basic design goals are to:

  • Use existing business applications to the extent possible to meet workflow needs
  • Keep the workflow processes as consistent as possible across business applications
  • Use Authority Manager for defining system identified approvers and FYI recipients

Workflow Pilot Implementation

The initial implementation will roll out with online approvals for these PeopleSoft HR transaction types:

Create a Position
Create a Job Requisition
July 21, 2003
Hire an Applicant
Add a Concurrent Job

October 2003

The Workflow system at Stanford will have four kinds of users:

Originators Originators enter transaction data into the administrative system and identify the approvers. In the Worklist Manager, they have the power to Recall or Delete transactions while they are pending approval.
Approvers Approvers may approver, return, or decline transactions from the Worklist Manager.
FYI Recipients

FYI recipients receive an email notification that a transaction has occurred.

Super-Approvers This is the system's safety valve. The Payroll office will have the power to Super-Approve transactions by request. Super-Approval overrides all of the pending approvers on a transaction and fully approves the transaction. FYI recipients still receive their email notification.

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