1   Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
<Insert Picture Here>PeopleSoft Common Components 9.1Forms and Approval BuilderVictoria Cleven – Principal HCM Business So...
Please Note…The following is intended to outline our generalproduct direction. It is intended for informationpurposes only...
Agenda    •  Business Need    •  Solution    •  Functional Overview    •  Demonstration    •  Additional Resources4       ...
Business need    •  Companies have many business processes that are       not typically automated in an ERP system    •  P...
Solution    •  Business Analysts should be able to create forms       and design workflows without using App Designer    •...
Forms and Approval Builder                •  Business Analyst Configurable Forms with Approvals                •  Availabl...
Forms and Approval Builder       Enter Form Name and Description                                                          ...
Forms and Approval Builder    Enter Form Instructions9          Copyright © 2011, Oracle and/or its affiliates. All rights...
Forms and Approval Builder     Enter Form Fields10          Copyright © 2011, Oracle and/or its affiliates. All rights res...
Forms and Approval Builder     Enter Form Fields                                              Prompt Type lets you        ...
Forms and Approval Builder       Arrange Form Fields – 1 or 2 Columns                                                     ...
Forms and Approval Builder     Add Attachments                                                                            ...
Forms and Approval Builder     Select the Menu Folder to Publish the Form to                                              ...
Forms and Approval Builder     Create the Sequential Approval Steps                      Add Approvers from the           ...
Forms and Approval Builder         Preview the Form     Note Required          fields                                     ...
Forms and Approval Builder     Activate the Form                                                                          ...
Forms and Approval Builder     Define Record Prompt18           Copyright © 2011, Oracle and/or its affiliates. All rights...
Forms and Approval Builder     Filling in a Form                                                                          ...
Forms and Approval Builder          Filling in a Form                                                  Read the instructio...
Forms and Approval Builder     Read and Upload Attachments                                                                ...
Forms and Approval Builder         Submit Form for Approval                                                               ...
Forms and Approval Builder      Approval                                                                          The appr...
Forms and Approval Builder     Search for Forms24           Copyright © 2011, Oracle and/or its affiliates. All rights res...
Forms and Approval Builder     Manage your Forms                                                     Activate or Inactivat...
Forms and Approval Builder     Manage your Forms                                                        View the number of...
Forms and Approval Builder     Manage your Forms                                                      Change the owner of ...
<Insert Picture Here>     Demonstration     Application for payment     of First Aid Allowance28       Copyright © 2011, O...
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<Insert Picture Here>     Additional Resources77      Copyright © 2011, Oracle and/or its affiliates. All rights reserved....
Learn More     PeopleSoft Information Development Resources                                                               ...
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QQ&A         &         A      Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and ...
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JD Edwards & Peoplesoft 3 _ Victoria Cleven _ Enhance Usability using PeopleSoft Forms and Approval Builder.pdf

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JD Edwards & Peoplesoft 3 _ Victoria Cleven _ Enhance Usability using PeopleSoft Forms and Approval Builder.pdf

  1. 1. 1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  2. 2. <Insert Picture Here>PeopleSoft Common Components 9.1Forms and Approval BuilderVictoria Cleven – Principal HCM Business Solutions Consultant
  3. 3. Please Note…The following is intended to outline our generalproduct direction. It is intended for informationpurposes only, and may not be incorporated into anycontract. It is not a commitment to deliver anymaterial, code, or functionality, and should not berelied upon in making purchasing decisions.The development, release, and timing of anyfeatures or functionality described for Oracle’sproducts remains at the sole discretion of Oracle. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  4. 4. Agenda •  Business Need •  Solution •  Functional Overview •  Demonstration •  Additional Resources4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  5. 5. Business need •  Companies have many business processes that are not typically automated in an ERP system •  Paper forms or email templates are used to handle these processes. •  Emails are difficult to track through the system when thousands of such requests are made daily. •  It is difficult to analyze the number of transactions that are processed in a year through email.5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  6. 6. Solution •  Business Analysts should be able to create forms and design workflows without using App Designer •  No coding required •  No upgrade impact •  A typical form and approval workflow can be designed and deployed in less than half hour. •  Architecture uses existing infrastructure for Supplemental Data and Approvals Workflow Engine. •  Utilizing only PeopleTools technology6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  7. 7. Forms and Approval Builder •  Business Analyst Configurable Forms with Approvals •  Available with Common Components 9.1 Quick and Easy to Create and Deploy 1. Design the form 2. Add Attachments 3. Assign Approvers 4. Publish to Menu Easy to Use 1. Enter Details 2. Read and Upload Attachments 3. Submit for Approval Increases Efficiency •  Paperless Office •  Audit Trail •  Immediate Availability of Approvals7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  8. 8. Forms and Approval Builder Enter Form Name and Description Navigate to the Form Design Wizard Enter the Form Label and Description8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  9. 9. Forms and Approval Builder Enter Form Instructions9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  10. 10. Forms and Approval Builder Enter Form Fields10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  11. 11. Forms and Approval Builder Enter Form Fields Prompt Type lets you prompt against PeopleSoft Records Make fields required Long Label is used when Single Column Style is selected Code Type allows you to create a list of values that a user can select from a drop down box on the form.11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  12. 12. Forms and Approval Builder Arrange Form Fields – 1 or 2 Columns Use the up arrow to move a field up in the column Select fields from the top grid then click to move them to the right column Select Single column style if you only want 1 column and the Long Labels to be used.12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  13. 13. Forms and Approval Builder Add Attachments Add attachments13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  14. 14. Forms and Approval Builder Select the Menu Folder to Publish the Form to Location that the form will be published to14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  15. 15. Forms and Approval Builder Create the Sequential Approval Steps Add Approvers from the list set up in the Approval Workflow Framework15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  16. 16. Forms and Approval Builder Preview the Form Note Required fields Verify that the prompt is working Check that the drop down items are correct16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  17. 17. Forms and Approval Builder Activate the Form Confirmation Message Activate the Form The Form is now available in the Main Menu.17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  18. 18. Forms and Approval Builder Define Record Prompt18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  19. 19. Forms and Approval Builder Filling in a Form 1. Navigate via the Main Menu folder that you placed the form in. 2a. Or navigate via the Forms folder and select Search/Fill in a Form 2b. And add a form of type Higher Education Reimbursement19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  20. 20. Forms and Approval Builder Filling in a Form Read the instructions for filling in the form Give your Enter a due date form a Title Set the Priority of your form Enter additional information20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  21. 21. Forms and Approval Builder Read and Upload Attachments Open and read the attachments on the form. Submit the required attachments to the form.21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  22. 22. Forms and Approval Builder Submit Form for Approval Preview who will be approving your form. Submit your form for approval.22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  23. 23. Forms and Approval Builder Approval The approver can search for all of the forms he/she is the approver for. The approver can enter comments and approve or deny the form.23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  24. 24. Forms and Approval Builder Search for Forms24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  25. 25. Forms and Approval Builder Manage your Forms Activate or Inactivate all forms in the system in one place25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  26. 26. Forms and Approval Builder Manage your Forms View the number of forms in each approval status in the system.26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  27. 27. Forms and Approval Builder Manage your Forms Change the owner of a form27 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  28. 28. <Insert Picture Here> Demonstration Application for payment of First Aid Allowance28 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
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  77. 77. <Insert Picture Here> Additional Resources77 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  78. 78. Learn More PeopleSoft Information Development Resources Doc Home Pages and Hosted & Mobile Enterprise Integration Information Portal PeopleBooks Point Maps PeopleSoft Apps Strategy Blog Cumulative Feature Business Process Maps & Transfer of Overview & Upgrade Entity Relationship Information (TOIs) Resource Report Tools Diagramsclick icons for more information
  79. 79. 79 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  80. 80. QQ&A & A Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  81. 81. 81 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.

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