TIPS-wf71603.ppt

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TIPS-wf71603.ppt

  1. 1. The Worklist Manager <ul><li>  TIPS </li></ul><ul><li>July 16 th , 2003 </li></ul>
  2. 2. The Workflow Project <ul><li>The Workflow Project's basic design goals are to: </li></ul><ul><li>Use existing business applications to the extent possible to meet workflow needs </li></ul><ul><li>Keep the workflow processes as consistent as possible across business applications </li></ul><ul><li>Use Authority Manager for defining system identified approvers and FYI recipients </li></ul><ul><li>Pilot implementation: </li></ul>October 2003 Applicant Hire Add Concurrent Job July 21, 2003 Create Position Create Job Requisition
  3. 3. The Workflow System <ul><li>Originators </li></ul><ul><ul><li>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. </li></ul></ul><ul><li>Approvers </li></ul><ul><ul><li>Approvers may approve, return, or decline transactions from the Worklist Manager. </li></ul></ul><ul><li>FYI Recipients </li></ul><ul><ul><li>FYI recipients receive an email notification that a transaction has occurred. </li></ul></ul><ul><li>Super-Approvers </li></ul><ul><ul><li>This is the system's safety valve. Administrative Systems Support has 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. </li></ul></ul>
  4. 4. Email Notification for Approvers and FYI Recipients
  5. 5. Scheduled Approvers <ul><li>Approvers with the same role and sequence are treated as a group </li></ul><ul><li>Only one approver in a group has to approve the transaction for it to be approved for that role </li></ul><ul><li>A super-approver is added to every transaction </li></ul>
  6. 6. System Demonstration – The Approver’s Worklist
  7. 21. Details <ul><li>For more information, go to: http:// hrweb . stanford . edu / hrms </li></ul><ul><li>-or- </li></ul><ul><li>Attend a Turing Training Session: </li></ul><ul><ul><li>Changes to PeopleSoft – July 21 st , 3:30pm </li></ul></ul><ul><ul><li>The Worklist Manager for Approvers – July 22 nd , 3:30pm </li></ul></ul><ul><li>Important tips: </li></ul><ul><li>Don't use your browser's back button. </li></ul><ul><li>Don't use your browser's refresh button. </li></ul><ul><li>There are some problems with using Netscape. We recommend using Internet Explorer when using the Worklist Manager. </li></ul><ul><ul><li>On Windows, use IE 5.5 or 6.0 </li></ul></ul><ul><ul><li>On Macintosh 9.x, use IE 5.1 </li></ul></ul><ul><ul><li>On Macintosh 10.x, use IE 5.2 </li></ul></ul>
  8. 22. Getting Help <ul><li>Use the Help button in the Worklist Manager </li></ul><ul><ul><li>Different help topics are displayed depending on the tab you are using </li></ul></ul><ul><li>Submit a HelpSU ticket </li></ul><ul><ul><li>For Worklist Manager, use Problem Category: Application - Worklist Manager </li></ul></ul><ul><li>One-on-One Support </li></ul><ul><ul><li>Monday-Thursday, 10am to noon </li></ul></ul><ul><ul><li>Godzilla Training Lab </li></ul></ul><ul><ul><li>July 21st through August 7th </li></ul></ul>
  9. 23. What Questions Do You Have?
  10. 24. The Worklist Manager
  11. 25. Transaction Summary
  12. 30. The Staging Table The PeopleSoft Database The Staging Table
  13. 31. The Staging Table The PeopleSoft Database The Staging Table
  14. 36. Insert email - Harish
  15. 58. Harish/volt email
  16. 63. Dawn email
  17. 68. Eileen email
  18. 72. Allyson email

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