AME Configuration Guide

AME Configuration Guide
An Oracle White Paper Febru a r y 25th 2005
Cont e n t s
et up !nstruction s for AME""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""# !ntrodu c tio n """""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""# !nstallation tep s """""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""2 # $ %o& to Open Appro' al s Mana g e ( e n t cre e n """""""""""""""""""""""""""""""""""""""""""2 2 $ %o& to set trans a c ti o n type """"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""2 ) $ %o& to cre at e AME Attribut e s """""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""") * $ %o& to cre at e a tring Condition """"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""* 5 $ %o& to cre at e a +u( eric Condition """"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""", - $ %o& to cre at e a .oolea n Condition """""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""/ ,$ %o& to cre at e a 0yna (i c Appro'al Group """""""""""""""""""""""""""""""""""""""""""""""""""/ 1 $ %o& to cre at e a 2ist Creation 3ule &ith uper'isor %ierarc h y """""""""#0 / $ %o& to cre at e a 2ist Creation 3ule &ith Appro' er Group" """"""""""""""""""#* #0 $ %o& to cre at e a Post4 2ist Creation 3ule &ith Appro' er Group s """"#-
AME Configura tion Guide File 3ef5 22202 / / ) 1" d oc Co(pa n y Confide ntial 4 For intern al use only
etup !nstructions for AME
ii
Se t u p Instru c t i o n s for AME

Intro d u c t i o n
AME4 Oracle Appro' al Mana g e ( e n t is ne& feat ur e of e4 busin e s s suite to configur e appro' al bas e d on 'arious conditions &ithout cust o ( i6ing the und erl yin g &or7flo& proc e s s e s " 8sing AME9 elf4 ser'ic e cust o ( i6 a tio n can be ( a d e e:tr e ( e l y eas y to de' el o p9 ( aint ai n and upgr a d e " ;he curre n t docu ( e n t e:pl ai ns ho& to set u p AME for your %3 elf4 ser'ic e (od ul e using cust o ( tran s a c ti o n typ e <%M= Oracl e elf er'ice %u( a n 3esourc e s>"
Enviro n m e n t Nam e :
##"5"# 0
Oracl e Appliation s
Mac hi n e :
?Mac hi n e +a( e @
etup !nstructions for AME File 3ef5 22202 / / ) 1" d oc Co(pa n y Confide ntial 4 For intern al use only
ii
Inst all a t i o n St e p s
1 How to Op e n Appro v a l s Man a g e m e n t Scr e e n
2ogin &ith sys a d ( i n as user" Clic7 on AAME Application Ad(inistr a t or A" Clic7 on <Appro' al s> function" ;he AME &indo& &ill ope n"
How to s e t tra n s a c t i o n t!p e
On AME cre e n Clic7 on < et ;rans a c tio n ;ype>" elect <%M= Oracle Clic7 on Continu e " elf er'ice %u( a n 3esourc e s < fro( ;rans a c tio n ;ype 2ist"
ii
" How to cre a t e AME Attri# u t e s
et ;rans a c ti o n ;ype to <%M= Oracle Clic7 on <Attribut e> tab" Clic7 on <Add Attribut e> butto n
elf
er'ice %u( a n 3esourc e s<"
On <Creat e an Attribut e4 tep #> pag e 9 select <Creat e +e& +a( e> to crea t e a ne& attribut e " <8se elect e d +a( e> is use d to reus e e:isting define d attribut e na ( e and to assign its usa g e to select e d trans a c ti o n type" On <Creat e an Attribut e4 tep 2> pag e 9 ent er na ( e of attribut e in na ( e field say <PABCC%A+GECPC;>9 and clic7 on continu e"
On <Creat e an Attribut e4 tep )> pag e 9 elect attribut e typ e9 ent e r description" hould the attribut e cont ai n a const a n t 'alu e set < tatic 8sag e> to <Bes> oth er&is e set < tatic 8sag e> to <+o> and ent er the Duer y in <8sage> field to popul at e the 'alue of attribut e at run ti( e"
ii
!n abo' e Duery <5tran s a c ti o n!d> is the <Wor7flo& Proces s ;rans a c ti o n !d> and it is pass e d to the Duery at run ti( e" ;he Duery (ust short" !n order to perfor ( co( plicat e d calcul atio n custo ( function s can be use d to retrie' e the attribut e 'alue s"
$ How to cre a t e a Strin g %on di ti o n
et ;rans a c ti o n ;ype to <%M= Oracle Clic7 on <Condition s> tab"
elf
Clic7 <Add a Condition> .utton on bott o ( of pag e " On <Choos e a condition type> pag e 9 select <Ordinar y> radio butto n9 and Clic7 on <Continu e>
ii
On <Choos e the ConditionAs Attribut e> pag e9 select the rele' a n t Attribut e e"g" WO3=F2OWCP3OCE C+AME9 and Clic7 on <Continu e>"
On <Creat e a Condition on a
tring Attribut e> pag e ent e r the 'alu e9 and Clic7 on <Continu e>"
ii
Euit if the attribut e nee d s be chec7 e d for only one 'alue" !f attribut e ne e d s to be chec7 e d agai n st a list of 'alue clic7 on <Add ;e:t Falue> and add the seco n d 'alue" 2i7e this a list of 'alue s can be crea t e d "
Follo&ing sna p s h o t sho& the condition WO3=F2OWCP3OCE C+AME in G< %M=C3EGCC%GC%O83 CH PCP3C>9 <%M=C3EGCPC3A;ECH PCP3C>9 <%M=C3EGC;3A+ FE3CH PCP3C>I"
ii
& How to cre a t e a Nu m e ri c %ondi ti o n
elf
Clic7 <Add a Condition> .utton on bott o ( of pag e " On <Choos e a condition type> pag e 9 select <Ordinar y> radio butto n9 and Clic7 on <Continu e>
ii
On <Choos e the ConditionAs Attribut e> pag e9 select the rele' a n t Attribut e e"g" PABCC%A+GECPC;9 and Clic7 on <Continu e>" Enter lo&er li(it and upp e r li(it as reDuir e d9 set <includ e lo&er li(it>9 and <includ e upp er li(it> as reDuire d and < ub (it Chan g e s>" Follo&ing sna p s h o t s sho& J0 ? PABCC%A+GECPC;K9 and J0 ? PABCC%A+GECPC; ? ,K resp e c ti' el y"
Clic7 on Duit onc e don e"
ii
' How to cre a t e a (ool e a n %on diti o n
elf
Clic7 <Add a Condition> .utton on bott o ( of pag e " On <Choos e a condition type> pag e 9 select <Ordinar y> radio butto n9 and Clic7 on <Continu e> On <Choos e the ConditionAs boole a n Attribut e> pag e9 select the rele' a n t Attribut e e"g" COMPA3EC3A;!OC3A+GECEL! ; 9 and Clic7 on <Continu e>" elect <true> or <false> fro( <'alue> radio butto n s9 and sub (it cha n g e s " Follo&ing sna p shot sho&s JCOMPA3EC3A;!OC3A+GECEL! ; is trueK condition"
) How to cre a t e a *!n a m i c Appro v a l +rou p
et ;rans a c ti o n ;ype to <%M= Oracle Clic7 on <Groups> tab"
elf
Clic7 on <Add Group> butt o n on botto ( of pag e" Enter +a( e9 0escription9 Euery9 and select <Acti'e list> to <>dyn a ( i c> radio butt o n" Clic7 on < ub(it Chan g e s> butto n9 Duit once don e" Follo&ing sna p s h o t sho& <%3 E3 Cont ac t> appro' al group setting s"
ii
3epe a t abo' e step s for other dyn a ( i c appro' al group s"
, How to cre a t e a -ist %rea ti o n .ule with Su p e r v i s o r Hier ar c h !
et ;rans a c ti o n ;ype to <%M= Oracle
elf
Clic7 on <3ules> tab9 then on <Add 3ule and 8sag e> butt o n on bott o ( of pag e " On <Add a 3ule4 tep # < pag e 9 Add 3ule 0escription in <0escription> te:t bo:" elect defa ult 'alu e <list4 cre ati on> for rule typ e9 and Clic7 on <Continu e>
On <Add a 3ule4 tep 2> pag e 9 select J chains of aut h orit y bas e d on nu ( b e r of sup er'i sor y le'elsK radio butt o n9 and clic7 on contin u e as sho& belo&"
ii
On <Add a 3ule4 tep )> pag e 9 fro( < uper'isor 2e'el ActionsK9 select J sup e r'isory le'el5 3eDuire appro' al s up to the first sup e rior9 at (ost K elect <action> for <Cate go r y> radio butto n s9 and clic7 on <Continu e> as sho& belo& "
On <Add a 3ule4 tep *> pag e 9 Fro( J%ea d e r Attribut e s K9 8sing CtrlMMou s e Clic7 select all the attribut e s reDuire d for conditions on this rule and Clic7 on Continu e as sho& belo&"
ii
On <Add a 3ule4 tep 5> pag e 9 Fro( J%ea d e r Attribut e s K9 Chec7 all the reDuir e d condition s9 and Clic7 on Continu e " ;o furth er 7no& the det ails of condition9 clic7 on the icon 832 N( ar7 e d &ith red arro&O left to condition na ( e "
ii
;his co( pl e t e s the set u p for <list cre ati on> rule bas e d on sup er'i sor hier arc h y" Abo'e set up co( pl e t e s the follo&ing AME 3ule"
ii
/ How to cre a t e a -ist %rea ti o n .ule with Appro v e r +rou p 0
elf
Clic7 on <3ules> tab9 then on <Add 3ule and 8sag e> butt o n on bott o ( of pag e " On <Add a 3ule4 tep # < pag e 9 Add 3ule 0escription in <0escription> te:t bo:" elect defa ult 'alu e <list4 cre ati on> for rule typ e9 and Clic7 on <Continu e> On <Add a 3ule4 tep 2> pag e 9 select J chain of aut h orit y includ e s an appro' al grou pK radio butt o n9 and clic7 on <Continu e> as sho& belo&"
ii
On <Add a 3ule4 tep )> pag e 9 fro( Jappr o' al4 grou p chain of aut h orit y ActionsK list select reDuire d appro' al grou p and clic7 on <Continu e> as sho& belo&" Chose defa ult 'alu e <action> for <Cate g or y>9 and continu e"
ubs e D u e n t ste p s as sa ( e as (e n tio n e d abo' e for J 2ist Creation 3ule &ith %ierarc h y K" Follo& i(a g e s sho& the corres p o n di n g rule"
uper'isor
ii
11 How to cre a t e a 2o s t 3 -ist %rea ti o n .ule with Appro v e r +rou p s
elf
Clic7 on <3ules> tab9 then on <Add 3ule and 8sag e> butt o n on bott o ( of pag e " On <Add a 3ule4 tep # < pag e 9 Add 3ule 0escription in <0escription> te:t bo:" elect defa ult 'alu e <post4 list appro' al grou p> for rule type9 and Clic7 on <Continu e>
ii
On <Add a 3ule4 tep 2> pag e 9 select Jchai n of aut hority includ e s an appro' al groupK radio butt o n9 ubs e D u e n t ste p s are si(ilar to J 2ist Creation 3ule &ith Appro' er Group K"
ii

AME Configuration Guide

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AME Configuration Guide

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AME Configuration Guide

An Oracle White Paper Febru a r y 25th 2005

etup !nstructions for AME

Se t u p Instru c t i o n s for AME

How to s e t tra n s a c t i o n t!p e

" How to cre a t e AME Attri# u t e s

er'ice %u( a n 3esourc e s<"

$ How to cre a t e a Strin g %on di ti o n

et ;rans a c ti o n ;ype to <%M= Oracle Clic7 on <Condition s> tab"

er'ice %u( a n 3esourc e s<"

& How to cre a t e a Nu m e ri c %ondi ti o n

et ;rans a c ti o n ;ype to <%M= Oracle Clic7 on <Condition s> tab"

er'ice %u( a n 3esourc e s<"

Clic7 on Duit onc e don e"

' How to cre a t e a (ool e a n %on diti o n

et ;rans a c ti o n ;ype to <%M= Oracle Clic7 on <Condition s> tab"

er'ice %u( a n 3esourc e s<"

) How to cre a t e a *!n a m i c Appro v a l +rou p

et ;rans a c ti o n ;ype to <%M= Oracle Clic7 on <Groups> tab"

er'ice %u( a n 3esourc e s<"

3epe a t abo' e step s for other dyn a ( i c appro' al group s"

, How to cre a t e a -ist %rea ti o n .ule with Su p e r v i s o r Hier ar c h !

et ;rans a c ti o n ;ype to <%M= Oracle

er'ice %u( a n 3esourc e s<"

/ How to cre a t e a -ist %rea ti o n .ule with Appro v e r +rou p 0

et ;rans a c ti o n ;ype to <%M= Oracle

er'ice %u( a n 3esourc e s<"

11 How to cre a t e a 2o s t 3 -ist %rea ti o n .ule with Appro v e r +rou p s

et ;rans a c ti o n ;ype to <%M= Oracle

er'ice %u( a n 3esourc e s<"

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