Approving Solutions Using Fluid Approvals

This topic describes how to approve solutions using fluid approvals.

Page Name

Definition Name

Usage

Approvals tile

EOAWMA_USER_FL

To access the Pending Approvals page.

Pending Approvals page

EOAWMA_MAIN_FL

To view different solutions submitted by content owners.

Use the Pending Approvals (EOAWMA_MAIN_FL) to view different solutions submitted by content owners. On the Pending Approvals page, you can view all pending approvals for new solutions as well as update solutions.

Navigation:

  • On the HR Service Manager home page, click the Approvals tile to access the Pending Approvals page.

  • Click the push notification (or the link from an email notification) of a solution, if notifications are enabled in the setup.

This example illustrates the fields and controls on the Pending Approvals page.

Pending Approvals page

When you click New Solution or Update Solution in the left panel, the page will display pending approvals sorted by the date on which the approval request was received, with the oldest pending approval displaying first.

Field or Control

Description

View By

Select how you want the page to display approval requests. You can group pending approvals by these view options:

  • Type (default view when you access the Approvals tile)

    Groups approval requests by approval process. For example, you can display all solution types in one list, or Approval Process such as "New Solution" or "Update Solution".

  • Date Routed

    Provides a weekly grouping of pending approvals based on the date the approval was sent. Category tabs may include:

  • From

    Groups pending approvals by the last sender. The last sender could be either the requestor of the solution or the last approver in the approval chain. If the last approver step in the approval chain has multiple approvers, the name of the last person who approved the request is displayed.

  • Requestor

    Shows a list of requestors who request solution approval.

Use the Pending Approvals - New Solution to approve, deny or pushback the new solution.

The field and controls on the Pending Approvals - Update Solution is similar to Pending Approvals - New Solution.

Navigation:

Click the New Solution on Pending Approvals.

This example illustrates the Pending Approvals - New Solution.

 Pending Approvals New Solution page

To approve a new solution or update solution as a knowledge manager, perform the following:

  1. Login as user with "Knowledge Manager-Approver" role.

  2. Access the Pending Approvals page.

  3. Select the New Solution or Update Solution.

  4. Click the solution you want to approve.

    This example illustrates the Pending Approvals - New Solution page.

     New Solution page2

  5. To view the solution details, click the View Solution Details link. This opens the Solution Details in new tab.

  6. Provide your comments in the Approver Comments field and click Submit. This displays the Approve modal window.

    This example illustrates the Approve modal window.

     Approve modal

    Note: Knowledge Managers can also deny or pushback the solution. If the solution is denied, further update is not possible. In case of Pushback, content owner can rework and submit the solution again.

  7. Enter your comments and click Submit.

Approval Chain

Use the Approval Chain Details page (EOAWMA_APPC_SCF) to view the information about approvers associated with the request and approval status.

This example illustrates the Approval Chain Page.

 Approval Chain modal