Setting Up and Using Fluid Approvals

PeopleSoft Fluid User Interface is designed for users to access PeopleSoft pages using multiple form factors:

• SFF: Small Form Factor, such as smart phones.

• MFF: Medium Form Factor, such as tablets.

• LFF: Large Form Factor, such as some tablets, laptops, and desktops.

When using a mobile device, you can access the approval pages by selecting the Approvals tile from any home page. When you access approval pages from the Approvals tile, the first page you see is the Pending Approvals page, which displays differently depending on your form factor. Approval transactions listed for each user depends on the permission level established for the user logged in.

Using Fluid, you can take five actions on any approval transaction based on how the transaction has been configured. These actions include:

• Approve

• Deny

• Pushback

• Hold

• Request Information

The applicable action buttons are displayed on the approval pages, sub-banner to the right.

Mass Action for Pending Approvals

This example illustrates the fields and controls on the Pending Approvals page when Mass Approvals is enabled for a transaction category.

Mass approval is available for the following approvals:

• When Type selected in the View By drop-down.

• When the transaction has been configured for mass approval.

• When an individual transaction or transaction group has been selected.

When a transaction type that is enabled for mass approvals is selected in the left panel, the approval requests in the right panel display with check boxes in each row. Applicable action buttons are displayed on the top-right of the grid. The approval requests are deselected by default and the approval action buttons are disabled. The action buttons are enabled only when at least one row is selected. A Select All check box is available above the grid to select all approvals in the grid. The approver can enter comments before taking an approval action. The comments are applied to all selected requests.

Use the Fluid Approval Setup - General Settings Page page (HMAP_MBL_TYPE_SET) to set the general options for mobile approvals.

Navigation:

Enterprise Components > Approvals > Approvals > Fluid Approval Setup

This example illustrates the fields and controls on the Fluid Approval Setup - General Settings Page page.

Use the Fluid Approval Setup — Transactions page (HMAP_MBL_TYPE_SET2) to set the transaction options for fluid approvals.

Navigation:

Enterprise Components > Approvals > Approvals > Fluid Approval Setup > Transactions

This example illustrates the fields and controls on the Fluid Approval Setup - Transactions page: Transactions Tab

This example illustrates the fields and controls on the Fluid Approval Setup - Transactions page: Handlers tab.

This example illustrates the fields and controls on the Fluid Approval Setup - Transactions page: Actions tab.

Select the approval Actions that are visible as push buttons in Fluid approvals.

This example illustrates the fields and controls on the Fluid Approval Setup - Transactions page: Options tab.

This example illustrates the fields and controls on the Fluid Approval Setup - Transactions page: Images tab.

Small Image is required by Fluid Approvals. This is the image displayed in the transaction list for the associated transaction.

Use the Approvals tile (HMAP_APPR_TILE_FL) to review pending and historical approval requests that are associated with the logged-in manager.

Navigation:

From any Fluid Homepage, select the Approvals tile.

This is an example of the Approvals tile that appears on the Manager Self-Service home page.

Use the Personalize Homepage to add a tile to a PeopleSoft Fluid Home page.

The tile may show the total number of pending approvals. If no pending approvals are available, the tile does not display a number count.

Use the Pending Approvals page (EOAWMA_MAIN_FL) to review and approve pending transactions.

Navigation:

Select the Approvals tile on any Homepage.

This example illustrates the fields and controls on the Pending Approvals page for HCM on a tablet.

This example illustrates the list of transaction categories on the Pending Approvals page for the smartphone.

Both Landscape and Portrait views are supported on a tablet. The approvals landing page has two panels in landscape mode and the left panel is locked in place and is not collapsible. The left panel defaults to the Type grouping with the All category selected and the right panel displays all pending approvals in the user’s queue sorted by the date/time on which they were received with the oldest one displayed first. The right panel title displays the name of the selected category. The number of rows are displayed at the top-right of the list and a filter button is displayed to the top-left of the list.

In Portrait mode, the left panel is hidden and only the right panel is displayed as a full page. The left panel can be invoked as an overlay. Even though the left panel is hidden, the All category of the Type grouping will be defaulted. The page in portrait mode displays all pending approvals in the approver’s queue.

Viewing Pending Approvals Summary

On a Phone, when a user launches Approvals, the user is presented with list of pending approvals grouped by transaction type. The page title will be Pending Approvals. The user can view approvals that are in a Pending status for them.

Pending Approvals can be categorized in 5 views:

1. Type (default view)

2. Date Received

3. Priority (not available in HCM)

4. Person (not available in FSCM)

5. From

The user can switch between the different groupings by selecting a grouping from the grouping drop-down. Priority and Person grouping are not applicable to all transactions. If none of the transactions in an approver’s pending approvals queue has a priority or person associated, the grouping will not be displayed in the drop-down.

When the user clicks on any category on the left panel, the right panel is refreshed with pending approvals for the selected category. The panel title on the right panel reflects the selected category. A user can filter the list of approvals by clicking on the grid filter icon. The Filter window gives the following filter options:

Field or Control	Description
Type	Drop-down displaying transaction types for which the user has pending approvals.
Priority	Drop-down displaying priorities for which the user has pending approvals. One of the values will also be “No Priority Associated”. Priority is not available in HCM. For Requisition and Purchase Orders, Rush priority is available along with High, Medium, and Low.
Received	Drop-down displaying the date groupings for which the user has pending approvals – applicable values from This Week, Last Week, 2 Weeks Ago, Older.
From	Drop-down displaying the last sender for each approval. The last sender could be either the last approver in the approval chain or the requestor of the transaction if the current approver is the first approver in the chain.
Person	Drop-down displaying a list of persons for which the user has pending approvals. One of the values may be "No Person Associated" if there are approvals that are not related to a person (example, Job Opening).

Each Pending Approvals row on the right panel will display the information about the approval request in 3 columns.

Field or Control	Description
Column 1	This column displays the Transaction Name and the Object Name for this transaction (Person, Position etc.)
Column 2	This column displays the Transaction Summary and Priority (if applicable).
Column 3	This column displays the date on with the approval was received.

Use the Pending Approval - <Transaction Details> page to review the details of the approval request, make a comment, and take action on the request.

Navigation:

Click an individual approval request transaction from the Pending Approvals page.

This example illustrates the fields and controls on the Pending Approvals - <Transaction Details> page.

Use the Approvals History page (EOAWMA_MAIN_FL) to view approvals requests that you have worked on.

Navigation:

Select the More Actions icon in the upper/right of the page, and select Approvals History.

This example illustrates the fields and controls on the Approvals History page for HCM.

There are five views by which a user can view historical approvals.

• Type

• Status

• Priority (not available for HCM)

• Person (not available for FSCM)

• From

Priority and Person grouping are not applicable to all transactions. In FSCM, for Requisition and PO, Rush priority is available along with High, Medium, and Low. If none of the transactions in an approver’s approval history have a priority associated, the Priority grouping will not be displayed in the dropdown. The same holds true for the Person grouping. A configuration is available to administrators to define how far back in time should the history be displayed. The left panel displays a message at the end of the last category indicating the time period for which the history is displayed, example, “History displays approvals for last 90 days.” If this configuration has not been set, no such message will be displayed. For more details on the settings, see Fluid Approval Setup - Transactions Page

Users can also change the view and design of the Approvals page with the Page Composer Feature. For more details, see Understanding Page Composer

Use the Administer Approvals page to view all pending approvals to which you have access and can take actions on.

Navigation:

Select the More Actions icon in the upper/right of the page, and select Administer Approvals.

Administer Approvals page

You can view the approvals based on the specified search criteria in the left panel. The search criteria are:

There are three administration options available for these transactions:

• Approve - select to approve the transaction.

• Deny - select to deny the transaction.

• Reassign - select to re-assign the transaction.

Click on an individual approval transaction to view the details for that transaction.

This is an example of the Administer Approvals Transaction Details page in HCM.

Approvers can approve, deny or perform more actions on the approval transaction. The More option includes Reassign, Pushback and Resubmit actions.