Setting Up Approval Insights Tables

Before approvers can access the visualizations for approval analytics, the following steps should be performed:

1. Set up Insights Approval tables.

   1. Define functional categories for grouping approval transactions on the Define Functional Category Page.

   2. Map approval transactions to functional categories on the Map Functional Category Page.

   3. Define Insights approval statuses for indexing on the Insights Approval Statuses Page.

   4. Specify approval processes for indexing and the look back review period for analysis on Insights Approval Transactions Page

2. Run Search Indexes.

   1. Deploy the HCSC_APRV_INSIGHTS index.

      (PeopleTools > Search Framework > Search Admin Activity Guide > Administration > Deploy/Delete Object)

   2. Build the HCSC_APRV_INSIGHTS search index.

      (PeopleTools > Search Framework > Search Admin Activity Guide > Administration > Schedule Search Index)

   If the full indexing takes too long, you can use the following options:

   –- Use the Index Data Partitioning feature provided by PeopleTools on the Schedule Search Index page (see PeopleTools: Search Technology, “Administering PeopleSoft Search Framework," Working with Search Indexes).

   –- Select only the specific transactions required in Insights Approval Transactions Page.

   –- Select only the specific statuses required Insights Approval Statuses Page.

3. Deploy the Approval Insights Tile tile and Approval Insights dashboard.

   (PeopleTools > Search Framework > Administration > Deploy Insights Dashboards)

   Note: The full index must be run before the dashboard can be deployed.

4. Assign roles to the following users:

   • (Administrator) AWE Administrator role includes access to the Approval setup pages.

   • (Manager) Manager role includes access to the Approval Insights tile and dashboard. It also give access to the View Approval Chain page.

Real Time Indexes for Approval Insights Visualizations

The HCSC_APRV_INSIGHTS (Approval Insights) search index that allows managers to view team approval statistics supports real time indexing (RTI) with a minimum PeopleTools version 8.59.10 or higher. When enabled, RTI allows real-time updates to the indexed data to provide a search using the latest information.

For more information about Real Time Indexing, refer to PeopleTools: Search Technology, “Administering Real Time Indexing."

Use the Define Functional Category page (HCSC_FUNC_CATG) to review and manage functional categories for grouping approval transactions on the Approval Insights dashboard.

Navigation:

Set Up HCM > Common Definitions > Approvals > Define Functional Category

This example illustrates the fields and controls on the Define Functional Category page.

Use the Map Functional Category page (HCSC_PRCS_CATG) to associate approval transactions to a functional category.

Navigation:

Set Up HCM > Common Definitions > Approvals > Map Functional Category

This example illustrates the fields and controls on the Map Functional Category page.

For each functional category, add or removed approval transactions.

Use the Insights Approval Statuses page (HCSC_APINS_STTS) to identify approval request statuses to be indexed and used on the Approval Insights dashboard.

Navigation:

Set Up HCM > Common Definitions > Approvals > Insights Approval Statuses

This example illustrates the fields and controls on the Insights Approval Statuses page.

Add or removed statuses you want to capture for the Approval Insights dashboard.

Use the Insights Approval Transactions page (HCSC_APINS_PRCS) to define the approval transactions you want to view and the period of time you want to analyze for these approvals on the Approval Insights dashboard.

Navigation:

Set Up HCM > Common Definitions > Approvals > Insights Approval Transactions

This example illustrates the fields and controls on the Insights Approval Transactions page.