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Using Workflow Approvals in Oracle Enterprise Data Management Cloud

To understand the workflow approval process in Oracle Enterprise Data Management Cloud, review the videos and documentation in this learning path. When you are enrolled in this learning path, your progress will be tracked as you view each resource.

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inetrmediate Intermediate
duration 43 Min
modules 7 Modules

Learning Path Contents

Module Sections Topics and more

  • Understand Workflow Approvals
      duration 5 Min
    Request workflows move requests through Submit and Approve stages. Users can create requests and assign them to other users who can collaborate on the content of the request. Users can then submit requests to other users for approval. Approval policies determine which users are invited to approve a request as well as the manner in which the request is approved.
     
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    • In this learning path, you will work with an Entity Maintenance view, which consists of viewpoints for General Ledger, Financial Consolidation, and Planning applications.

      A user named Alex needs to add two nodes to the General Ledger application, but the change also needs to be made in the Financial Consolidation and Planning applications. Alex has permission to the dimensions in the General Ledger viewpoint only, so he adds the two nodes to a dimension in the viewpoint and then assigns the request to Anita who has permission to the dimensions in all three viewpoints and can collaborate on the request and submit it for approval. Kerry has permission to review the changes in all three viewpoint’s dimensions and approve the request.

      As you complete the workflow approval process in this learning path, you will:

      • Sign in as a service administrator, assign users to groups, and enable approval policies on the dimensions used in each viewpoint.
      • Sign in as a user (Alex), create a request to add two nodes to the General Ledger application, and then assign the request to another user (Anita).
      • Sign in as a user (Anita), continue working on the request by adding new nodes to the Financial Consolidation and Planning applications, and then submit the request for approval.
      • Sign in as a user (Kerry) and review and approve the request.

       

    Watch Before Doing
  • Create the Enterprise Data Management Sample Application
      duration 0 Min
    To complete this learning path, you need access to an Enterprise Data Management Cloud environment.
     
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    • After you get access to an Enterprise Data Management Cloud environment, the following steps must be completed by a service administrator.

      1. Create the Enterprise Data Management sample application.

      The sample application has pre-loaded sample data and related artifacts for Enterprise Data Management. It contains an Entity Maintenance view, which consists of viewpoints for General Ledger, Financial Consolidation, and Planning plus groups that are granted permissions to the applications.

    • 2. Log in to your Enterprise Data Management environment as a service administrator.

    • Review the following topic for information on creating the sample application.
    • readCreating a Sample Application (doc)
    • Note: The sample application does not contain users. To complete this learning path, you must use your own service administrator and users in place of Alex, Kerry, and Anita.

      Review the following topic for information on adding users.

    • readAdd Users, Assign Policies and Roles
  • Download a Request Load File Used in the Learning Path
      duration 3 Min
     
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    • Download and save the following file to your local drive:
    • read GL Entity Updates Request Load File duration 0 Min
    • The file contains two nodes that will be added to the dimensions in the General Ledger, Financial Consolidation, and Planning viewpoints.
  • Administrator Steps
      duration 15 Min
     
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    • The service administrator assigns users to groups. These groups have already been granted permissions to the dimensions.

      Review this topic to learn more about permissions.

    • readWorking with Permissions (doc)
    •  

      Note: Only service administrators can assign users to groups by selecting Access Control on the Enterprise Data Management Cloud Home page.

      The users in this learning path are assigned the following:

      User Is added to this group Group has these permissions To these dimensions In these Viewpoints
      Alex Analyst Participant (Write) Corporate Company General Ledger
      Anita Interactive Participant (Write)
      Data Manager
      Data Manager

      Corporate Company
      Entity
      Entity

      General Ledger
      Consolidaton and Close
      Planning
      Kerry Super User Owner
      Owner
      Owner
      Corporate Company
      Entity
      Entity
      General Ledger
      Consolidation and Close
      Planning

       

      After assigning users to groups, the service administrator configures approval policies for the dimensions to enable other users to review and approve changes to the dimension made in submitted requests.

      Note: Permissions cascade from higher levels to lower levels, and from applications and dimensions to hierarchy sets and node types.

      Review this topic to understand permission cascading:

    • readUnderstanding Permission Cascading (doc)
    Sign in as a Service Administrator
    Add Users to Groups
    Enable Approval Policies and Add Approval Groups
    Sign Out as a Service Administrator
  • User Steps
      duration 15 Min
     
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    • The user creates a draft request, adds request items to it, and can then assign the request to another user who makes additional changes to the request and submits the request for approval. The approver reviews the proposed changes in the request and approves (or pushes back or rejects) the request.

      Users or groups who draft and work on requests must be set up with at least Submitter permission for the application or dimension. Users or groups who approve requests must be set up with at least Browser permission for the application or dimension. In this learning path, Alex and Anita can both submit a request because they belong to groups with the Submitter or Data Manager permission for dimensions. Kerry can approve requests because he belongs to a group with the Owner permission for dimensions.

    Create a Request
    Assign a Request
    Collaborate on a Request
    Approve a Request
  • Assessment
      duration 5 Min
    Test your knowledge.
     
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  • Learn More
      duration 0 Min
     
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