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Submitting Documents for Approval and Routing

Submitting Documents for Approval and Routing

This lesson demonstrates how to submit a file for review.

This lesson will discuss the following:

Overview
Prerequisites
Login to the Oracle Collaboration Suite Portal Page
Submitting a File for Workflow Submission

Approving the File

Reviewing the Approved File

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You can submit files for review, and select other Oracle Files members to approve, reject, or review these files. The Oracle Files review process is implemented using Oracle Workflow. A review process ends in the approval or rejection of these files, or can expire or be canceled prior to their approval or rejection. Members can either be Approvers or Reviewers of a review process:

Approver After receiving notification from Oracle Workflow to approve one or more files, an approver must either approve or reject the files that have been submitted for review. The Workspace member, who initiated the Review Process, is notified of its approval or rejection.
Reviewer After receiving notification from Oracle Workflow to review one or more files, a reviewer can review the files. However, the reviewer cannot approve or reject the files that have been submitted for review.

Oracle Workflow is a complete workflow management system that supports business process definition and automation.

 

For this lesson to work successfully, you will need your Oracle Collaboration Suite administrator to supply you with an Oracle Collaboration Suite user account.

To login to your Oracle Collaboration Suite Portal Page, perform the following:

1.

Open your browser and enter the following URL:

http://<hostname>:7778/pls/portal/PORTAL.wwsec_app_priv.login

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2.

Type susie.parker in the User Name field and welcome1 in the Password field. Click Login.

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3.

The Oracle Collaboration Suite Portal is displayed. Click Files.

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4.

You can now view the files in your Private folder. Click My Workspaces.

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Before the customer presentation, you plan to receive a final approval from John. To submit the file for review, perform the following:

1. Click CustomerABC link to open the workspace.

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2.

Select ABCProposal.doc. Click Submit for Review.

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3.

In the Submit for Review page, you can view ABCProposal.doc that is submitted for review.
In the Review Process, select Simple Approval.
From the Action drop-down list, select Version file(s) as the action that will be performed on ABCProposal.doc once the review process is approved.

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4.

Scroll down the page. Type the reason for the Review Process in the Justification field as: "Proposal for CustomerABC project".

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5.

Type john.bell in the User ID field. Click Add.

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6.

Type susie.parker in the User ID field. Click Add.

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7.

Select Reviewer from the Type drop-down list for susie.parker. Click Next.

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8.

The document is submitted for review. View the lock icon in the Status column. Click the Properties icon of ABCProposal.doc file in the Actions column.

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9.

Click Review Processes.

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10.

The status of the review process is Pending. Click Pending to invoke Oracle Workflow.

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11.

Click JOHN.BELL link in Oracle Workflow to send a notification mail to John.

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12.

Type the following information in the message window:

Subject: Document for review

Type the following message:

Hi John,

Could you please review this document and provide feedback.

Thanks and Regards,

Susie

Click Send.

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1.

Logout and login as john.bell and welcome1.

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2.

Click Files.

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3.

Click My Workspaces.

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4.

Select CustomerABC workspace.

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5.

Select ABCProposal.doc. Click Workflow link.

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6.

In Oracle Workflow window, click Worklist to access your review process notifications.

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7.

Click Documents submitted for approval link in the Subject column.

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8.

View the notification details. Enter the following in the Comments field:

This document looks fine.

Click Yes.

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1.

Open your browser and enter the following URL:

http://<hostname>:7778/pls/portal/PORTAL.wwsec_app_priv.login

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2.

Type susie.parker in the User Name field and welcome1 in the Password field. Click Login.

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3.

The Oracle Collaboration Suite Portal is displayed. Click Files.

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4.

You can now view the files in your Private folder. Click My Workspaces.

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5.

Click CustomerABC.

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6.

Verify that ABCProposal.doc has a version history icon in the Status column.

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7.

Click the Properties icon in the Actions column for ABCProposal.doc file.

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8.

Click Review Processes.

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9.

Verify that the status for the file is Approved. Click OK.

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10.

Click the Workflow link.

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11.

Click the Worklist link in Oracle Workflow window.

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12.

Click the following link in the Subject column:

The documents you submitted for review have been approved.

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13.

View the notification details and click Close.

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