- Overview of Oracle eForms Management Process Lifecycle
- Overview of Oracle eForms Management Process Lifecycle
- A user begins by navigating to the
- Submit eForm Approval Request
- page.
- You have completed the
- Overview of Oracle of Oracle eForms Management Process Lifecycle
- topic.
- A user uses the
- Submit eForm Approval Request
- page to complete an eForm and submit it for approval.
- The user completes all required fields pertaining to the purpose of the eForm approval request.
- The user completes the eForm as necessary.
- The user adds additional documentation as necessary.
- The user reviews the approvers and modifies them if permitted.
- The user can add comments for the approvers.
- The user clicks
- Submit
- to save and submit the eForm approval request.
- Approvers use the
- My Tasks
- page to disposition the eForm approval request.
- The approver double-clicks the
- Task
- to open the eForm approval request.
- The approver uses the
- eForm Approval Request for
- eForm
- page to review and disposition the eForm approval request.
- The approver reviews the eForm for completeness.
- The approver reviews any supporting documentation.
- The approver reviews the approvers and modifies them if permitted.
- The approver reviews the purpose of the eForm approval request.
- The approver adds comments if necessary.
- The approver clicks
- Approve
- to save and submit the eForm approval request.
- The eForm approval request is automatically closed and the
- Status
- and
- Completion Status
- are updated.
- You can also sumbit an eForm approval request from the public UI. This is an example of a completed eForm using the public UI.
- Original Path
- Oracle eForms Management (EFM) Process Accelerator is a process solution that enables organizations to submit, approve, and track electronic approval requests. Oracle EFM
- provides dashboards to view eForm approval request summary reports. Administrators can modify the business rules and the drop-down lists.
- Oracle EFM is a role-based solution;
- your role determines the tasks you can perform. Oracle EFM
- delivers the following roles:
- The eForms administrator designs the eForm, see Maintaining eForm Types. The eForm approval process is not supported by a business process model.
- The submitter (user) submits eForm approval requests.
- The approver dispositions the requests.
- The eForm Approval Process is the main business process for Oracle EFM, and the focus of this topic. Because eForm Approval Process is a top-level process, it consists of inline and callable subprocesses. The eForm Approval Process diagram is depicted as follows, with an explanation of the process.
- eForm Approval Process
- The eForm Approval Process involves a user completing an eForm and submitting an eForm approval request, or an external application can submit an Eform approval request. The eForm approval request is routed to approvers to carry out the Approval sub-process. If multiple approvals are defined for an eForm type, the Approval sub-process cycles through until the final approver dispositions the request. An approver can approve, reject, or request a change to an eForm approval request. Upon the final approval, the request’s status is updated and a notification sent to the submitter indicating approval or rejection.
- This topic walks through the Oracle eForm Approval Process illustrating how a user submits an eForm approval request and an approver approves the request.