- Overview of Email Notification Lifecycle
- Overview of Email Notification Lifecycle
- a request in a timely fashion.
- Employees and managers receive an email notification when a travel request is submitted and dispositioned. The email notification a manager receives is actionable.
- Actionable emails enable a manager to disposition a travel request without logging in to Oracle TRM. A reminder email notification is sent if a manager does not disposition
- The following scenario illustrates the email notification lifecycle using TRM at Oracle.
- Scenario: Jcooper submits a travel request requiring three management level approvals. The approvers in sequence are Jstein, Wfaulk, and Cdickens. Wfaulk delays approving the travel request and an email notification is sent.
- 1. Jcooper submits a request.
- 1a. Jcooper receives an email notification that the request is assigned to his manager Jstein.
- 1b. Approver Jstein receives an actionable email that the request is assigned to him. He can approve, request a change, or reject the request from either a web or mobile email client. Requests for change or rejections require comments to be added.
- 2a. A new email is created when Jstein clicks Approve, then clicks Send.
- 2b. Jcooper receives an email notification (1a) that the request is assigned to the next approver Wfaulk.
- 2c. Wfaulk receives an actionable email (1b) that the request is assigned to him.
- 3. Wfaulk does not respond to the email. After five days, a reminder notification email is triggered and sent to Wfaulk.
- 3a. Jcooper receives an email notification (1a) that the request is assigned to the next approver Wfaulk.
- 3b. Wfaulk receives an actionable email (1b) that the request is assigned to him.
- 4. Finally Wfaulk approves the request.
- 4a. Jcooper receives an email notification (1a) that the request is assigned to the next approver Cdickens.
- 4b. Cdickens receives an actionable email (1b) that the request is assigned to him.
- 5. Cdickens can approve, request a change, or reject the request. Note: any approver can perform any of these three actions.
- 5a. If approved, Jcooper receives an email notification that his request is approved by the final approver in the hierarchy.
- 5b. If rejected, Jcooper receives an email notification that his request is rejected. Jcooper receives a rejection email notification when any approver rejects his request.
- 6. If Cdickens needs Jcooper to change the travel dates or revise the request in some way, he can request a change. If Cdickens neglects to enter comments into the email, Oracle Human Workflow submits a response to Cdickens saying the action was in error due to no comments.
- 6a. Cdickens resubmits the request from the first email with comments, or goes to Oracle BPM Worklist to respond.
- 6b. Jcooper receives an email notification to revise the request and a task appears in his Oracle BPM Worklist.