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Electronic Approval Agenda

Electronic Approval Agenda. R/3 Workflow System Routing based on Funds Center Business Workplace Inbox Substitutes and Forwarding Business Workplace Demonstration Question and Answer. Document Routing. Cost Centers (E) and WBS Elements (R) Funds Center is similar to Department

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Electronic Approval Agenda

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  1. Electronic Approval Agenda • R/3 Workflow System • Routing based on Funds Center • Business Workplace Inbox • Substitutes and Forwarding • Business Workplace Demonstration • Question and Answer

  2. Document Routing • Cost Centers (E) and WBS Elements (R) • Funds Center is similar to Department • Budget Entity, College, Vice Chancellor Area concepts remain as Funds Centers • Must define Agent responsible for each Funds Center, Budget Entity, etc. • Two or more people can share a Responsibility • Agent can declare Substitutes • Agent can Forward work items

  3. Business Workplace • Similar to Email Inbox (Title and Preview Areas with link to document) • Work Item – A piece of work that needs to be done (executed). • Creating Attachments • Sorting and Grouping Work Items • Email notification of Inbox

  4. Attachments Preview Area Instructions Link to Document

  5. Permanent Substitutes 1. Document Created and Released for Approval Department Head Substitute Approver 2. Work Item appears in Inbox of Agent and all Substitutes

  6. “As Needed” Substitutes 1. Document Created and Released for Approval 2. Work Item appears in Inbox of Agent (only) 3. Adopts Substitution Department Head 4. Work Item now appears in Inbox of Agent and Substitute Substitute Approver

  7. Forwarding Work Items 1. Document Created and Released for Approval 2. Work Item appears in Inbox of Agent and all Substitutes 3. Work Item is Forwarded (this removes it from Inbox) Department Head 4. Work Item now appears in Inbox of Recipient Recipient of Work Item

  8. Question and Answer Jim Sauceman 974-4752 or 974-2448 sauceman@tennessee.edu Demonstration

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