07_06_16_Custom Workflow Change Request


Concept

In this topic, you will submit a custom workflow change request to add and/or delete an approver on the custom workflow matrix. 

 

The matrices can be viewed on MyPage > External Links.


Steps:

  1. Click in the Main Menu field.

    Step 1

  2. Click in the HCM Systems field.

    Step 2

  3. Click in the Manager Self Service field.

    Step 3

  4. Click the Custom Workflow Change Request menu.

    Step 4

  5. You can use the Search/Fill a Form page to search for an existing Custom Workflow Change Request Form you created, or enter a new one.

    Step 5

  6. For this example, click the Add a New Value tab.

    Step 6

  7. Click the Instructions tab to view a description of the fields on this page. 

    Step 7

  8. Review the form description and instructions before completing the form to become familiar with the fields.

    Step 8

  9. Click the Form tab.

    Step 9

  10. For this example, we are updating the Level 3 Timesheet Approver for Recalled Judges in CC Caroline County.  We will add a new approver, MARY JANE, and delete the former approver, JOHN BROWN, by using the same form.

    Step 10

  11. Click the Court drop-down list.

    Step 11

  12. Click the Circuit Court list item.

    Step 12

  13. Click the Jurisdiction drop-down list.

    Step 13

  14. Click the Caroline County list item.

    Step 14

  15. Click the Type of Update drop-down list.

    Step 15

  16. Please note:

    If you select Add New Approver Only, you must enter N/A in the Former Approver field below.

     

    If you select Delete Approver Only, you must enter N/A in the new Approver field below.

    Step 16

  17. Since we are adding a new approver AND deleting the former approver, select the Add New and Delete Approvers list item.

    Step 17

  18. Click the Approval Type drop-down list.

    Step 18

  19. For this example,

    click the Timesheet Approval list item.

    Step 19

  20. Click the Employee Type drop-down list.

    Step 20

  21. For this example,

    click the Recalled Judge list item.

    Step 21

  22. Click in the New Approver field.

    Step 22

  23. Enter "MARY JANE" into the New Approver field.

     

    MARY JANE will be added to the matrix.

    Step 23

  24. Click in the Former Approver field.

    Step 24

  25. Enter "JOHN BROWN" into the Former Approver field.

     

    JOHN BROWN will be removed from the matrix.

    Step 25

  26. The Approval Level indicates the order of approval.  The first approval would be Level 1, the second approval would be Level 2, etc.

     

    For this example, we are updating Level 3; click the Approver Level drop-down list.

    Step 26

  27. Click the Level 3 list item.

    Step 27

  28. Click in the Requestor field.

    Step 28

  29. a valid value
     e.g.
    Enter
     "AMY BOSLEY"
     into the Requestor's Name field.

    Step 29

  30. Click in the Requestor's Phone field.

    Step 30

  31. Enter "4102601336" into the Requestor's Phone field.

    Step 31

  32. Click the Vertical scrollbar to move down the page.

    Step 32

  33. Enter any additional information related to the new approver's role into the More Information section.

    Step 33

  34. Click the Save button.

    Step 34

  35. Click the Vertical scrollbar to move up the page.

    Step 35

  36. Notice the Subject line is populated with details from the form after you clicked the Save button.  In the event you are not ready to submit, you can search for this form by Subject and submit at a later date.

    Step 36

  37. The Preview Approval and Submit buttons are available after you save the form.

     

    If you want to see the approval path, click the Preview Approval button. Otherwise, you can submit the form.

    Step 37

  38. Click the Preview Approval button.

    Step 38

  39. Notice the defined approval path: CONNECT O&M > Security.

     

    Since the form hasn't been submitted yet, it has not been routed to anyone in the approval path.

    Step 39

  40. Click the Submit button.

    Step 40

  41. The form is now "Pending" with the first approver in the approval path.

    Step 41

  42. Click the OK button to return to the form.

    Step 42

  43. If you have submitted the form by accident, you can click the Cancel Approval button.

    Step 43

  44. Click the Home link.

    Step 44

  45. Click the Sign out link.

    Step 45

You have completed the Custom Workflow Change Request topic.

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