WORKLIST PROXY - PURCHASE REQUISITION APPROVAL

WORKLIST  PROXY -  PURCHASE  REQUISITION  APPROVAL

Worklist Access is used to grant another user proxy access to approve requisitions on behalf of an Approver.  Access can be granted for a specific period or indefinitely.  The proxy user will only be able to view and take action on notifications for purchase requisition approvals.  Requisitions can be rejected, approved, or reassigned to a different user to take action.  A proxy user will be restricted from approving or re-assigning a requisition they submitted to prevent the approval process from being bypassed in Oracle.

A secondary proxy user is recommended if the user being granted access for approvals also submits

purchase requisitions that require approval by the Approver.

To Grant Proxy Access To A Worklist:

1.  Go to the 'Notifications Summary' selection on the main Navigator menu

2.   Choose the 'Worklist Access' link on the lower left hand side of the Notifications screen

3.   Select the 'Grant Worklist Access' button

Name: Selection on the left will default to 'All Employees And Users'.  In the field to the right use the search function to select the user being granted Worklist access

Description: Title the proxy "PO Req Approval -  Enter Name Of Usef'

Start Date: Enter the start date the user will be granted proxy access

End Date: Enter the end date the user will be no longer be granted proxy access.  Leave this field blank to grant the user indefinite proxy access

Grant Access To: Enable the option 'Selected Item Types'.  Move the choice 'PO Approval' from Available Item Types to the Selected Item Types section

4.   Select the 'Apply' button

To grant proxy access to additional users select the 'Grant Worklist Access' button and repeat the steps. Choose the 'Close Window' link in the upper right section of the screen when done to return to the main menu.

worklist:

1.  Go to the 'Notifications Summary' selection on the main Navigator menu

2.   Select the 'Switch User' button

3.   Select the Approver's Worklist to be accessed

4.   Select the 'Apply' button

 

Work list Notifications for requisition approvals should now be visible.  Open the link for each notification, review the information, and select the appropriate action button to Approve, Reject, or Reassign.

Choose the 'Close Window' link in the upper right section of the screen when