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Requisition PF Approver

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cBreeze
Basic Member
Posts: 20
Basic Member
8/18/2011 12:54 PM

    I am working on a Requisition Approval PF (For Special Items only.)

    After analyzing the Solution Templates and various forums, I am still having trouble understanding linking the Requester to the appropriate Approver.

    I am looking for any suggestions on how others handle this.

    The logic of this PF is pretty basic...

    A special Item is Released and needs to create a work unit for approval (Reject/Unrelease.) Update/Send email, etc...

    At this time there will only be 2 levels of approval

    1. Directors Less than $50,000

      2.  

    2. VP’s Greater than $50,000

      3.  

    My problem is not knowing who to create the work unit for and where to setup the appropriate link.
    If an employee creates the req, Logically how do i know who their director is?

    I have looked at HR (direct/indirect reports.)
    Some employees do not report directly to a director.

    I have setup a test director in PF admin and linked to Level 1.
    If I setup all directors as Level 1, how do I create the work unit for the correct Director?

    Any advice is greatly appreciated.
    Curt

    Sam Simpson
    Veteran Member
    Posts: 239
    Veteran Member
    8/18/2011 2:54 PM
      For a starter you can read the processflow administration manual and focus on the following:
      Task definition
      Work Category definition
      User Task definition
      User Task Category definition

      If you are using LDAP you also need to establish who are the levels of approvers (userrqlevel and userrqparent). When you say you only have two approver, does that mean only two for the entire company or per department(unit)? If per department then you will then sent the requesting location
      of the requester as a variable to the flow. This requesting location determines who will be the approver. In the User Task Category you will then establish what departments an approver belongs to and what level of approval.
      cBreeze
      Basic Member
      Posts: 20
      Basic Member
      8/18/2011 3:14 PM
        Sam,
        Thank you for the Post.
        Yes it is per department.
        I see now where the User Task Category fits in with the Req Location.
        I think that is the link to the requester that I am looking for.
        or at least a place to start.

        So basically I am assigning a level1 task to a director/user in Pfadmin.
        Then assigning their Req loc in the task category...

        This could be a lot of PF Admin Maintenance.... when rolling out housewide.


        I have seen some other posts in regards to using req loc vs HR direct rpts...
        The HR reports can get confusing and not so accurate.

        Thanks again.
        Sam Simpson
        Veteran Member
        Posts: 239
        Veteran Member
        8/18/2011 4:40 PM
          You're on the right track. The real challenge is when your approvers on vacation. Who will be the alternate approvers. This could become a maintenance nightmare if you don't have a system in place. You only have two level of approvers, we have 6 and sometimes each approver can have as much as 4 level of approval. The more approver and levels, the more maintenance and understanding of the metrics.
          cBreeze
          Basic Member
          Posts: 20
          Basic Member
          8/22/2011 9:47 PM
            Sorry, I have another stumbling block...
            Solutions is using a field ...
            REQINFO_PFLOW_APRV_LVL = ' ' ( or Ne equal...)

            and in the User Action It checks it for level :
            REQINFO_PFLOW_APRV_LVL== "LEV1"

            Do you know how REQINFO_PFLOW_APRV_LVL gets populated??