When data is entered in the PeopleSoft system, reviews, approvals, and other activities may be required to complete the business process. Workflow enables automated notification and easier management of tasks, or worklist items.

 

Many of the tasks you perform throughout the day are part of larger tasks that involve several steps and people working together. For example, when you want to take a training course, your organization might be set up so that you request to take a course, your manager approves it, and a training administrator enrolls you.

 

Workflow routings are notifications to inform other people of the work awaiting them. For example, after the training request is entered, PeopleSoft automatically notifies the approver that the request has been submitted and is waiting for review and approval. Once the request has been approved, the workflow triggers another automatic notification to the person who needs to enroll the student.

 

Upon completion of this lesson, you will be able to:

• Explain sending and receiving notification via workflow.

• Use worklists.


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