Document Management - websmp106.sap-ag.desapidp/011000358700001239122013E/... · Defines approval...
Transcript of Document Management - websmp106.sap-ag.desapidp/011000358700001239122013E/... · Defines approval...
Approval Workflow for Documents The PLM Consulting Solution “Approval Workflow for Documents” streamlines the approval process for documents. A user friendly user interface allows to control status transition on DIR supported by workflow. The approval Workflow:
• Defines approval type per document type and status of DIR
• Approval type comprises roles, roles staffing rules for one status transition
• Approval process is based on digital signature for persons in roles involved
• Approval process is conducted automatically and is transparent for all users
• Available for WEB-UI and GUI
• Uses workflow to control approval process and guide user through steps
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Approval Workflow for Documents Customizing Options
Approval Type
• Select signature group
• Select GUI type
Approval Roles
• Define name
• Define sequence
• Define staffing rules
Assignment to DIR type
• Select approval type
• Select status for process
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Approval Workflow for Documents Define approval in status 10
• Tab approval defined for document type Z40
• Roles from customizing
• Editing in status 10
• Author autom. assigned
• Checking approver rules
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Approval Workflow for Documents Process Approval - Workflow per user
• Signature for author after status change
• Signature for other approver from workflow
• Approval per workflow
• One cycle per role
• Status change after approval
• Status reset on reject
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Approval Workflow for Documents Process Approval - Workflow per user
• Access WEB page through Workflow
• Generated e-mail with link available
• Create signature in WEB page
• Assign user on Tab Approver
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Approval Workflow for Documents Processing Rules
User assignment
• A user my be staffed if authorized for signature group
• A user cannot be staffed twice for one approval
Processing Rules per status
• After changing status author has to sign. If customized author is checked against role staffing. Otherwise current user may start approval
• All users of a role receive work item in paralell
• A user may sign from Workflow only. He must sign himself (no forwarding).
• After one role is finished next role is processed
• At the end the status is set by workflow
• Administrator may cancel signature process
Approval Workflow for Documents
Our Service
An implementation-ready Solution
Implementation of the Solution
Documentation of the Solution
6 Months of Bugfixing
Optional Online Scoping Session and/or Presentation at Customer
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Approval Workflow for Documents Easy and fast way to control DMS approval processes
The PLM Consulting Solution “Approval Workflow for Documents” streamlines the approval process for documents. A user friendly user interface allows to control status transition on DIR supported by workflow
You need a flexible solution to define approval process for document s including integration of digital signatures.
No need of programming for common approval processes
Powerful document control in combination with CVS solution
Define custom roles
Define custom approval types with role parameter (min. max user count, interoperability)
Define document type and status to apply approval type
UI for defining users per role (WEB and GUI)
Automatic generation of signature strategies
Automatic workflow processing for one- or multi-step approvals
Automatic control of signature process
Automatic status transition
Reporting tools
Business Challenges
Key Features
Business Benefits
Availability, Technical Details
Available for SAP PLM 7 ECC 6.00 EHP6
Delivered via Consulting Service
Complete documentation of all development objects
Links
SAP Note: 1941811
SAP Service No.: 50110859, Enhancement Svcs for PLM
Contact: [email protected] http://service.sap.com/public/plm-services
Related Services
ACM Reporting
ACM Downport to SAP GUI
PPM-ACM Integration
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Contact Information
PLM Services
SAP Deutschland SE & Co. KG Hasso Plattner Ring 7 69190 Walldorf, Germany
SAP Product Lifecycle Management Consulting
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