Mobile Applications: Approvals

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Training Guide

Mobile Applications:

Approvals

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Prerequisite: Mobile Device with access to an application store

Installation ........................................................................................................................................................................... 3

Pending Approvals Page ................................................................................................................................................. 5

View Pending Approvals by Type ............................................................................................................................. 5

View Past Approvals ..................................................................................................................................................... 6

Configure App Settings ............................................................................................................................................... 6

Timecards ............................................................................................................................................................................ 7

Reviewing Timecards ................................................................................................................................................... 7

Approving Timecards ................................................................................................................................................... 9

Rejecting Timecards .................................................................................................................................................. 10

Reassigning Timecards ............................................................................................................................................. 11

Requesting More Information .................................................................................................................................. 12

Expense Reports ............................................................................................................................................................. 14

Reviewing Expense Reports .................................................................................................................................... 14

Approving Expense Reports .................................................................................................................................... 17

Rejecting Expense Reports ...................................................................................................................................... 18

Reassigning Expense Reports ................................................................................................................................. 19

Requesting More Information .................................................................................................................................. 20

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Installation

In your device’s apps store search for “Oracle Approvals.”

iPhone Android

Select “Oracle Approvals for EBS” from the list that appears.

Click GET or Install.

Once the install is complete, click Open.

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Click Agree on the End User License Agreement.

When the app opens enter the URL for the Oracle EBS system (PROD URL will be distributed separately) and

click “Get Started”.

Enter your Oracle Self Service username and password and click Sign In to log in to the Mobile Approvals for EBS mobile application.

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Pending Approvals Page The Pending Approvals page will open immediately after signing into the app.

View Pending Approvals by Type

Click the Hamburger icon in the upper left-hand corner. In the blue banner that appears select Pending

Approvals by Type.

View pending approvals under their respective type.

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View Past Approvals

To view past approvals, click on the Hamburger icon then select Past Approvals.

View past approvals.

Configure App Settings

Click on the Hamburger icon and select Settings.

Default First Page allows you to select which page is the default page when you log in. Order By allows you to

select the order in which you would like transactions to appear.

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Timecards

Reviewing Timecards

Select the timecard you would like to review by clicking the arrow symbol on the line.

This will take you to the main timecard notification screen. To review the timecard details, click the Timecard

Details link.

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For exempt timecards, approvers will review time off entered by the employee. For non-exempt timecards, approvers will review Hours and Hours Type entered by the employee (if the employee has multiple supervisors the job worked/supervisor will also

appear on the notification. If satisfactory, click the Blue Arrow symbol to go back to the main Timecard screen.

Exempt Non-exempt

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Approving Timecards

To begin the approval process, click the Blue Arrow (timecard can also be approved by clicking the Approve

button at the bottom of the screen).

The details screen will be grayed into the background. The Approve, Reject, Reassign, and Request

Information options will be available. Click on Approve.

A comment box will appear. Adding comments is optional. Click Done when finished.

The next screen will show “Approval submitted successfully”. In addition, the timecard will no longer appear on

the Pending Approvals screen.

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Rejecting Timecards

To begin the rejection process, click the Blue Arrow (timecard can also be rejected by clicking the Reject button at

the bottom of the screen).

The details screen will be grayed into the background. The Approve, Reject, Reassign, and Request Information

options will be available. Click on Reject.


The next screen will show “Rejection submitted successfully”. In addition, the timecard will no longer appear on

the Pending Approvals screen and will be sent back to the submitting employee.

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Reassigning Timecards

To begin the reassignment process, click the Blue Arrow.


Information options will be available. Click on Reassign.

To select a new approver, click on the magnifying glass.

Begin typing the name of the employee you would like to reassign to in the search bar. Once the

employee appears on the list, select the name and click Done.

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Select Delegate Response or Transfer Ownership and enter a comment if necessary. Click Done when finished.

The next screen will show “Reassign submitted successfully”. In addition, the timecard will no longer appear on the Pending Approvals screen.

Requesting More Information

To begin the request process, click the Blue Arrow.


Information options will be available. Click on Request Information.

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A comment box will appear. Enter comment detailing the additional information that is needed (required).

Click Done when finished.

The next screen will show “Request information submitted successfully”. In addition, the timecard will no

longer appear on the Pending Approvals screen.

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Expense Reports

Reviewing Expense Reports

Select the expense report you would like to review by clicking the arrow symbol on the line.

This will take you to the main expense report details screen. To review the expense lines, click the Expense Lines link.

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Review the results. Click the Blue Arrow to return to the main expense screen.

From the main expense screen click on the Action History link.

Review the history of approvers for this expense report. Click the Blue Arrow to return to the main Expense screen.

From the main expense screen click on the Attachments link.

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Click the Gray Arrow to open the attachments.

Verify the attachment (note: screenshot below is only an example). Click Done to return to the Attachments page.

Click the Blue Arrow to return to the main Expense screen.

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Approving Expense Reports

To begin the approval process, click the Blue Arrow (expense report can also be approved by clicking the

Approve button at the bottom of the screen).


Information options will be available. Click on Approve.


The next screen will show “Approval submitted successfully”. In addition, the expense report will no longer

appear on the Pending Approvals screen.

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Rejecting Expense Reports

To begin the rejection process, click the Blue Arrow (expense report can also be rejected by clicking the Reject button at

the bottom of the screen).

The details screen will be grayed into the background. The Approve, Reject, Reassign, and Request Information

options will be available. Click on Reject.


The next screen will show “Rejection submitted successfully”. In addition, the expense report will no longer

appear on the Pending Approvals screen.

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Reassigning Expense Reports

To begin the reassignment process, click the Blue Arrow.


Information options will be available. Click on Reassign.

To select a new approver, click on the magnifying glass.

Begin typing the name of the employee you would like to reassign to in the search bar. Once the

employee appears on the list, select the name and click Done.

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Select Delegate Response or Transfer Ownership and enter a comment if necessary. Click Done when finished.

The next screen will show “Reassign submitted successfully”. In addition, the expense report will no longer appear on the Pending Approvals

screen.

Requesting More Information

To begin the request process, click the Blue Arrow.


Information options will be available. Click on Request Information.

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A comment box will appear. Enter comment detailing the additional information that is needed (required).

Click Done when finished.

The next screen will show “Request information submitted successfully”. In addition, the expense report will no

longer appear on the Pending Approvals screen.

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Mobile Applications: Approvals

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Transcript of Mobile Applications: Approvals