Workflows - reminders / Approvals / return for correction etc

Hi
Can anyone help, We are trying to set up an automated Business Process Matrix, bascially we have people that need to submit reports (annually / Monthly / Quarterly) and we want to be able to
Send them an email say 1 week before the due date (and then another say 2 days before due date.
When they submit the document I want to be notified that they've uploaded the document to a business process list and be able to approve it or return for correction
Last but not least – would like to be able to keep a historic library of the documents
Looked on google and can see how to do it with sharepoint designer – easy – but our company have denied us access to it – and we have to pay a team to do anything in designer !!!!

hi,
You're stuck without SPD for the first requirement, but I’m sure your specialised team would welcome a bit of direction :). My comments in bold
“Send them an email say 1 week before the due date (and then another say 2 days before due date"
You can use the ‘Information Management Policy’ method as described in
this blog article by Laura Rogers (it’s for MOSS and WSS but works in SP2010 also). SPD required. Alternative is custom timer job which would be dev – not ideal.
"When they submit the document I want to be notified that they've uploaded the document to a business process list and be able to approve it or return for correction"
You could use a standard ‘out of the box’ approval workflow for this. No SPD required.
"Last but not least – would like to be able to keep a historic library of the documents"
The library that the documents would be uploaded to could also function as a historic library of the documents. Perhaps your default view could only include recently uploaded documents. No SPD required. Some useful info
here.
Cheers
Matt

Similar Messages

  • Workflow Return for correction RFC history not appearing

    Hi -
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    Thanks

    In actual it should update only that SIT record which is currently under consideration and not allow other records to modify.Ayaz
    this is a very valid question .. and same thing happens with EIT as well. This happens because when you create or update EITs, SITs you can do more than one at a time at the time of creation/ updation. So when approver go to update action or send it back for return for correction you create/ update multiple EITs and SITs as all of that go in single transaction.
    Let us know if you find any solution for this one.

  • Return for correction from asynchronous page

    HI ,
    I have a process for Contingent Worker Placment. I am initiating the process and have 2 approvers in the supervisor hirerachy.
    but requirement is that after these 2 approvers we need to have the final approval from another team. but they ll not get any notification. I ll put all the transaction details into the table n show that to the use. from there the approval group can do multiple actions like Return for Correction, approval, rejectiion etc.
    To achive this , I have blocked the workflow after 2 approvers.After this the txn details are put into the table from where the final approval group can either select approve , reject or Return fo rCorrection. When they click on Approval, the workflow blocked activty will be compelted with a result of Approve and if they click reject it will complete activity with reject status.
    Bothe are wokring fine. but RFC is not working. From the Admin group, I am able to launch the RFC page, but from there not able to complete the blocked activity of workflow and resume workflow as the RFC CO is a seeded CO>
    please advise.
    Regards,
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    Dear Priyanka,
    Please refer following Metalink Doc ID's it will resolve your problem:
    1. Return For Correction Errors With "You Have Insufficient Privileges For the Current Operation. Please Contact your System Administrator." (Doc ID 1072042.1)
    2. Error When Users with no Responsibility Use Return For Correction (Doc ID 1381514.1)
    Regards,
    Kathan Bhatt
    *** Kindly mark Helpful/Correct if satisfied ***

  • Return for correction

    HI ,
    I have a process for Contingent Worker Placment. I am initiating the process and have 2 approvers in the supervisor hirerachy.
    but requirement is that after these 2 approvers we need to have the final approval from another team. but they ll not get any notification. I ll put all the transaction details into the table n show that to the use. from there the approval group can do multiple actions like Return for Correction, approval, rejectiion etc.
    To achive this , I have blocked the workflow after 2 approvers.After this the txn details are put into the table from where the final approval group can either select approve , reject or Return fo rCorrection. When they click on Approval, the workflow blocked activty will be compelted with a result of Approve and if they click reject it will complete activity with reject status.
    Bothe are wokring fine. but RFC is not working. From the Admin group, I am able to launch the RFC page, but from there not able to complete the blocked activity of workflow and resume workflow as the RFC CO is a seeded CO>
    please advise.
    Regards,
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    Check the Node attributes in the Return for Correction process through workflow builder.  That should tell you where it will be sending the email.

  • Return for correction RFC history not appearing

    Hi -
    I have built a custom new workflow in Oracle Learning Management.
    I am using the workflow attribute WF_NOTE to capture the comments of the approvers.
    When the approval moves from one approver to another, it successfully captures any comments made by the previous approvers and displays it to the next approver.
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    Thanks

    In actual it should update only that SIT record which is currently under consideration and not allow other records to modify.Ayaz
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  • "Return for Correction" button in SSHR approval notification directing to External URL

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    2 - How can we remove this functionality in the notification?
    Thanks,
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    Check the Node attributes in the Return for Correction process through workflow builder.  That should tell you where it will be sending the email.

  • Talent Management - Return for Correction

    Hi,
    When the manager clicks on "Delete" button on the Return for Correction notification, the appraisal of the employee gets lost. How to avoid this? Is any way to personalize this delete button? If it is a standard functionality, how could we rollback the lost record?
    Thanks in advance

    I'm afraid this is standard functionality. It might be changed in R12. I try to remove the possibility of this happening by removing the function. But, unfortunately, this affects all notifications.

  • Return For Correction-EIT

    Hello All,
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    It seems i have missed something during setup. Kindly share some ideas to fix this issue and let me know if you need more information(Note that i am very new to this forum and this this my first thread)
    Thanks
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    In actual it should update only that SIT record which is currently under consideration and not allow other records to modify.Ayaz
    this is a very valid question .. and same thing happens with EIT as well. This happens because when you create or update EITs, SITs you can do more than one at a time at the time of creation/ updation. So when approver go to update action or send it back for return for correction you create/ update multiple EITs and SITs as all of that go in single transaction.
    Let us know if you find any solution for this one.

  • Return For Correction - SIT

    Hello,
    when approver go for return for correction (RFC) on SIT, the main SIT page opens where initiator can able to add new records and also able to update any existing SIT records. This thing not happen in Absence work flow where on RFC, user update only current record which is under consideration.
    In actual it should update only that SIT record which is currently under consideration and not allow other records to modify.
    Thanks

    In actual it should update only that SIT record which is currently under consideration and not allow other records to modify.Ayaz
    this is a very valid question .. and same thing happens with EIT as well. This happens because when you create or update EITs, SITs you can do more than one at a time at the time of creation/ updation. So when approver go to update action or send it back for return for correction you create/ update multiple EITs and SITs as all of that go in single transaction.
    Let us know if you find any solution for this one.

  • Problem in triggering the correct workflow on  AdobeForm submission for PCR

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        The main program was "RSWDSTRT ".                                                                               
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        of the source code of program "LQISR9U01" (when calling the editor 390).                                                                               
    Source Code Extract                                                                               
    Line  SourceCde                                                                               
    9 *"  EXCEPTIONS                                                                               
    10 *"      NO_INTERNAL_SERVICE_REQUEST                                                       
       11 *"      INVALID_NOTIF_NUMBER                                                              
       12 *"      INT_SERVICE_REQUEST_NOT_FOUND                                                     
       13 *"----
       14                                                                               
    15 * local data                                                                               
    16   DATA: lt_dummy TYPE qisrsgeneral_param.                                                 
       17                                                                               
    18   DATA: lr_isr_document TYPE REF TO cl_isr_xml_document.                                  
       19                                                                               
    20   DATA: ls_notif TYPE qmel.                                                               
       21                                                                               
    22 * MAIN                                                                               
    23 * try buffer first                                                                      
       24   CALL FUNCTION 'ISR_SPECIAL_DATA_BUFFER_GET'                                           
       25     IMPORTING                                                                               
    26       ET_SPECIAL_DATA       = special_data                                              
       27       ED_SCENARIO           = scenario                                                  
       28     EXCEPTIONS                                                                          
       29       BUFFER_EMPTY          = 1.                                                        
       30                                                                               
    31   IF sy-subrc eq 0.                                                                     
       32     EXIT.                                                                               
    33   ENDIF.                                                                               
    34                                                                               
    <b>   35 * check notification number                                                             
       36   SELECT SINGLE * FROM qmel INTO  ls_notif                                              
       37                             WHERE qmnum = notification_no.                              
       38   IF sy-subrc NE 0.                                                                     
    >>>>>     RAISE invalid_notif_number.                                                         
       40   ELSEIF ls_notif-auswirk IS INITIAL.                                                   
       41     RAISE no_internal_service_request.                                                  
       42   ENDIF.     </b>                                                                               
    43                                                                               
    44 * set scenario                                                                          
       45   scenario = ls_notif-auswirk.                                                          
       46                                                                               
    47 * read ISR XML document                                                                 
       48   CALL METHOD cl_isr_xml_document=>read_for_display                                     
       49     EXPORTING  id_notif_no         = notification_no                                    
       50     IMPORTING  er_isr_xml_document = lr_isr_document                                    
       51     EXCEPTIONS bds_error = 1.                                                           
       52                                                                               
    53   IF sy-subrc NE 0.                                                                     
    54     RAISE int_service_request_not_found.           
    55   ENDIF.                                           
    56                                                    
    57 * read data from XML document                      
    58   CALL METHOD lr_isr_document->get_data_from_xml

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