Approval Workflow for Documents Document Management

A PLM Consulting Solution Public

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: plmservices@sap.com 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

plmservices@sap.com

SAP Product Lifecycle Management Consulting

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