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
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

• Assign user
on Tab Approver

• Access WEB page through

Workflow

• Generated e-mail with link

available

• Create signature
in WEB page

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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

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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
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

Business Challenges Availability, Technical Details Links

 Available for SAP PLM 7  SAP Note: 1941811
 You need a flexible solution to define approval process for ECC 6.00 EHP6  SAP Service No.: 50110859,
document s including integration of digital signatures.
 Delivered via Consulting Enhancement Svcs for PLM
Service  Contact:
Key Features  Complete documentation of plmservices@sap.com
all development objects http://service.sap.com/public/
Related Services plm-services
 Define custom roles
 ACM Reporting
 Define custom approval types with role parameter (min. max user
 ACM Downport to SAP GUI
count, interoperability)
 PPM-ACM Integration
 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 Benefits

 No need of programming for common approval processes

 Powerful document control in combination with CVS solution

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Contact Information
PLM Services
SAP Product Lifecycle
Management Consulting

SAP Deutschland SE & Co. KG

Hasso Plattner Ring 7
69190 Walldorf, Germany

plmservices@sap.com

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