linear_scale How To

Access a Shared Oracle Approval Worklist

Delegatees follow these instructions to access an Oracle Approval Worklist that has been shared with them. Worklist Sharing Delegatees do not receive email workflow notifications, so it is important to discuss expectations with the delegator, for example, expected coverage and frequency for checking transactions.

Access a Shared Oracle Approval Worklist

  1. Enter in the browser
  2. Select Login
  3. As prompted, log in using SUNet ID and password

  1. Select Switch User in the Oracle Home Page Header to show all the Worklists to which you have access

    Switch User only appears if someone has granted you access to their Worklist.

  2. On the Switch User page, select the Switch User icon next to the appropriate name of the Worklist you want to access. The Oracle Home page of the sharing user will display.
  3. In the Oracle Home page header, access the Worklist of the sharing user by selecting the Worklist 

  1. Review and approve transactions by following the appropriate instructions for the transaction type:
  2. When finished working with the shared Worklist, select Return to Self in the Oracle Home page header.
    • Your Oracle Home page will display.
What Happens Next?
  • Transactions route to the next approver (if any).
  • As needed, transactions can be audited considering the following:
    • For all transactions approved through Worklist sharing, the original approver's name will show as the approver. The Action History will show the SUNet ID of the actual approver in the comments field, after any comments they entered.
  • To view a list of transactions handled by others on behalf of an approver, refer to Oracle Vacation Query for more information. 
Last Updated: Jan 12, 2024


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