mobile applications: approvals
TRANSCRIPT
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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.
A comment box will appear. Adding comments is optional. Click Done when finished.
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.
The details screen will be grayed into the background. The Approve, Reject, Reassign, and Request
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.
The details screen will be grayed into the background. The Approve, Reject, Reassign, and Request
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).
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 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.
A comment box will appear. Adding comments is optional. Click Done when finished.
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.
The details screen will be grayed into the background. The Approve, Reject, Reassign, and Request
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.
The details screen will be grayed into the background. The Approve, Reject, Reassign, and Request
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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