Presentation Title eApproval User Guide v0.pdf · Click on the print icon to take a print of the...

…Message Box ( Arial, Font size 18 Bold)

Presentation Title ( Arial, Font size 28 )

Date, Venue, etc..( Arial, Font size 18 )Generic Approval

User Manual


Topic Topic

How to Access eOAF from Sangam How to reply to a query

How to create an eOAF How to search for the eOAF

How to start the workflow How to take a print of the eOAF

How to act on memo Sample email from OAF

How to check approval level Enable Drag & drop feature

How to raise a query

Index


Access eOAF from Sangam

• From Sangam, go to My Apps and select Document Management system in the left panel.

• In the Document Management system home page, under Procurement, click on new eOAF.

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Click on New eOAF to access the application.


• Login to the application using your domain credentials

• Click on Create and select eOAF Generic

• Fill the form using the directions given in the subsequent slides.

• Attach a document if needed.

• Click on Save to save the data.

• Click on save/close to close the form.

How to create an eapproval

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eapproval Login

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Create a generic eOAF

Click on eOAF Generic to create a generic

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Fill the form:

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Fill all details as seen in the screen. Select the company code, dept, category,sub-category,SoA No and budget (in Lakhs only).


…cont

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Click on Add to add the budget details. Enter all amount in lakhs.


…cont

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Add all the required details. Click on Import document to attach a file.


Attach a file

Click on Import Documents to attach a file.Click on the “+” symbol and select the files from your local drive. Click on OKFinish

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…cont

Select the type of enclosure document from the drop-down and click on Finish

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...cont

Click on Save Save/Close to save the filled form.

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History

Click on Edit to make any changes in the form.Click on delete to delete the any unwanted draft forms.Click on Initiate to start the workflow.

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Start Workflow

1. To start the workflow, go to history. Click on start workflow icon next to the relevant OAF.

2. All draft memos are present in the first section “In draft stage”3. All OAFs submitted for approval are in “In approval process” section.4. All Approved OAFs are in “Processed” section.

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Selecting approvers

1. The pop-up box displays the SOA and the required approver levels.2. Select the approvers from the drop down and then click on start.

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Workflow started.

1. Once the workflow is started, it moves to the in approval process. 2. By clicking on the OAF, the selected performers can be seen.

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Checker 1

1. Click on Approvals-eOAF Generic tasks 2. Click on the required eapproval to open the task.

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…cont

1. The checker 1 can check the approver level, view the memo, give comments, raise query & send back the memo for changes.

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1. The checker-1 needs to verify that the approvers are selected correctly. He may also add/remove any approver if desired. Then select the checkbox and click on update.

Check approval level

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…cont

1. Select the person's name from the drop down and click on Raise Query to raise a queryOR

2. Give approval and click on Approve OR3. Send it back to the initiator by clicking on Modify

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…cont

1. Click on Form Preview to view the form in print preview mode

1. Click on attachments to view the attachments.

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Raise a query

1. Type the query in the comments section and click on raise query.

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Reply to a query

1. Click on queries eOAF queries2. Click on the query listed below to open the query reply box.

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…cont

1. Type the reply in the box.2. Click on Attachments to add a file to the reply Select the file and click on Ok

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…cont

1. Select the enclosure type and click on Finish.

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…cont.

Click on “Reply” button to submit the reply.

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Search

1. Enter eapproval Num, file ref number or the subject and click on search.2. You can also directly click on search to search for all Memos where you have access.

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Print of the OAF

1. Go to History eOAF Generic2. Click on the print icon to take a print of the OAF.

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Print of the eApproval memo

Click on the Print button at the bottom of the form to take a print.Change the printer to “Cute PDF” to take a soft copy.

Always take the print in landscape mode.

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Sample email from eOAF

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Enable drag & drop feature

Click on the icon next to your name and select settings.

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…cont

Select the Enable Client plug-in checkbox and click on save. This will enable your drag & drop feature.

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Documentum Help Desk

Contact No: 02267171818 / 1833 / 1814 / 1891

Email ID [email protected]

[email protected]

[email protected]

mailto:[email protected]



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