Vacation Rules for Oracle Workflow Notifications

1. Log on to Oracle at oracle.twu.edu in Internet Explorer.
2. Locate the TIP links under the Worklist table in the center of the Home page.
3. Click the Vacation Rules link.
4. Choose to create or update a rule.
   • If you choose to create a new rule, the Vacation Rule: Item Type page appears first. Continue with step 5.
   • If you choose to update an existing rule, the Vacation Rule: Response page appears. Skip to step 9.
5. In the Vacation Rule: Item Type page, select the item type to which this rule applies.
   • By default, the list of values for the Item Type field displays those item types for which you have previously received at least one notification.
   • If your workflow administrator has enabled creating generic vacation rules, you can select the “All” option in the Item Type field. In this case, the rule applies to notifications associated with any item type.
6. Click the Next button to proceed.
   • If you selected “All” as the item type for the rule, the Vacation Rule: Response page appears. Skip to step 9.
   • If you selected a specific item type, the Vacation Rule: Notification page appears. Continue with step 7.
7. In the Vacation Rule: Notification page, select “All”.
8. Click the Next button.
9. In the Vacation Rule: Response page the displayed fields vary depending on the item type(s) and notification(s) to which this rule applies. For example, if the rule applies to all item types, all the notifications can automatically be reassigned to another user. However, an automatic response to all the notifications cannot be defined because different notifications may have different response attributes.
10. Enter values in the Start Date and End Date fields for the period this rule should be active.
    • If the Start Date remains blank, the rule is effective immediately.
    • If the End Date remains blank, the rule is effective indefinitely.

Attention: Since you can define different rules for the same notification(s) to be effective at different times, Oracle Workflow allows you to define multiple rules for the same notification(s). You should be careful to ensure that rules for the same notification(s) do not overlap in their effective dates.

11. In the Message field, enter any text to append to the notification when the rule is applied. The comments appear in a special comments field when a notification is reassigned or an automatic response is processed.
12. Choose the action that you want this rule to perform:
    • "Reassign" - Forward the notification to a designated user.
    • "Respond" - Respond to the message with a set of predefined response values.
    • "Deliver notifications to me regardless of any general rules" - Leave the notification in your Worklist with no automatic processing. You can define a rule with this action to exclude a certain subset of notifications from a more encompassing rule. For example, suppose you have a rule that reassigns all your notification messages to another user, but you want to exclude a subset of notifications from that rule. To accomplish this, you can define a new rule that applies only to that subset of notifications, using this action.
13. If your rule action is "Reassign", select the type of user or role to which you want to reassign the notifications. Select the user or role you want within that type. Then specify how you want to reassign the notifications.
    • "Delegate your response" - Select this option to give the new user authority to respond to the notification on your behalf, while you retain ownership of the notification. For example, a manager might delegate all vacation scheduling approvals to an assistant.
    • "Transfer notification ownership" - Select this option to give the new user complete ownership of and responsibility for the notification. For example, use this option to send notifications to the correct recipient or to another recipient when necessary. A transfer may have the effect of changing the approval hierarchy for the notification. For example, a manager might transfer a notification about a certain project to another manager who now owns that project.

Attention: The assignee must have their settings properly configured in Oracle to receive notification emails. See Oracle Email Notification Settings.

14. If the rule action is "Respond", set the values for the automatic response.
15. Click Apply.

For additional support, please contact the Technology Service Desk.