Example: Configure the Eligible Investigator Event Business Process and Security Policy

This example illustrates how to configure the Eligible Investigator Event
business process and security policy.

You're the award contract specialist at Alma Mater University (USA). You want to configure the Eligible Investigator Event
business process to enable:

These security groups to create, inactivate, activate, and view eligible investigators:

Grant Administrator

HR Administrator

Sponsored Programs Manager

The Sponsored Programs Manager
security group to review creations of eligible investigators.

The Grants Administrator
security group to review inactivation and activation events of eligible investigators.

You also want to enable users from the Grant Administrator security group to access the

Find Eligible Investigators

report to report on existing eligible investigators on the system.

First, create a default definition for the Eligible Investigator business process:

Access the

Create Business Process Definition (Default Definition)

task.

Select the Eligible Investigator Event
business process type, and click

Click

again to save the business process definition.

On the

View Business Process

page, from the related actions menu of the Eligible Investigator Event (Default Definition) , select

Business Process Policy

Edit

In the

Who Can Start the Business Process

section, select these security groups for each of the initiating actions:

Grant Administrator

HR Administrator

Sponsored Programs Manager

In the

Who Can Do Actions on Entire Business Process

section, select:

Action	Security Groups
View All	Grant Administrator HR Administrator Sponsored Programs Manager
Approve	Grant Administrator Sponsored Programs Manager
Cancel	Grant Administrator Sponsored Programs Manager
Deny	Grant Administrator Sponsored Programs Manager

Click

and

Done

Activate the security policy changes:

Access the

Activate Pending Security Policy Changes

task.

Enter a comment, "Configure the Eligible Investigator Event bp security policy
", and click

Select the

Confirm

check box, and click

Set up the security policy to define who can initiate, approve, deny, or cancel the Eligible Investigator Event
business process:

Search for "bp: Eligible Investigator Event (Default Definition)" on the search bar.

From the related actions menu of the business process that Workday returned, select

Business Process

Edit Definition

Add 3 rows, with these values:

Order	Type	Group
b	Approval	Sponsored Programs Manager
c	Approval	Grant Administrator
d	Approval	Grant Administrator

Click

To route the Create Eligible Investigator
task to the Sponsored Programs Manager
security group, in the

View Business Process

page, click the related actions menu next to the magnifying glass for step

, and select

Business Process

Maintain Step Conditions

. Click

Add an entry condition, and select

Create Condition Rule

in the

Rule

column. Click

Enter these values:

And/Or	And
Description	Create
Source External Field or Condition Rule	Creates Eligible Investigator
Relational Operator	is not blank
Comparison Type	Value specified in this filter

Click

and

To route the Inactivate Eligible Investigator
task to the Grant Administrator
security group, click the related actions menu next to the magnifying glass for step

, and select

Business Process

Maintain Step Conditions

. Click

Add an entry condition, and select

Create Condition Rule

in the

Rule

column. Click

Enter these values:

And/Or	And
Description	Inactivate
Source External Field or Condition Rule	Inactivates Eligible Investigator
Relational Operator	is not blank
Comparison Type	Value specified in this filter

Click

and

To route the Activate Eligible Investigator
task to the Grant Administrator security group, click the related actions menu next to the magnifying glass for step

, select

Business Process

Maintain Step Conditions

. Click

Add an entry condition rule, and select

Create Condition Rule

. Click

Enter these values:

And/Or	And
Description	Activate
Source External Field or Condition Rule	Activates Eligible Investigator
Relational Operator	is not blank
Comparison Type	Value specified in this filter

Click

, and

Done

To enable users to report on the eligible investigators on the system through the

Find Eligible Investigators

report, set up the View: Eligible Investigators
domain:

Access the

View Domain

task.

Select the View: Eligible Investigators
domain, and click

From the related actions menu of the domain, select

Domain

Create Security Policy

Select the

Confirm

check box, and click

Add a row to the

Report/Task Permissions

grid, and enter Grant Administrator
in the

Security Groups

column. Select the

View

check box.

Select

and

Done

Users in the Grant Administrator
, HR Administrator
, or Sponsored Programs Manager
security groups can now create, inactivate, or activate an eligible investigator.

Workday routes all eligible investigator:

Creations to any Grant Administrator
for approval.

Inactivations or reactivations to any Sponsored Programs Manager
for approval.

Users in the Grant Administrator
security group can now access the

Find Eligible Investigators

report.

Steps: Configure the Eligible Investigator Event Business Process and Security Policy