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

When a user creates, inactivates, or activates an eligible investigator, Workday initiates the Eligible Investigator Event
business process. Workday doesn't deliver a default definition for this business process. When you create eligible investigators for the first time, you might need to:

Create a default definition for the Eligible Investigator Event
business process.

Configure the security policy of the Eligible Investigator Event
business process type to specify which security groups can initiate and approve the business process.

Edit the security policy permissions of the View: Eligible Investigators
domain to enable users to report on eligible investigators.

Access the

Create Business Process Definition (Default Definition)

task to create a default definition for the Eligible Investigator Event
business process.

Select the Eligible Investigator Event
business process type.

Security: Business Process Administration
and Manage: Business Process Definitions
domains in the System functional area.

Access the

Edit Business Process Security Policy

task to specify which security groups can initiate and approve eligible investigator requests.

Select the Eligible Investigator Event
business process type.

In the

Who Can Start the Business Process

section, select the security groups for users whom you want to be able to create, inactivate, and activate an eligible investigator.

In the

Who Can Do Actions on Entire Business Process

section, select the security groups for users whom you want to be able to view, approve, cancel, or deny an Eligible Investigator Event
business process type. The security groups you select here determines the selection you can have when you configure the approval steps in an Eligible Investigator Event
business process definition.

Access the

Activate Pending Security Policy Changes

task to confirm and activate your security policy changes.

Security: Security Configuration
domain in the System functional area.

(Optional) Edit Business Processes to configure the business process so that it routes to specific reviewers for approval.

Add a row for Approval
and select the security group that can approve the business process.

To designate different security groups for approving the creation, activation, or inactivation of an eligible investigator:

Add a row for Approval
for each type of initiation, and select the security group that can approve the process.

In the next page, select

Business Process

Maintain Step Conditions

from the related actions menu of each of the Approval
steps, and create a condition rule using 1 of these report fields:

Creates Eligible Investigator

Inactivates Eligible Investigator

Activates Eligible Investigator

From the related actions menu of the View: Eligible Investigators domain, select

Domain

Edit Security Policy Permissions

to specify security groups that can view the

Find Eligible Investigators

report.

Users from the specified security groups can:

Create, inactivate, and activate eligible investigators.

Approve, deny, or cancel eligible investigator creation, activation, and inactivation requests.

Report on the eligible investigators on the tenant.

For each role assignment that you want to replace with an eligible investigator on an award, grant, and grant hierarchy:

Remove the position-based role assignment for the person for whom you created an eligible investigator.

Select the eligible investigator for the same person (prefixed with Eligible Investigator:) to assign to the same role.

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