Collaborating Draft Transactions

Collaboration is a feature that enables you to route those transaction codes setup to use collaboration and are in Draft to one or more users for updating or verifying the data before those transaction are moved to Pending or Final. Collaboration is facilitated by a page called the Transaction Collaboration Path. The page is accessed from either the Smart Menu or the transaction level menu in any phase of a transaction to verify the collaboration progress. When collaboration exists and is initiated for a transaction, the Collaboration icon on the Smart Menu includes a red circle at the top.

Initially the page will display any predefined transaction collaboration paths, but will allow you to add new paths. Be aware you cannot delete pre-defined paths, but the path does not have to be followed.

Reference RibbonReference Ribbon

Gives reference back to the transaction and version in question after the transition as well as the date and user that created the transaction.

Field InformationField Information

Field Name	Required?	Field Description
Template ID	Required	Set by the system.
Assignment Date	Optional	Set by the system.
Assignee Role	Conditionally Optional	Set by the system when a pre-defined path is set to route to a role instead of an individual. Also set by an individual when adding an ad hoc path. Either a role or a user must be specified.
Assignee User	Conditionally Optional	Set by the system when a pre-defined path is set to route to an individual instead of a role. Also set by an individual when adding an ad hoc path. Either a role or a user must be specified.
Comment	Optional	A description that is intended to instruct what the next individual should review or add to the transaction.
Collaboration Status	Optional	A field maintained by the system with the following values: (blank) - Signifies a routing has not started In Progress – The routing is currently being performed. Hold – The user routed the transaction has set the transaction status to Held. Done – When a user has addressed the collaboration request and selected the Route action to proceed to the next routing, the system sets the status to Done. Submit – When the transaction has reached the Submitted transaction status.
Collaboration User Name	Optional	A field maintained by the system to signify a routing has started (not being blank) with First and Last Name matching the User ID that skipped a routing or completed a routing.
Created/Modified On	Required	Set by the system at the original insert and each subsequent update.
Created/Modified By	Required	Set by the system at the original insert and each subsequent update.

ActionsActions

Route – This action starts the collaboration process/moves collaboration to the next level. When user wants to finish the collaboration and move the collaboration to next level, he/she can click on the Route button. When a transaction moves to the next level of collaboration, it cannot be recalled or sent back to the previous users.
Skip – This action is used when a predefined or ad hoc path needs to be skipped. Skip moves collaboration to the next path where the Collaboration Status will be set to In Progress.