1. IRIS Workflow Team

2. Electronic Approval Agenda n R/3 Workflow System n Routing based on Funds Center n Business Workplace Inbox n Substitutes and Forwarding n Business Workplace Demonstration n Question and Answer

3. IRIS Workflow Team Document Routing n Cost Centers (E) and WBS Elements (R) n Funds Center is similar to Department n Budget Entity, College, Vice Chancellor Area concepts remain as Funds Centers n Must define Agent responsible for each Funds Center, Budget Entity, etc. n Two or more people can share a Responsibility n Agent can declare Substitutes n Agent can Forward work items

4. IRIS Workflow Team Business Workplace n Similar to Email Inbox (Title and Preview Areas with link to document) n Work Item – A piece of work that needs to be done (executed). n Creating Attachments n Sorting and Grouping Work Items n Email notification of Inbox

5. IRIS Workflow Team Preview Area Attachments Instructions Link to Document

6. IRIS Workflow Team Permanent Substitutes 1. Document Created and Released for Approval 2. Work Item appears in Inbox of Agent and all Substitutes Department Head Substitute Approver

7. IRIS Workflow Team “As Needed” Substitutes 1. Document Created and Released for Approval 2. Work Item appears in Inbox of Agent (only) Department Head Substitute Approver 3. Adopts Substitution 4. Work Item now appears in Inbox of Agent and Substitute

8. IRIS Workflow Team Forwarding Work Items 1. Document Created and Released for Approval Department Head Recipient of Work Item 2. Work Item appears in Inbox of Agent and all Substitutes 4. Work Item now appears in Inbox of Recipient 3. Work Item is Forwarded (this removes it from Inbox)

9. IRIS Workflow Team Question and Answer Jim Sauceman 974-4752 or 974-2448 sauceman@tennessee.edu Demonstration