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h) OLE_LicenseReviewer: View only License Request and Agreement; download & upload agreement docs.
People Flow Logic : Below table lists the People Work flow based on the Rule. The rule need to pass two determinants (License Request Type and Agreement Method). Based on the Rule evaluation People Flow (workflow) Allowed,Not Allowed, Required determined.
Based on the user selection in drop down provided for Initiate License Workflow (selected by user in OLE_LicenseManager Role) and upon submission of document, the rule is evaluated and document routed to the users in People flow based on the selection.
If unallowable workflow status is selected, determined by the rule evaluation, the exception message ("Owner must select allowable unallowable workflow by business rules. workflow for this license request type and Agreement Method." ) is shown.
Rule | Allowed | *Not Allowed* | Required | Approval Requirements |
License Request Type = New and Agreement Method= Negotiated License | Manual (Self), Signatory Only, Review Only, Approval Only Renewal, Addendum | Full Approval | Need to be approved by ALL USERS in role. | |
License Request Type = New and Agreement Method= SERU | Full Approval,Signatory Only | Manual (Self), Renewal,Addendum | Need to be approved by ALL USERS in role. | |
License Request Type = New and Agreement Method = *Copyright Law* | Full Approval,Review Only, Approval Only | Manual (Self), Renewal,Addendum | ANY in Role. | |
License Request Type = New and Agreement Method = *Click Thru* | Review Only, Approval Only | Manual (Self), Renewal,Addendum | ANY in Role. | |
License Request Type = New and Agreement Method = *Shrink Wrap* | Review Only, Approval Only | Manual (Self), Renewal,Addendum, Full Approval | ANY in Role. | |
License Request Type = Renewal and Agreement Method= Negotiated License | Manual (Self),Signatory Only, Review Only, Approval Only Full Approval, Addendum | Renewal | Need to be approved by ALL USERS in role. | |
License Request Type = Renewal and Agreement Method= SERU | Manual (Self),Signatory Only, Review Only, Approval Only Full Approval, Renewal | Addendum | ANY in Role. | |
License Request Type = Renewal and Agreement Method = *Copyright Law* | Manual (Self), Signatory Only, Review Only, Approval Only Full Approval, Renewal | Addendum | ANY in Role. | |
License Request Type = Addendum and Agreement Method= Negotiated License | Manual (Self),Signatory Only, Review Only, Approval Only Full Approval, Addendum | Renewal | ANY in Role. | |
License Request Type = Addendum and Agreement Method = SERU | Manual (Self), Signatory Only, Review Only, Approval Only Full Approval, Addendum | Renewal | ANY in Role. |
Roles assigned to People Flow :
Manual (Self) : Blanket Approve by the owner of the Document.
Review Only : Initiated by selecting Pending Review (PREV) by OLE_LicenseManager and submits the document. OLE_LicensingReveiwer Role approves the document. Upon Complete status changed to Review Complete (RVWC) .
Signatory Only : Initiated by selecting Pending Signature(PSIG) by OLE_LicenseManager and submits the document. Document moves to action list of OLE_Signatory Role. Upon Complete status changed to Signature Complete(SIGC).
Approval Only : Initiated by selecting Pending Approval (PAPP) by OLE_LicenseManager and submits the document. OLE_LicensingApprover Role approves or disapproves the document. If document is approved status changed to Complete (LC) and document continues with Requisition workflow, else status changed to Negotiation Failed. (LNF) . Requisition document owner is notified of the status change.
Full Approval : Document first goes to Review Step. Upon completion status changed to Pending University (PUNI) . University processing complete (UNIC) selected manually by OLE_LicenseManager and document submitted again. Document goes to Signatory step and upon completion goes to Approval step.
Renewal : Document first goes to Review Step. Upon completion status changed to Pending University (PUNI) . University processing complete (UNIC) selected manually by OLE_LicenseManager and document submitted again. Document goes to Signatory step and upon completion goes to Approval step.
Addendum : Document first goes to Review Step. Upon completion document goes to Signatory step and upon completion goes to Approval step.