The below steps would help anyone to kick start the addition of documents to Documents of Records functionality in Oracle HRMS. I will be posting some codes to do it from the backend as well.
1. Create new / use Document Category in the existing HRMS Lookup
a. Navigate to Other Definitions > Application Utilities Lookups
b. Query for the lookup type DOCUMENT_CATEGORY
c. Create a new lookup meaning and description or use the existing ones
2. Create Subcategory for the Category created
a. Navigate to Other Definitions > User Types and Statuses
b. Enter the Name, DOCUMENT_CATEGORY and the business group you want use this Category
c. Enter the System Type (Document Category) defined in step 1
d. Enter the Description & Code which would form the subcategory for your documents
3. Register document type by running the program Register Document Types (EITs)
a. Navigate to Processes and Reports > Submit Processes and Reports > Register Document Types (EITs)
b. Enter Document Type parameter, this program creates & registers the document type with this name
c. Multiple Rows - Yes, Country Code - NULL, Description - <Document Type Description>
d. Category Code - Choose the category that was defined in step 1 and configured with subcategory code in step 2
e. Subcategory Code - Choose the subcategory code defined in step 2
d. Authorization Required - No, Warning Period - NULL and submit the program
4. Add the registered Document Type to the responsibility that requires this document type access
a. Navigate to Security > Information Types Security
b. Query for the responsibility you want to add this document type to
c. Add the document type to the list.
You are good now to add documents to Documents of Record under this document type, category & sub category.
1. Create new / use Document Category in the existing HRMS Lookup
a. Navigate to Other Definitions > Application Utilities Lookups
b. Query for the lookup type DOCUMENT_CATEGORY
c. Create a new lookup meaning and description or use the existing ones
2. Create Subcategory for the Category created
a. Navigate to Other Definitions > User Types and Statuses
b. Enter the Name, DOCUMENT_CATEGORY and the business group you want use this Category
c. Enter the System Type (Document Category) defined in step 1
d. Enter the Description & Code which would form the subcategory for your documents
3. Register document type by running the program Register Document Types (EITs)
a. Navigate to Processes and Reports > Submit Processes and Reports > Register Document Types (EITs)
b. Enter Document Type parameter, this program creates & registers the document type with this name
c. Multiple Rows - Yes, Country Code - NULL, Description - <Document Type Description>
d. Category Code - Choose the category that was defined in step 1 and configured with subcategory code in step 2
e. Subcategory Code - Choose the subcategory code defined in step 2
d. Authorization Required - No, Warning Period - NULL and submit the program
4. Add the registered Document Type to the responsibility that requires this document type access
a. Navigate to Security > Information Types Security
b. Query for the responsibility you want to add this document type to
c. Add the document type to the list.
You are good now to add documents to Documents of Record under this document type, category & sub category.
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