Monday 2 April 2012

Documents of Record vs. Save Attachment

In its release 12.1, Oracle has come out with a new feature to save attachments that are uploaded while submitting a transaction. This is achieved by enabling the "Save Attachment" checkbox on the review page via personalization. However, the Documents of Record (DOR) functionality overlaps to an extent with this "Save Attachments" functionality. What are the considerations in deciding which of these should be used? Read on for the points to be considered:


Feature
Save AttachmentDocuments of Record (DOR)  
DefinitionAllows documents to be attached to Self Service Transactions. These attachments are visible during transaction approval.DOR is independent functionality to capture documents as attachments, along with information associated with the document, such as date of issue or expiry, etc., and up to 20 additional customer defined fields per document type. 
Enabled forAbsence, Qualification, SIT, Hire, Transfer, Personal Information, Competency, Worker Status Change, Pay Change, Termination, etc. Depending on the transaction type, the attachment is stored on different Core HR screens. Seeded document types (provided by Oracle) are: Birth Certificate, Death Certificate, Degree Certificate, Driving License, ID Card, Medical Certificate, Passport, Visa, Residence Permit, Training Certificate, Work Permit. You can choose any of these or define a further unlimited number of document types to capture pertinent information 
Attachment CreationAttachment is created with the transaction that the attachment supports. E.g. Absence, Qualification, etc.Attachment creation is independent of the transaction. E.g. Passport, Visa, etc.
SecuritySame as Transaction security; i.e. employee having access to the transaction also has access to attachment. What documents are visible can be controlled at a responsibility level. 
VerificationAttachment is deemed verified when transaction is approved. Verification status is separately tracked. Once document is submitted, it needs to be explicitely verified by Manager or HR Dept
Trace BackOnce transaction is approved, attachments are stored on Core HR screens and lose context with the transaction. Employee or Manager then cannot view such attachments. As long as the documents are visible to their responsibility, employee or manager will be able to view the documents, even after the documents have been "verified" 
ReportingNot possible, or at best, a rudimentary reportingThrough "Search Documents of Record" function available to HR personnel, it is relatively easier to search for documents (say) expiring soon. Also, since DOR requires a number of fields to be captured along with the attachment, custom reports can later be built to pull out meaningful information

3 comments:

  1. Thanks a lot for this great article

    ReplyDelete
  2. Hi Sameer
    What is mean by 'Delta'

    ReplyDelete
    Replies
    1. Hi,
      I do not find a reference to the word "delta" on this post (which is about documents of record vs. save attachment). Are you referring to another post? Could you let me know the URL for context?

      Delete