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WMS ID 11502: Enhancing HCM Cloud Journeys with OCI Process Automation (
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---------

Co-authored-by: Subhani Sahib Italapuram <[email protected]>
Co-authored-by: Subhani Sahib Italapuram <[email protected]>
Co-authored-by: Ravi Chablani <[email protected]>
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Expand Up @@ -85,7 +85,7 @@ In this lab, you will:

5. Choose a deployment type. Select the deployment type for your database from the choices:

- __Shared Infrastructure__ - For this lab, choose __Shared Infrastructure__ as the deployment type.
- __Serverless__ - For this lab, choose __Serverless__ as the deployment type.
- __Dedicated Infrastructure__ - Or, you could have chosen Dedicated Infrastructure as the deployment type.


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# Assign HCM Journey to Employee

## Introduction

This lab walks through the end user experience for the employee actor in the runtime interaction with the HCM Journey Booster experience.

Previously the Journey template has been setup to be a standalone Journey, but the tasks can be integrated into larger Journeys and not stand alone.

Estimated Time: 10 minutes

### Objectives

In this lab, you will:
* Allocate new HCM Journey to employee

### Prerequisites

Setup and Configure HCM Cloud Journey Template

## Task 1: Allocate new HCM Journey to employee

1. In the HCM Cloud Select Navigator &gt; Me &gt; Journeys

On the *Explore* tab of HCM Journeys in the search entry box, enter **Uniform**. This will return the newly created Uniform Request Journey created in the previous section.

![Select Uniform Journey](images/select-uniform-journey.png)

2. Assign the Journey to self (for test purposes) or assign to intended/target user by the **Add to My Journeys** add New Journey Icon
![Assign Journey](images/assign-journey.png)

3. Navigate to the My Journeys tab

4. Select the **LL Uniform Request*** Journey

5. Expand the Initiate Uniform Request task
![Initiate Uniform Request](images/initiate-uniform-request.png)

6. Select *Start* from **More Actions**
This will initiate Uniform Request process in Booster, and display a Request processing notification
![Start Task](images/start-task.png)

7. Select *Done*, to mark the task as Complete.
![Start Task Done](images/start-task-done.png)

![Initiate Uniform Request Done](images/initiate-uniform-request-done.png)

8. An email notification will have been sent to the employee per the flow, notifying of need to complete the Uniform Selection.
![Uniform Request Submit](images/select-uniform-form-submit.png)
Once the uniform selection has been completed, the user will select Submit. This will move the process forward to the approval task.

9. Approval of Uniform Request
![Approve Uniform Request](images/review-uniform-request.png)
An approval notification is sent to the individual in the organization responsible for approving uniforms. They can action the approval via the notification or by entering the Booster product and reviewing the workspace tasks.

10. Worker checks status in HCM Journey while Process is in progress, they will receive the response as **Request Processing**.

11. Once the Process has been completed, a completed message will be returned and the Worker can make the task as **Done**.


## Learn More

## Acknowledgements
* **Author** - Kishore Katta, Product Management, Oracle Integration & OCI Process Automation
* **Last Updated By/Date** - Kishore Katta, October 2023
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# Create a new HCM Journey

## Introduction

This lab guides through the steps to setup the HCM Journey Booster use case, and configuration of the Journey within HCM to trigger and monitor the process.

Estimated Time: 10 minutes

### Objectives

In this lab, you will:
* Setup and Configure HCM Journey Booster use case within HCM Cloud
- Register process in HCM journeys
- Create a journey using an OPA Process

### Prerequisites

Access to the instance of HCM with a user that has the Role Manage Journey By HR. (PER_MANAGE_JOURNEY_BY_HR_PRIV) Allows HR specialists to access and manage worker journeys.

## Task 1: Register Process in HCM Journeys

1. In the **Setup and Maintenance** work area, select Functional Area *Workforce Information*

2. Select the Checklist Integration
![Select Checklist Integrations Task](images/check-listIntegrations-selection.png)

This will open the Configure Checklist Integration page listing any existing integrations configured for HCM Journeys.

3. Select *Add* which will open the **Integration Details** page.

4. Enter the values as shown in the table.

|Field| Type | Value |
|--| -- | -- |
|Integration Category| Drop down |OPA|
|Integration Type| Drop down | Structured process|
|Integration Code |Text entry| LLUniformSelection|
|Application Name |Drop down| LLEmployeeUniformRequest|
|Process Name| Drop down| UniformSelection|
{: title="Integration Details Properties"}

5. Check the *Enable and send information* for process automation integration
![Configure Integration](images/configure-integration.png)

6. Select *Validate*
HCM Journeys will return a status of Success under Validate Integration Details

7. Select Save and Close

## Task 2: Create a journey using an OPA Process

1. In the Setup and Maintenance work area, go to the following:
* Functional Area: Workforce Information
* Task: Checklist Templates
![Checklist Template](images/checklist-template.png)

2. On the **Checklist Templates** page, click *Create* to open the Create Checklists page.

3. In the dialog shown, Enter the values as shown in the table.

|Field| Type |Value|
|--| -- |--|
|Name| Text| LL Uniform Request|
|Description |Text| This Journey is used to make a new employee uniform request.|
|Category| Drop down |Person|
{: title="Checklist Template Properties"}

All other values can be left as default.

4. Select *OK*

5. Select *Tasks* tab from the menu and then to create a new task.

6. On the **Create Task** page, enter the values as shown in the table

|Field| Type| Value|
|--| --| -- |
|Name| Text | LL Initiate Uniform Request|
|Sequence| Text| |1|
|Description| Text| This task starts the uniform request process|
|Required| Check |Checked|
|Task Type| Drop down| Process Automation|
|Process Section| Drop down| Process Section 1 – Start Process|
|Process Configuration| Drop down| LL Uniform Selection|
{: title="Create Task Properties"}

Expire 10 days after assigned date

All other values can be left as default.

7. Select *Save and Close*

8. Next click to create another new task.

9. On the **Create Task** page, enter the values as shown in the table
|Field| Type| Value|
|Name| Text| Check the uniform request process status|
|Sequence| Text |2|
|Description| Text| This task checks the status uniform request process|
|Required| Check| Checked|
|Task Type| Drop down| Process Automation|
|Process Section| Drop down| Process Section 2 – Check Process Status|
|Process Configuration| Drop down| LL Uniform Selection|
{: title="Create Task Properties"}

Expire 10 days after assigned date

All other values can be left as default.

10. Select *Save and Close*, returning to the Tasks list for the Checklist Uniform Request Journey template.
The tasks created
![Tasks Created](images/tasks-created.png)

11. On the General tab, select *Active* for the **Status** of the checklist.

12. Select *Save and Close*, returning to the Checklist Templates summary page.

You may now **proceed to the next lab**.

## Learn More

* [Integrate With OPA In Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/23d/faijh/integrate-with-oracle-process-automation-in-journeys.html#u30010752)

## Acknowledgements
* **Author** - Kishore Katta, Product Management, Oracle Integration & OCI Process Automation
* **Last Updated By/Date** - Kishore Katta, October 2023
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# Create Process Application

## Introduction

This lab shows you how to create a employee uniform request application from scratch in OPA using a Structured Process.

Estimated Time: 10 minutes

### Background

Process applications that you create from scratch in Designer can consist of one or more of the following application components:

- Processes are a sequence of tasks or activities that result in a well-defined outcome. Business Process Model and Notation (BPMN) elements within the process define the flow and behavior of the application.

- Web Forms define the interface that your application users see in Workspace. You can create web forms from the ground up or you can base them on an existing data structure.

- Business Types represent real-world concepts or objects, such as a ticket, a request, or an employee. You use business types to create the data structures that are required in your application.

- Decisions are containers for if/then rules and decision tables that use the same input and output data objects. A decision exposes these data objects as a reusable service that multiple business processes can invoke.

- Connectors define how a business process connects to external REST services.

### Objectives

In this lab, you will:
* Create a Employee Uniform request Application

### Prerequisites

Access to an OCI Process Automation instance in conjunction with a subscription to a Fusion-based Oracle Cloud Applications service

## Task 1: Create a Process Application in Designer

A process application is a container for key components: processes, forms, connectors, and roles.

![List process applications](images/list-process-applications.png)

1. Login into OPA design time environment. Open the **Process Applications** page.

2. Click *Create*. The **Create Application** side pane opens.

3. Enter information into the **Create Application** dialog box replacing ## with your initials or another unique value.

| Field | Value | Description |
| --- | --- | --- |
| Title and Description | ##EmployeeUniformRequest | Make sure the application **Title** and **Description** are useful. Give the user a good idea of what the application is all about and why they might want to use it. Good Titles and Descriptions help users distinguish applications with a similar title or purpose. You can’t change the name after the application is created.|
| Identifier Name | ##EmployeeUniformRequest | System generated value that can be edited. |
| Version Tag | 1.0 (Default) | System generated value that can be edited.|
{: title="Create Application Dialog"}

4. Click *Create*.
![Create Application](images/create-app-dialog.png)

This will add a new application to the Process Applications list on the OPA home page.

You may now **proceed to the next lab**.

## Learn More

* [Design Structured Processes](https://docs.oracle.com/en/cloud/paas/process-automation/user-process-automation/design-structured-processes.html)
* [Design Forms and User Interfaces](https://docs.oracle.com/en/cloud/paas/process-automation/user-process-automation/design-forms-and-user-interfaces.html)
* [Explore Workspace](https://docs.oracle.com/en/cloud/paas/process-automation/user-process-automation/explore-workspace.html)
* [Work with Connectors](https://docs.oracle.com/en/cloud/paas/process-automation/user-process-automation/work-connectors.html)

## Acknowledgements
* **Author** - Kishore Katta, Product Management, Oracle Integration & OCI Process Automation
* **Last Updated By/Date** - Kishore Katta, October 2023
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