SAP Knowledge Base Article - Public

2556339 - How to configure Mass Route, Send to Next and Previous Step Option in PM Inbox

Symptom

  •  The option’s to: Mass Route, Send to Next/ Previous step, are missing from the inbox
  •  PM forms missing when viewing Masss Route Options

Environment

Performance Management

Cause

  •  Missing Permissions
  •  User has no role configured in Manage Route Maps stages.

Resolution

  1. Add the below permissions for the user to see the missing option in his inbox

               a. Long into Admin center

               b. Find the affected user Role

               c. Go to Manage Role

                  perm1.jpg

 

              d. Add the below Permission

                 ROLENAME.jpg

          e. Proxy the affected user or login as affected user

          f.  Go to his performance to see the option

               missing option.jpg

  2. To see the missing forms, you have be to be part of the role in route map step as an Exit User otherwise the form will not display from Mass Route option.

      Note that an Exit User is a user who is assigned to route the form to the next step.

             exit.jpg

  Once you have completed the above steps you will be able to see the options; Mass Route, Send to Next/ Previous step from the inbox.

 

See Also

Admin Tools: Document Routing - Mass Route Documents - Performance Management

Keywords

  • Mass Route
  • Send to Next
  • Send to Previous 
  • Inbox
  • Search
, KBA , LOD-SF-PM , Performance Management , Problem

Product

SAP SuccessFactors HCM Core all versions