The following video illustrates Defining Documents in Oracle Fusion HCM.

Persons create document records to store information about documents such as work permits, and visas, and upload electronic versions of the documents as attachments. Document types categorize documents and control the document properties. A document type exists for a combination of document category and subcategory.

Document Types: Provide a set of options to control what document information to retain, who can access the documents, whether the documents require approval, and whether the documents are subject to expiry. Using the document type security profile, you can restrict which users or roles can access particular documents. The document type security profile is covered in detail in the Security Profiles topic.

Document Categories and Subcategories: Document categories (for example, absence) provide a high level grouping of documents. Document subcategories (for example, general or medical) provide further grouping of document categories. Document types (for example, leave approval or medical report) provide a lower level categorization of documents. Use the DOCUMENT_CATEGORY lookup type to define new document categories and subcategories.

Document Statuses: Enable you to identify and track document records requiring approval. You define approval statuses as values for the lookup type DOCUMENT_STATUS. Note that these statuses are for information purposes only; they do not control the document approval process.

Jayashree Prakash

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