Document of Record (DOR)

Overview

Oracle introduced documents of record in R12 HRMS RUP 1. The Documents of Record offers greater functionality than the attachments functionality,  The standard attachment functionality does not allow users to search document which is major highlight of DOR. Documents of Record (Oracle EBS R12) allows the user to create new, update existing, view and search ‘Documents of Record’ for a person. The prominent features of this functionality are as below,

• An Employee can maintain the Document (Resume, Contract, Visa, Passport, Birth Certificate etc..) through Employee Self Service
• Manager can also maintain DOR for subordinates using Self Service
• HR can maintain DOR for all Employees – Search in mass or Upload for one person
• Search by document category, subcategory, documents of record, expires after, expiration before, or verification status
• Complex approvals can be set using AME or Supervisor verification of documents can be setup
• Security can be maintained at responsibility level by information types security
• Certain Document Types e.g. ‘Resume’ or ‘Contract’ can be restricted at responsibility level
• Allow to store extra information and add Descriptive FlexFields

DOR Search Page

DOR Create Page

Now Click ‘Create Document of Record’ Button,

Functional Setup

Enable ‘Register the Program’

Navigation: System Administrator>>Security>>Responsibility>>Request Add ‘Register Extra Information Type (EITs)’ in Request Group

 Create Category

Navigation: Other Definitions > Application Utilities Lookups

1. Query DOCUMENT_CATEGORY (F11, CtrlF11)
2. Add a Code: HR_INFO
3. Add Meaning: HR Information
4. Save

Create Sub Category

Navigation: Other Definitions > User Types and Statuses

1. Query DOCUMENT_CATEGORY (F11, CtrlF11)
2. In the “System Type” field, Query the new CATEGORY using the LOV
3. Enter SUBCATEGORY by populating “Description” and “Code” fields
4. System Type: Passport Information
5. Description: Enter desired Subcategory

Register Document Types (EITs)

Navigation: UAE HRMS Manager>> Processes and Reports > Submit Processes and Reports > Register Document Types (EITs)

Enter the parameters as below,

Submit the request.

Add Information Type Security

Navigation: Security > Information Types Security

Search for responsibility and add Information type, Document Type will be your information type, Using EIT security model any Document type can be restricted to any particular responsibility.

Enable AME in DOR Function

System Administrator>>Application>>Function>>Form

Form Function

Create a function as ‘XX_HR_DOR_SS’ set function parameter on Form tab, Please note Parameter used will enable AME in DOR page which will allow you to setup complex approval on the other hand it will disable Supervisor Verification feature,

Function		XX_HR_DOR_SS
User Function Name		XX Documents of Record
Description		Documents of Record for a person
Type		SSWA jsp function
Parameter		pItemType=HRSSA&pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=PER_DOR_JSP_PRC&pFromMenu=Y&pApprovalMode=YD&OAFunc=HR_DOR_SS&pCalledFrom=TDIC_HR_DOR_SS
Web HTML		OA.jsp?page=/oracle/apps/per/dor/webui/DocsOfRecordForPersonPG&akRegionApplicationId=800

 

Add DOR in Employee Self Service Menu

System Administrator>>Application>>Function

Search for Employee Self Service Menu , Add ‘XX_HR_DOR_SS’, Clear the cache or preferably bounce Apache and check DOR functionality from respective User login.

Tip/FAQ/Known Issues

If you are enabling AME on DOR function as I did then you could face a known issue ‘Next button will get disappear once you select a document type and AME will not be called”, Use below Solution

1. Download and review the readme and pre-requisites for Patch: 20590279:R12.PER.B

2. Ensure that you have taken a backup of your system before applying
the recommended patch.

3. Apply the patch in a test environment.

4. Confirm the following file versions:
DocsOfRecordCreateCO.class 120.8.12010000.35
DocsOfRecordUpdateCO.class 120.7.12010000.30
You can use the commands like the following:
strings -a $JAVA_TOP/oracle/apps/per/dor/webui/DocsOfRecordCreateCO.class |grep ‘$Header’
strings -a $JAVA_TOP/oracle/apps/per/dor/webui/DocsOfRecordUpdateCO.class |grep ‘$Header’