How To Retrieve ACT Documents

You can locate, view, and retrieve ACT documents using any of the search options on the Find Window. Documents in any status can be viewed, but only documents that are still OPEN can be edited.

Documents can be located and retrieved using one of the following methods:

• The REQUESTOR field
• An existing Document Number
• Search by specific Employee identifiers and Effective Date

TABLE OF CONTENTS

• Steps for searching by Requestor
• Steps for searching by Document Number
• Steps for searching by Employee

Before performing the steps below, use the Clear button to remove any prior search criteria. 

Steps for searching by Requestor

1. Enter the Requestor Name (Last Name, First Name Middle) in the Requestor field 
2. For partial Requestor values, use the % Wildcard or open the Requestor LOV and select the correct user (shown below)
3. If multiple documents were created by this Requestor, choose the desired Document from the Document Number LOV and click OK

When using partial value lookup for Requestors: If the Requestor is not found, the Requestor LOV will open a list of all Requestors in your Oracle HR Responsibility.

Steps for searching by Document Number

1. Enter a Document Number in the Document Number field
2. Click on Retrieve a Document

If the document is OPEN and assigned to you, you will be able to edit the form and process the document. Otherwise, the ACT Main Form will be view-only.

Certain documents are only searchable by Document Number or Requestor. 

For example, New Hire employees are not searchable by SSN or Full Name until the Hire document is Complete. 

Steps for searching by Employee

1. Use the Find form to find a specific employee in your organization
2. (Optional) Enter the document Effective Date in the Effective Date field
3. Click on Retrieve a Document
4. Choose the desired ACT document from the Document Number LOV and click OK