Actioning Requests

Action a request when you want to move it to another lifecycle state. Only users with the appropriate role for a given state can action to another state.

You can action multiple requests at the same time, however they must all be the same request type, for example, CR.

Actioning Requests

To action requests:

1. Right-click the request or requests that you want to action, and select Action from the resulting menu. The Action a Request wizard appears.

2. Do one of the following:

   • To action to the next normal lifecycle state, select Next lifecycle state. If the next normal lifecycle state has more the one transition, select one from the drop-down list.

   • To action to any valid state, select To specific state, and select a state from the drop-down list.

3. Click Next. The Modify request attributes page of the wizard appears.

4. Do the following:

   1. Select an appropriate role.

   2. Type or select attribute values as needed. Attributes in bold are required; attributes in italics cannot be modified.

5. Click Next. The Delegate to other users page of the wizard appears.

6. Do the following:

   1. Select the role that you want to delegate from the Role to delegate drop-down list.

   2. Select the capability to assign to the user for this request:

      •   Leader: Sole responsibility for the request.

      •   Primary: Primary responsibility for the request.

      •   Secondary: Acts as a backup to the primary role.

   3. To also delegate any related items, select the Delegate related items checkbox.

   4. To assign user roles, do any of the following:

      •   Re-assign a role to a different user, by selecting a user in the Assigned users list and a user in the Available users list, and clicking the Replace button.

      •   Assign a role without affecting the existing role assignments, by selecting a user in the Available users list and clicking the Assign button.

      •   Remove a role assignment from a user, by selecting a user in the Assigned users list, and clicking the Remove button.

   5. Click Next. The Add a comment page of the wizard appears.

7. Enter a comment.

8. Click Next. The Summary page of the wizard appears.

9. Verify the action you are about to perform on the request.

10. Click Finish.