Actioning a Dimensions CM Request

You can action a Dimensions CM request to its next lifecycle state, or any other valid state in the request's lifecycle. Normal Dimensions CM rules only allow transitions that are valid. After the next state has been selected, you can choose to delegate the request to a particular role.

Only users with the appropriate role for a given state can action to another state. You can action a request from your inbox or a request list.

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

To action a single request:

1. Right click the request, and select Action. The Action Wizard opens.

2. On the Select lifecycle state page, 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 than one transition, select one from the list.

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

Click Next.

3. On the Modify request attributes page, do the following:

1. For Role Section, select an appropriate role.

2. In the Attributes table, type or select values. Attributes in bold are required and are marked with a  when they need a value. Attributes in italics cannot be modified.

Click Next.

4. On the Delegate to other users page, do the following:

1. From the Roles list, select the role to which you want to delegate.

2. For Users, select the level of responsibility for the role:

• To assign a role with sole responsibility for the request, select Leader.

• To assign a role with primary responsibility for the request, select Primary.

• To assign a role that acts as a backup to the primary role, select Secondary.

3. To delegate the selected role to a user, select a user in the Available users list, and click Assign. You can also select multiple users.

4. To replace all the users in the Assigned users list with the selected user in the Available users list, click Replace.

5. To remove the role assignment from a user, select the user in the Assigned users list, and click Remove.

6. To delegate all related items to these users, select Delegate related items.

7. Click Next.

5. On the Add a comment page, optionally add a comment. Click Next.

6. On the Summary page, verify the action you are to perform on the request.

7. Click Finish.

To action multiple requests:

1. Select multiple requests, right-click, and select Action. The Action Requests Wizard opens.

2. On the Select lifecycle state page, from the To specific state list, select a state. Click Next.

3. On the Delegate to other users page, do the following:

1. From the Roles list, select the role that you want to delegate.

2. For Users, select the level of responsibility for the role:

• To assign a role with sole responsibility for the request, select Leader.

• To assign a role with primary responsibility for the request, select Primary.

• To assign a role that acts as a backup to the primary role, select Secondary.

3. To delegate the selected role to a user, in the Available users list, select a user, and click Assign. You can also select multiple users.

4. To replace all the users in the Assigned users list with the selected users in the Available users list, click Replace.

5. To remove the role assignment from a user, select the users in the Assigned users list, and click Remove.

6. To delegate all related items to these users, select Delegate related items.

7. Click Next.

4. On the Add a comment page, optionally add a comment. Click Next.

5. On the Summary page, verify the action you are to perform on the request.

6. Click Finish.