Actioning a Request

Purpose

Action a request when you want to move a request to another lifecycle state. Actioning moves an object, such as a request or an item, to another lifecycle state. Only users with the appropriate role for a given state can action to another state.

When you action a request from your Inbox, it is removed from your list and moved to the Inbox of users who have roles for the next lifecycle state.

If you are actioning a request to a lifecycle state that is associated with a stage in the Global Stage Lifecycle, it will also be promoted to that stage, and if there are any default areas associated with the project/stream, the related item files will automatically be deployed to those areas.

NOTE

When you action a request to or from a lifecycle state that is sensitive, thus requiring an electronic signature, you will be presented with an Authentication Point dialog box. In this case, enter your Dimensions CM password and click OK.
If you are actioning requests that are related to Dimensions RM requirements, there are special considerations that you need to be aware of. Please see Dimensions CM Requests and Dimensions RM Requirements for details.
If the role on the next transition for the request has an Assignment Type of Delegation Candidate, it cannot be actioned unless a user is delegated. For details, see "Assigning Roles" in the Common User Interface

PRIVILEGES
Action request to next state (REQUEST_ACTION_NEXTSTATE) to action a request to a valid next state.
Action request to any state (REQUEST_ACTION_ANYSTATE) to action a request to a lifecycle state without a valid transition.

To action a request:

Select one or more requests.
Click the Action button.
For New State, select a lifecycle state:

If you are actioning a single request, either select To next state and select a valid next state from the corresponding list, or select To specific state and select a lifecycle state from that list. (You will require the necessary privilege to action to a state other than a valid next state.)
If you are actioning multiple requests, either select Next normal state or select Named state and type a lifecycle state. You must type a common lifecycle state for all requests.

Click the Next button.
If you want to set any attributes, type or select the values.

Required attributes are marked with a red exclamation point:

This page does not appear if you have selected multiple requests.

Click the Next button.
Optionally, in the Comment field, type a comment.
Click the Next button.
If you want to delegate the request to another user, select a Role to delegate and Capability, and move the required user(s) to the Assigned Users list. If you also want to delegate the items that are related to the request, select Delegate related items. For more details, see Delegating a Request.
Click the Next button.
Use the Results page to check the result(s) of the action. If a request has a sensitive lifecycle state, the buttons Authenticate and Continue and Ignore and continue appear in the Message column. If you want to complete the actioning of that request, click the Authenticate and Continue button and enter your password. If you do not want to authenticate the request, but you want to continue actioning other requests, click the Ignore and continue button.
Click the Close button to close the Results page.