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.
Right-click the request or requests that you want to action, and select Action from the resulting menu. The Action a Request wizard appears.
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.
Click Next. The Modify request attributes page of the wizard appears.
Do the following:
Select an appropriate role.
Type or select attribute values as needed. Attributes in bold are required; attributes in italics cannot be modified.
Click Next. The Delegate to other users page of the wizard appears.
Do the following:
Select the role that you want to delegate from the Role to delegate drop-down list.
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.
To also delegate any related items, select the Delegate related items check box.
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.
Click Next. The Add a comment page of the wizard appears.
Enter a comment.
Click Next. The Summary page of the wizard appears.
Verify the action you are about to perform on the request.
Click Finish.