Request Implementation States
You can create implementation states that can be chosen when an Analyst closes a request.
Creating an Implementation State
Before you start
You must have Workflow Management Set Up enabled within your General Access Security Role to work with request implementation states.
You must define the request implementation states prior to using them in request implementation profiles.
- Select
, then Admin, then select System Administration. In the Explorer pane, expand Workflow Management. - Select the Request Implementation States option. The Request Implementation States window appears. This consists of a browse table listing the implementation states and an Implemented checkbox to indicate whether this state denotes a request that has been implemented (completed successfully)
. (You may like to adjust the column widths to see all of the columns.) - Select
. A blank row is inserted in the browse table. - Type the name of the implementation state you want to create. If you want this state to denote a successfully completed request, select the checkbox in the Implemented column. If not, clear the checkbox.
- Select
to save the changes. Provide the Change Reasons if prompted to do so.
You must now link the implementation state to an implementation profile through the Request Implementation Profiles Admin window. Otherwise, it will not be available for selection on the Complete Request window.
Deleting an Implementation State
Before you start
You must have Workflow Management Set Up enabled within your General Access Security Role to work with request implementation states.
You cannot delete the Unspecified entry. You cannot restore deleted items. You must recreate new implementation states if necessary. Existing entities linked to deleted items will display the item name with an asterisk (*) and should be linked to an active item.
- Select , then Admin, then select System Administration. In the Explorer pane, expand Workflow Management.
- Select the Request Implementation States option. The Request Implementation States window appears.
- Select the state you want to delete. Select
. If you attempt to delete the system default, you will receive a warning message. - Select to save the changes. Provide the Change Reasons if prompted to do so.