Request Action Types

When request managers add a history item to a request, they can select an action type, providing a brief description of the activity the history item is recording.

Request action types can be system defined or you can define your own.

Creating Request Action Types

Before you start

You must have Workflow Management Set Up enabled within your General Access Security Role to work with request action types.

As some parameters are read from the database at application start-up, you should always make changes to settings when there are no Analysts logged on to the system.

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Request Action Types option. The Request Action Types window appears, listing all existing action types.

3. Select the New icon. A row is added to the browse table, and the Type column is automatically set to Person Defined.

4. In the Name column, type a name for the action type you want to create.

5. Select to save the changes. Provide the Change Reasons if prompted to do so.

Renaming Request Action Types

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Request Action Types option. The Request Action Types window appears,listing all existing action types.

3. Select the request action type you want to change.

4. In the Name column, overtype with the new name for the action type.

5. Select to save the changes. Provide the Change Reasons if prompted to do so.

Deleting Request Action Types

You cannot delete a system defined action type.

You cannot restore a deleted action type; you would have to recreate it if necessary. If the action type is in use, the default is used in its place.

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Request Action Types option. The Request Action Types window appears, listing all existing action types.

3. Select the action type you want to delete.

4. Select the Delete icon . If you attempt to delete the system default, you will receive a warning message.

5. Select to save the changes. Provide the Change Reasons if prompted to do so.