Request Priority
Analysts can select request priorities from the Priority list on the Request Details window to indicate the order in which requests should be considered.
Creating a Request Priority
Before you start
You must have Workflow Management Set Up enabled within your General Access Security Role to work with request priorities.
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.
Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.
Select the Request Priority option. A browse table displays all of the existing priorities. You can adjust the column widths if required.
Select the New icon. A blank row is inserted in the browse table.
Type a name for the priority into the Name field.
To set a particular priority as the default, select the checkbox in the Default column. The selected priority will be set by default on the Request Details window.
A default must be selected. The system-defined request priority (Unspecified) is set as the default if you do not set any other value as the default.
Select to save the changes. Provide the Change Reasons if prompted to do so.
Changing the Order of Request Priorities
Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.
Select the Request Priority option. A browse table displays all of the existing priorities. You can adjust the column widths if required.
Adjust the order of the priorities in the table by using the and buttons. The highest priority should be at the top of the table, followed by the second highest, and so on.
Select to save the changes. Provide the Change Reasons if prompted to do so.
Deleting a Request Priority
You cannot delete the default priority, which is the default used if no other is specified.
If you delete a request priority, you cannot reverse this procedure and will have to re-create it if needed.
Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.
Select the Request Priority option. A browse table displays all of the existing priorities. You can adjust the column widths if required.
Select the priority you want to delete. Select the delete icon. 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.