Request Implementation Profiles

The Request Implementation Profile describes the reason the request is being closed, such as: Canceled, Implemented, or Rejected. They are linked to Request Implementation States. Then, when an Analyst selects an Implementation State on completing a request, the Implementation Profile list shows the profiles linked to the Implementation State.

Creating a Request Implementation Profile

Before you start

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

You should ensure that the required request implementation states are defined before you define a request implementation profile.

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 the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, expand the Workflow Management group of options, scrolling down if necessary .
2. Select the Request Implementation Profiles option. The Request Implementation Profiles window appears, displaying all existing profiles .
3. Select in the Tier 1 table. A blank row is inserted into the table.
4. Key in the name of the profile.
5. From the drop-down list in the Status column, select a request implementation state for this profile.
6. To create a second tier, make sure that the second tier is selected.
7. On the Tier 2 table, select and click inside the blank row.
8. Type the name of the second tier. You can link any number of second tiers to a first level tier.
9. Repeat for any other sub-profiles you want to create.
10. Select to save the changes. Provide the Change Reasons if prompted to do so.

Deleting a Request Implementation Profile

Before you start

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

If you delete a Tier 1 profile that has linked Tier 2 profiles, all the linked profiles will also be deleted.

You cannot delete the system-defined default profile.

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, expand the Workflow Management group of options, scrolling down if necessary .
2. Select the Request Implementation Profiles option. The Request Implementation Profiles window appears, displaying all existing profiles .
3. Select the Tier 1 or Tier 2 profile you want to delete.
4. Select . If you attempt to delete the system default, you will receive a warning message. If you delete profiles with lower tiers, the lower tiers will also be deleted. You will receive a warning message and will need to confirm the deletion.
5. Select to save the changes. Provide the Change Reasons if prompted to do so.