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.

  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 Priority option. A browse table displays all of the existing priorities . (You may like to adjust the column widths to see all of the columns.)
  3. Select . A blank row is inserted in the browse table.
  4. Type a name for the priority into the Name field.
  5. 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.

    6. 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.

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

Changing the Order of Request Priorities

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.

  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 Priority option. A browse table displays all of the existing priorities . (You may like to adjust the column widths to see all of the columns.)
  3. 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.
  4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Deleting 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.

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.

  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 Priority option. A browse table displays all of the existing priorities . (You may like to adjust the column widths to see all of the columns.)
  3. Select the priority you want to delete. Select . If you attempt to delete the system default, you will receive a warning message.
  4. Select to save the changes. Provide the Change Reasons if prompted to do so.