Actioning Items

1. Right-click the Dimensions CM request containing the related items and select Related. The request opens with the Related tab active.

2. Select the item or items that you want to action, right-click, and select Action. The Action Item wizard appears.

3. On the Select lifecycle state page do one of the following:

- If you selected a single item choose one of the following options:

•Next lifecycle state: Select this option to action the item to a normal next state. Only valid next states are shown.

•To specific state: Select this option if you want to action the item to any other state. Select a state from the list. You will need the necessary privilege to action to one of these states.

- If you selected multiple items, from the To specific state list select a state. You will need the necessary privilege to action to one of these states.

4. Click Next.

5. (Single items only) On the Modify item attributes page, set or change the attributes for an item. The attributes that you see depend on the following:

- The type of item.

- The item

The Attributes column displays the attributes that are available for the selected role. You cannot change attributes displayed in italics. Attributes displayed in bold require a value.

Do the following:

1. From the Role list optionally select a role to filter the attributes and only show ones that are relevant to a specific role.

2. In the Values column type a value for each attribute, or select one from the list (if applicable).

6. Click Next.

7. On the Delegate to other users page, delegate the selected items to other users, assign other users a role on the items, or remove previously delegated users.

Do the following:

1. From the Role to delegate list choose a role.

2. Choose one of the following Capability options:

•Primary

•Secondary

•Leader

3. To assign a user select one in the Available users list and click Assign. The user is added to the Assigned users list.

4. To add a user to the Assigned Users list and remove all the current users, select one in the Available users list and click Replace.

8. Click Next.

9. On the Add a comment page optionally add a comment before you action the items.

10. Click Next.

11. The Summary page displays a summary of the actions to be performed on the selected items.

12. Click Finish.