Actioning Dimensions CM Requests

Action a Dimensions CM request to move it to another lifecycle state. Only users with the appropriate role for a given state can action to another state.

You can action multiple Dimensions CM requests at the same time if they are the same request type, for example, CR.

  1. Right-click one or more Dimensions CM request and select Action from the menu. The Action a Request wizard opens.

  2. Do one of the following:

  3. nTo action to the next normal lifecycle state, select Next lifecycle state. If the next normal lifecycle state has more the one transition, select one from the drop-down list.

    nTo action to any valid state, select To specific state, and select a state from the drop-down list.

  4. Click Next. The Modify request attributes page of the wizard appears.

  5. Do the following:

    1. Select an appropriate role.

    2. Type or select attribute values as needed. Attributes in bold are required; attributes in italics cannot be modified.

  6. Click Next. The Delegate to other users page of the wizard appears.

  7. Do the following:

    1. Select the role that you want to delegate from the Role to delegate drop-down list.

    2. Select the capability to assign to the user for this request:

    3. Leader: Sole responsibility for the request.

      Primary: Primary responsibility for the request.

      Secondary: Acts as a backup to the primary role.

    4. To also delegate any related items, select the Delegate related items check box.

    5. To assign user roles, do any of the following:

    6. Re-assign a role to a different user, by selecting a user in the Assigned users list and a user in the Available users list, and clicking the Replace button.

      Assign a role without affecting the existing role assignments, by selecting a user in the Available users list and clicking the Assign button.

      Remove a role assignment from a user, by selecting a user in the Assigned users list, and clicking the Remove button.

    7. Click Next. The Add a comment page of the wizard appears.

  8. Enter a comment.

  9. Click Next. The Summary page of the wizard appears.

  10. Verify the action you are about to perform on the request.

  11. Click Finish.