Action Dimensions CM requests

In the Visual Studio IDE, you can action a Dimensions CM request to move it to another lifecycle state.

Note: 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.

To action Dimensions CM requests:

  1. Select one or more Dimensions CM requests, right-click, and select Action from the menu. The Action a Request wizard opens.

  2. Select the lifecycle state to which to action the request, and click Next:

    Field Details
    Next lifecycle state

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

    Note: Not available in multi-request mode.
    To specific state Select to action to any valid state. Then select a state from the list.

  3. On the Modify Request Attributes page, select an appropriate role. Then enter or select attribute values, as needed. Click Next.

    Attributes in bold are required. Attributes in italics cannot be modified.

  4. On the Delegate to Other Users page, select roles and capabilities, assign them, and click Next:

    Field Details
    Role to delegate Select the role that you want to delegate.
    Leader / Primary / Secondary

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

    • Leader: Sole responsibility for the request.
    • Primary: Primary responsibility for the request.
    • Secondary: Acts as a backup to the primary role.
    Delegate related items Select to also delegate any related items.
    Assign Assign a role without affecting the existing role assignments. Select a user in the Available users list and click the Assign button.
    Replace Re-assign a role to a different user. Select a user in the Assigned users list, and a user in the Available users list, and click the Replace button.
    Remove Remove a role assignment from a user. Select a user in the Assigned users list and click the Remove button.

  5. On the Add a Comment page, enter a comment, and click Next.

  6. On the Summary page, review the actions to perform, and click Finish.

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