Adding Request Participants to a Request Type

To add request participants to a request type:

1. Log on to PPM.

2. On the Open menu, click Administration > Open Workbench.

   The PPM Workbench opens.

3. On the shortcut bar, click Demand Mgmt > Request Types.

   The Request Type Workbench opens.

4. Open a request type.

5. In the Request Type window, click the User Access tab.

6. Click New.

   The Participant Security window opens.

7. To specify the request type participants, do one of the following:

   • To specify one or more security groups to act on the workflow step:

     1. From the list at the top of the window, select Enter a Security Group Name.

     2. Use the Security Group auto-complete to select one or more security group names.

     3. Click Add.

   • To authorize one or more individual users to act on the workflow step:

     1. From the list at the top of the window, select Enter a User Name.

     2. Use the User Name auto-complete to select one or more user names.

     3. Click Add.

   • To authorize user or security groups to act on the workflow step using a standard token (that resolves to a list users or security groups):

     1. From the list at the top of the window, select Enter a Standard Token.

     2. Use the Standard Token auto-complete to select a standard token that returns the resources you want to act on the workflow step.

     3. Click Add.

        The value displayed in the Security Type field is based on the token you selected. To add another token, repeat step i through step iii.

        Note: For information about standard tokens and how to use them, see the Commands, Tokens, and Validations Guide and Reference.

   • To specify a user-defined token that resolves to a list users or security groups:

     1. From the list at the top of the window, select Enter a User Defined Token.

     2. If the token has already been defined, then in the User Defined Token field, type the token name. Otherwise, to open the Token Builder and define a new token that returns the resource(s) you want to act on the workflow step, click Tokens.

        Note: For information about how to use the Token Builder to create user-defined tokens, see the Commands, Tokens, and Validations Guide and Reference.

     3. In the Security Type list, select the security type to which the token resolves.

     4. Click Add.

     5. To add another user-defined token, repeat step ii through step iv.

     6. Click OK.

     The User Access tab lists the selected participants.

8. Add the attributes for the participant.

   Attributes are attached to a participant by clicking Create, View, Edit, Cancel, or Delete.

9. On the User Access tab, click OK.