Overview of Gathering Process Requirements

This section presents an overview of the information to collect before you configure an Demand Management process and guidance on how to collect it. This information includes the steps to add to your workflows, the types of requests your organization requires, and the contacts you might need. After you collect this information, you can begin to configure your Demand Management process.

This section covers the following topics:

  • Defining workflows. What are the steps of your demand management process (workflow)? Which steps require manual decisions (reviews and approvals)? Which steps require automatic executions? (See Defining Workflows.)

  • Defining request types. What are you requesting? For detailed information, see Define request types.

  • Defining contacts. What contacts are required? For detailed information, see Defining Contacts.

  • Defining notification templates. Is the correct notification template in place? Does your process require a new notification template? For detailed information, see Defining Notification Templates.

  • Defining user data fields. Does your process require additional user information to process correctly? For detailed information, see Defining User Data Fields.

  • Defining security and access. Who can submit requests? Who can receive notifications? Who can approve the request at each step? For instructions on how to configure security, see Defining Security and Access.