This topic introduces the sections (tabs) in a request detail page.
Note: You can use the Use Tabs in Request Details Page feature toggle to control how the request details are displayed. If the Use Tabs in Request Details Page feature toggle is turned on, the request detail page displays the Dashboard, Details, Strategy, Status, Notes, and References sections as tabs. If the feature toggle is turned off, the request detail page displays these sections in a long page.
See Open a request.
The top of the request detail page displays the request number, the request type, and the available actions. The top section is visible after a request is created and submitted. The title of the request detail page is <Request Type><Request Number> - <Request Description>.
From the top section of the detail page, you can do the following:
Perform an available action. For details, see Act on a request.
Print the request details. See Print requests.
Save the request.
Make a copy of the request. See Copy a request.
Delete the request. See Delete requests.
Expand or collapse all sections on the page.
Go back to the top of the page. When you scroll the page down, the Back to Top button appears to the left of the Save button. Clicking this button brings you to the very top of the page.
The Details section (tab) of a request detail page contains information specific to the request, including the request's general information such as who created the request, a description of the problem, the business area affected, and the resolution of the request.
The Details section (tab) is included in request creation and continues with the request until resolution. Typically, when creating a request, you must complete some of the fields in the details section. After a new request is submitted, you must update various fields as the request proceeds through the resolution process.
The details section contains several subsections, such as:
- The Problem/Resolution and Analysis subsections.
- The Resources subsection if resource tracking is enabled for the request. For details, see Resources section.
- All the custom subsections.
The Notes section (tab) is included in the request creation process and continues with request until resolution.
The Notes section contains the following information:
|Notes added for the request
The Notes section includes the following subsections:
|Request field value change history
The notes section also includes the value change history for request fields that have the Notes History attribute set to Yes.
Record format for table component field value changes
Limitation: If a table component field name contains the pipe character "|", the Notes section does not display the character for the table component field.
The Dashboard section (tab) of a request detail page is available when the Enable Request Dashboard toggle is turned on in the request type setting page. For details, see Set up request layout.
The Dashboard section (tab) lists a set of preconfigured portlets to collectively display request information.
From the Dashboard section, you can:
Collectively view the request information.
Drill down on displayed data to view more details.
Export the portlet data.
The Status section (tab) of a request detail page lists the request's associated workflow steps, and provides details for the completed workflow steps.
View a request's associated workflow steps
The Status section (tab) lists the request's associated workflow steps in the hierarchical order.
Some workflows include subworkflows. Subworkflow steps are displayed sequentially with the other workflow steps, and are numbered with additional decimal numbers, corresponding to the workflow level, for example, 3.1, 3.2, and 3.3.
If a workflow step has been acted on, the status of the workflow step and the resource who completed the step are also listed. The active workflow step is highlighted.
View workflow step details
The Status section (tab) includes the following links for you to view more details of the request's associated workflow steps. These links are displayed at the bottom of the Status section.
Opens the Graphical Workflow window, which displays a graphical representation of the workflow applied to the request. The graphical workflow shows which workflow steps have been visited and which workflow step is the current workflow step.
The Legend section describes the colors and symbols used to illustrate the workflow steps and transitions.
To see a summary description of a workflow step, move your cursor over the step to view the tooltip text.
Your administrator can assign a Current %Complete value to individual workflow steps. As the request moves along the workflow, the percent completed is updated according to the value configured for each step.
Opens the Approval Details window, which displays a detailed view of approved active and completed workflow steps.
Opens the Transaction Details window, which lists information for each completed workflow step transaction.
The References section (tab) of the request detail page contains additional information related to the request.
Add references to requests
You can use the Reference Additions section to add references to the request. For example, you can add a URL to a request or delete an outdated document from a request. In some cases, you can create a functional dependency between a request and the referenced entity. For details, see Add references to requests.
You can search for a reference by text strings contained in the target reference subsection.
To search and download references:
Locate the target reference subsection and click the Search icon at the top right.
Note: If you are in the Program Details page: References tab or the Package Details page, you can find the Search icon at the top right of the References section. You can use this Search box to search for references of all types.
Type a text string in the Search box. The reference that has the text string contained in the subsection will filter itself out.
You can download a single attachment or all the attachments as a zip file:
To download a single attachment, click the name of the attachment you want to download. The attachment is downloaded automatically.
To download all the attachments of a request, click Download All. All of the attachments added to the request are downloaded as a Zip file.
The Strategy section (tab) is available in request details page when:
- The request is added in a portfolio, and
- The portfolio either has strategic themes defined or has business goals related to KPIs.
From this tab (section), you can:
- Align the request with one or more strategic themes. For details, see Align requests with strategic themes.
- Add request's forecasted KPI impacts. For details, see Forecast request contributions to KPIs.
If your PPM administrator has enabled resource tracking for the request type, the request detail page displays the Resources section under the Details section (tab).
The Resource column in this section lists the resources assigned to the request so far. The section may also include Scheduled Effort, Actual Effort, Actual Start, and Actual Finish columns.
You can perform the following actions in the Resources section:
|See resources assigned to a request
Every time you use the Assigned To field of a request to assign resource to the request, that resource is automatically added to the Resources section and listed on the request.
The Resources section lists the resources that were previously assigned and are currently assigned, their contributed effort, and the time when the effort is contributed.
If you are authorized to manage the Resources section, you can use the Add Resource button to select and add resources to the list. For details, see Assign resources from the Resources section.
|Change allocations for listed resources
If you have the required permissions, you can use the Scheduled Effort (hrs) field to change allocations for the listed resources.
You can use the Actual Effort,Actual Start, and Actual Finish fields to update your actual effort on the request.