Overview
The Change Request Types function allows users to create and maintain a current list of types of change requests used to modify sensitive information on different functions, for example the role for a specific user.
Navigation
Admin ► Support Entitles ► Change Request ► Change Request Types
Change Request Type screen Fields
Field | Description |
ID | System Generated Id or user-defined Id for a Change Request. This Id must be used to associate to a Workflow Process, for the Change Request Type to be in effect. |
Description | A brief description of the Reason of the Change Request Type. |
Overview
Restriction Context allows users to identify preconfigured transactions that are subject to generate a Change Request when information is modified.
Navigation
Admin ► Support Entities ► Change Request ► Restriction Context
Restriction Context screen Fields and Tab
Field | Description |
Code | User defined unique identification code for the Restriction Context. |
Active | If true, restriction on the configured screen is active and update operations trigger a Change Request. |
Entity | Users can select from the preconfigured list of entities subjected to Restrictions. |
Entity Institution Property | Identifies within the screen the Institution property to use. |
| Entity Fiscal Year Property | Identifies within the entity the Fiscal Year property to use |
| Entity Fiscal Period Property | Identifies within the entity the Fiscal period property to use |
Change Request Type | Users select the change request type ID associated with the Restriction Context. |
Description | Brief description of the Restriction Context. |
Restriction Context Properties tab | Allows users to select specific screen properties that are subjected to generating a Change Request under this Restriction Context. |
Overview
Restriction Context Properties tab allows users to insert entity property details in Restriction Context.
Restriction Context Properties Tab screen Fields
Field | Description |
Active | If true, restriction on the configured entity is active and update operations will trigger a Change Request. |
Entity Property | Field allows users to insert pre-created entity property. |
Entity Property Class | Value will automatically select by the system based on value selected in Entity Property field. |
Language | Country specific language to describe the Restriction Context Properties tab. |
Description | Short description of Restriction Context Properties tab. |
Overview
A change request is a document containing a call for an adjustment, that is generated when an entities properties are modified and a Restriction Context that contains them is active.
Navigation
Admin ► Support Entities ► Change Request ► Change Request
Field | Description |
Code | Unique identification number for the Change Request, system generated. |
Workflow Status | Status of the associated Workflow process. |
Domain ID | Allows users to view the related transaction screen that trigger the Change Request. |
Restricted Properties Only | If true, identifies a change request that applies to a set of restricted properties only. |
Last Operation Sequence | Sequential number of the change request for this screen. |
Change Request Type | Associated Change Request Type. |
Restriction Context | Associated Restriction Context. |
| Institution | The Institution associated with the change request. |
| Fiscal Year | The associated current fiscal year in which the change request is implemented. |
| Fiscal Period | The associated current fiscal period in which the change request is implemented. |
Created on | Timestamp of creation. |
Created by | User that triggers the Change Request. |
Approved on | Timestamp of approval. |
Approved by | User that approved the Change Request. |
Change Request Operation Tab | Change request operation detail shows in this section. |