To define a new item request type:New item request is a workflow process, which enables you to route the definition and approval of a new item. When creating a new item, various people in the organization can define various aspects of an item, such as operational attributes, user-defined attributes, AML, and so on. using a workflow process. You can also combine the definition routing and approval routing in a new item request workflow.
New Item Request is a seeded Change Management category for which you must define a type before you can set up new item requests for an item catalog category. new item request (NIR) types are defined like any other change type. The topic Defining Header Types provides additional type definition details.
Once a specific NIR type is created, the administrator can assign additional information, such as the associating NIR-related attributes. Examples of such attributes are Cost Impact and Implementation Cost. You can then organize these attribute groups in different pages, similar to Associating Attribute Groups with an Item Catalog Category.
When users create items in item catalog categories that require an item request, the new item request type specified for the item catalog category determines how the request is routed for distribution and approval, and identifies the approvers for the new item. For example, the new item request type determines what item request attributes and sections are available on pages; it determines the valid priorities and reasons available to users; it also determines the valid statuses for the request (for example, Open, Approval, and Closed). In essence, the new item request change type defines the process for routing the collection of item attributes and approval requests from various people who are internal (such as Engineering and Manufacturing) or external to your organization (such as Suppliers).
Define one or more workflow templates. See:
To define a new item request type:On the Change Management Categories page in the Setup Workbench, select the New Item Request category, then select the Types tab in the lower half of the page. When the page refreshes click Create.
On the Create New Item Request Type page, enter information in the required fields.
The Number Generation field provides multiple methods for item number request generation, but you can only select either the Sequence Generated or Function Generated method for the new item request type. When using the sequence generated item request numbering method, all item number requests automatically generate based on the sequence generation rules specified here. Specify a prefix, starting number, and increment. For the function generated method, specify a function and select whether or not to enable key attributes.
Note: The Number Generation field on the Create New Item Request Type page applies to the number generation for new item requests, not for new items. Item number generation is defined at the item catalog category level.
You must have already defined a custom function before using the function generation method. For details, see Creating User Defined Functions.
You can set up the default Assignee for all new item requests of this type in the Default Assigned To section.
After creating the new item request type you can continue the setup tasks via the side navigation links on the Basic Information page.
Click the Attribute Groups link to associate attribute groups with the new item request type.
Click the Pages link to organize the associated attribute groups on one or more New Item Request pages.
Click the Codes link to associate valid priorities and reasons for new items that are created with this request type.
Click the Configuration link to select the display sections and primary attributes that you wish to make available for this request type.
Click the Workflow link to define the statuses of the workflow. Click the Update Properties icon for a particular status to set up valid phases for promotion, demotion and the associated workflows. In the Workflows region, you can add many workflow templates, if desired. When creating a new item request using this new item request type, the user can select which workflow template to use. Select which workflow template to appear as the default during the new item request creation process.
You can then select each workflow template one at a time and specify the following:
Auto Promote
Indicates that when the workflow completes successfully and all required approvers have approved, the item request will automatically be promoted to the specified valid phase.
Auto Demote
Indicates that when the workflow completes successfully and all required approvers have approved, the item request will automatically be demoted to the specified valid phase.
Enable Digital Signature
Indicates that users who are expected to approve or reject the item request must enter their username and password to reauthenticate themselves.
