Mass Maintenance
Process Requests
A request is a mass change data process object that is created, approved and posted in a single batch.
A request is based on a template. Refer to Create Templates and Configure Templates for more information.
There are three methods to update request data in Mass Maintenance: manual change, mass change, or external change. Refer to Enter Data for a Request for more information.
To process a request, a user must be:
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Assigned to a role or roles for the template the request is based on. Refer to Add Users to Templates for more information.
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Assigned to an Org Unit that is also assigned to the request’s template if the template uses Org Units. Refer to Assign Users to Org Units for more information.
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Assigned to Org Unit values assigned to the request if the template uses Org Units. Refer to Set Org Unit Assignment Security for a Request for more information.
NOTE: If the Org Unit values assigned to a user are not assigned at the request level, the user will not be able to process the request. If the user entered the request, the request still displays on the Request page for the user, but the user cannot process it until org unit values are assigned to the user.
NOTE: If the request uses an External Data role or Org Units or both, the user must click Confirm Org Units or Confirm External Contacts or both before processing requests. These buttons display on the Page toolbar of the Request page. The Roles icon is disabled on the Request page and processing cannot begin for a request until Org Units and External Contacts are confirmed.
NOTE: Templates in Mass Maintenance are highly customizable and can be configured to have multiple Role IDs with the Role Type of Data. Users assigned to these roles add or update request data. A template can have multiple Data Entry roles. The generic term “Data Entry role” is used throughout this use case, and can refer to one or multiple Role IDs with the Role Type of Data.
To process a request:
A user can also:
