Request (Roles) H

Description

If enabled, all dependent roles for the current roles are finished. “DC” stands for “dependencies complete.”

Displays name of the role.

Click to enter, review or post data to the target ERP system, depending on the Role ID.

Displays User ID of individual who finished the role. If there is more than one user assigned to the role, Finished By displays the ID of the last individual to click the Finish button.

Displays date and time when the role was finished. If there is more than one user assigned to the role, Finished On displays the date and time when the last assigned user clicked the Finish button.

Click to validate the role. This button only displays when validations have been added to the template or when column properties have been added to the Data Entry page for the template, triggering the use of validation rules. Any validation errors must be corrected before the role can be finished.This button does not display for the Post role.

Click to finish (for Data and Post role IDs) or approve (for Review role ID) the role. This action confirms that the data is correct. Users assigned to the next role in the process are notified that their role is ready to be processed.

Click to reset (for Data and Post role IDs) or Reject (for Review role ID) the role. This action indicates that the data is incorrect and the role is not ready to be finished. Users assigned to this role are notified via workflow email that their role has been reset or rejected.

NOTE: If the request was initiated by an external request scenario that created an Excel-initiated request and the request is rejected by the Reviewer, Mass Maintenancesends an email to the email address that originated the request. The email has an Excel file attached that contains the data entry records with the Reviewer's Reject Reason. The user must correct the errors in the Excel file and send the corrected file to the External Email Account to begin the process again.

Description

Role

Displays name of the role.

Click to enter, review or post data to the target ERP system, depending on the Role ID.

File Import

Click to create an empty Excel spreadsheet template with all the fields applicable to the request based on the template. The first record of data is sample data. It serves as a guide for users inputting data into the request. This Excel template can be populated, saved and uploaded to Mass Maintenance to import data into the request.

Click to download request data that is eligible for posting into Excel. The Excel columns are named for the columns on the data entry page and a row of sample data is provided. The sample data is pulled from the template and serves as a guide for users performing file input into Mass Maintenance requests.

The file can be edited, saved and uploaded to Mass Maintenance to import data into the request.

If enabled, data previously entered on the Data Entry page is deleted before the file is imported.

Click to import a completed Excel spreadsheet generated by Mass Maintenance. This icon displays if the Excel Import Allowed check box is enabled on the Import Settings tab on theVerticalView of theTemplate (Role)page for the Data role. 

View Import

Displays the data source that contains the views that can be imported into the request. This data source must be added at the template-role level for the Data role. Refer to Add a Data Source that Stores Views for Import for more information.

Displays name of the view used to import data into the request.

NOTE: For a view to display in this list box, the view name must follow the format set on the Parameters page (Configuration > Parameters > Naming Conventions tab).

Click to open theRequest (Role View Filter)page to add, edit and delete where clauses for the view to filter data being imported into the request.

Displays filters on the data within the view to only import a subset of data when the request is processed.

Click to view a report of the data being imported in the request. Review the report to ensure that the data in the view is appropriate for import into the request. This report takes the Where Clause into account when displaying data so as to provide an accurate representation of the data that is imported.

If enabled, data is deleted from the target table before the import is processed (i.e., data is uploaded from the view).

Click to import data from the view to the data entry page for the request.

Non Reviewable Records

Click to open the [Template Name] Non-Review page to view request records that cannot be viewed by a Review role because of how the Review Filters have been configured for a template. If a Review Filter is set up for a user such that certain records cannot be reviewed, the records can be accessed on this page by the Template Administrator who can then adjust the review filter.

If all records can be reviewed, this icon is disabled.

NOTE: This icon only displays for the highest priority Data Entry role, i.e., the last role that must finish before the request moves to the Review role.

Displays the time the schedule background post runs. Refer to Setting the Post Start Time for more information.

NOTE: This field displays for Post roles only and is only visible when the request status is Posting.

Click the link to open the Post Monitor page in Integrate for details about this posting, including the posting status, the current template that is posting (if the post uses multiple templates), and, when complete, whether the post succeeded or failed.

NOTE: This field displays for Post roles only and is only visible when the request status is Posting.