Template (Role) H

Description

Displays order in which the role is processed in a request that uses the template.

Displays name of the role assigned to the template.

Click to open the Template (Role Validations) page to activate, deactivate, add, edit and delete validations for the role.

Click to open the Template (Role Column) page to enable, disable or hide columns for the template. This icon is only available for the Data and Review role once the template has been created.

Click to open the Template (Role Excel Column Control) page to add, edit or delete columns on the Excel spreadsheet generated for data entry, to determine whether a column is read only, and to determine what type of control is used to enter data, such as a text box. This icon is only available for Data and Review roles once the template has been created.

Click to open the Template (Role Event) page to configure events that will trigger rules to run for the template role.

Click to open the Template (Role Dependency Select) page to select dependent roles for the template. Dependencies determine what role can not be processed until the current rule has been finished.

Click to open the Template (Role Validation Threshold Contact) page to add, edit and delete users who are notified when the validation threshold is exceeded.

A Template Administrator can set a validation threshold to monitor when a user, including an External Data role user, is unable to pass a role.

When a user clicks the Validate button on the Request (Roles) page for a role, and at least one record in a validation fails, Mass Maintenance logs the failure and keeps a count of failed records. When this count exceeds the validation threshold, Mass Maintenance sends the validation contacts an email.

If the role finishes successfully, Mass Maintenance resets the validation count.

The validation threshold is set on the Template (Role) page’s Vertical View on the Approve and Finish Settings tab.

Click to open the Template Role (Finish) page to add, edit or delete Collect rules to run on table data after the download is finished, and to specify filter columns for both source and target data. This icon is only available for Post roles.

Description

Settings

Displays name of the role.

Basic

Displays order in which the role is processed on the request that uses this template.

Displays brief description about the role.

Displays type assigned to role, which defines how the role data within the request is manipulated.

Values are:

• Data – Enter request data by manually entering or editing data, performing a mass change, or importing data.
• Review – Review the data entered by the Data role, and approve or reject the data.
• Post – Post the approved data to SAP.
• External Data – Receive a spreadsheet generated by Mass Maintenance, enter request data, and email the spreadsheet to Mass Maintenance. This data, once it passes validations, becomes the basis for a request. 

Configuration

Click to open the Template (Role Validations) page to add, edit and delete validation rules for the role.

Click to open the Template (Role Column) page to enable, disable or hide columns for the template. This icon is only available once the template has been created.

Click to open the Template (Role Event) page to configure events that will trigger rules to run for the template role.

Click to open the Template (Role Dependency Select) page to select dependent roles for the template. Dependencies determine what role can not be processed until the current rule has been finished.

Description

Excel

If enabled, Excel files are able to be imported into the request in order to upload data into Mass Maintenance.

Click to open the Template (Role Excel Column Control) page to add, edit or delete columns on the Excel spreadsheetgenerated for data entry, to set whether a column is read only, and to set what type of control is used to enter data, such as a text box. This icon is only available once the template has been created for Data and Review roles.

View

If enabled, a request’s data entry page can be created by importing a view for any request based on the template.

This field only displays for the Data role.

NOTE: At least one data source that stores a view must be set on the View Import Data Sources page.

The view name must follow naming conventions.

Refer to Import a View at the Request-Role Level for more information.

Click to open the View Import Data Sources page to add or remove data sources that store views that can be imported to create a request based on the template.

NOTE: The count on this icon represents the number of data sources assigned to the role.

NOTE: This field only displays for the Data role.

Refer to Import a View at the Request-Role Level for more information.

Displays data source used as the default value when using a view to import data for requests using this template. This field only displays for Data roles.

Displays view used as the default value to import data for requests using this template. This field only displays for Data roles.

Description

Approve

If enabled, the users assigned to the Review role can use an enhanced Approval page to view original data along with any changes to the data entered on the Data Entry page. The Review role can select to approve or reject each change. Only advanced users, comfortable with modifying SQL and familiar with table names and fields referenced in the request data, should configure comparison approvals. This field only displays for Review roles.

If enabled, the Review role is able to reject or approve request data by row, allowing different users assigned to the Review role to be responsible for reviewing specific data. A new request is created for all rejected roles. The default value is configured on the Parameters page. This field only displays for Review roles.

Finish

If enabled, validation rules are required to be completed without any errors before a role can be finished. This field only displays for Data Entry and Review roles.

Displays severity level for validation failure. Role is unable to be finished if the failed validation matches or is more severe than the severity level.

Values are:

• Error – Marks the status as invalid until the error is corrected and the Validation Rule passes.
• Message – Marks the status as valid but a message displays.
• Warning – Displays a message but the user can proceed with the task even if the validation  fails.

This field only displays for Data Entry and Review roles.

Reject

Displays the role on the request that becomes available when the Reject button is clicked for the Review role. If blank, the request is sent back to the lowest priority role. This setting allows for greater workflow customization. Mass Maintenance assigns the rejected request records to the target role. This field only displays for Review roles.

Displays the role that will be assigned to a new request if:

• Mass Maintenance has been configured to allow partial approvals of requests
• A Review role rejects some of the records in a request

If the field is blank, Mass Maintenance assigns the request to the lowest priority role in the request. This field only displays for Review roles.

Validation Failure Notification

Displays threshold value used to monitor when a user, including an external role user, is unable to finish a role. When the Validate button is clicked on theRequest (Roles)page for a role, and at least one record in a validation fails,Mass Maintenance logs the failure and keeps a count of the failed records. When this count exceeds the validation threshold, Mass Maintenance sends the validation contacts an email. If the role finishes successfully, Mass Maintenance resets the validation count. If the validation threshold is blank or is set to 0, Mass Maintenance never sends an email to the validation contacts. This field only displays for External, Data and Review roles.

Click to open the Template (Role Validation Threshold Contact) page to add and delete users who are notified when the validation threshold is exceeded.

Download

Click to open the Template Role (Finish) page to set Collect rules to run on table data after the download is finished, and to specify filter columns for both source and target data. This icon is only available for Post roles.

If enabled, data downloads in the background after the user assigned to the Post role clicks the Finish button on theRequest (Roles)page. This field is only available for Post roles.

Description

Custom

If enabled, the Page label set displays with additional fields to populate, allowing any page within the Stewardship Tier to be assigned to a template role. A user assigned to the role navigates to this custom page by clicking the Data Entry button on the Request (Roles) page.

Page

Displays name of WebApp that contains the custom page. This field only displays if Custom Page is enabled.

Displays name of the custom page. This field only displays if Custom Page is enabled.

Description

Advanced

Displays the WHERE clause used to override the system-generated WHERE clause that is used to determine which records for the request are selected when exporting data into Excel files. This field only displays for Data and Review roles.