Master Data Management

Scenario (Roles) H

Scenario (Roles) V

Use this page to Add a Role to a Scenario.

To access this page:

  1. Select Master Data Management > Design in the Navigation pane.
  2. Click the Scenarios icon.
  3. Click the Roles icon.

Field

Description

ROLE

Displays the role ID assigned on the Role page.

When adding roles to a scenario, if a role is not in the list box, the user can click the Click to add a new item link to open the Role page in another browser tab. Refer to Add a Role in MDM for more information.

ROLE ID

Displays the role ID assigned on the Role page.

When adding roles to a scenario, if a role is not in the list box, the user can click the Click to add a new item link to open the Role page in another browser tab. Refer to Add a Role in MDM for more information.

WORK DAYS

Displays the number of days estimated to complete the tasks assigned to the role.

NOTE: Leave blank to default to the values set up on Roles page’s Vertical View. Refer to Set up SLA notifications in MDM for more information.

WORK HOURS

Displays the number of hours estimated to complete the tasks assigned to the role.

NOTE: Leave blank to default to the values set up on Roles page’s Vertical View. Refer to Set up SLA notifications in MDM for more information.

WORK MINUTES

Displays the number of minutes estimated to complete the tasks assigned to the role.

NOTE: Leave blank to default to the values set up on Roles page’s Vertical View. Refer to Set up SLA notifications in MDM for more information.

Events

Click to open the Scenario Role Event page to add a custom business rule to an even for the selected role.

Refer to Add Custom Business Rules for more information.

Tasks

Click to open the Scenario Role Task page.

Scenario (Roles) V

Scenario (Roles) H

Field

Description

Role

Displays the role ID assigned on the Role page.

When adding roles to a scenario, if a role is not in the list box, the user can click the Click to add a new item link to open the Role page in another browser tab. Refer to Add a Role IN MDM for more information.

Auto Post Role

Click to enable the role as an auto post role within the scenario.

NOTE: This option only displays for roles of type Post. If this option is enabled, then once the request data dependencies have been completed, posting is automatically initiated. A user is not required to click the Post button to initiate the posting. Refer to Auto Post a Request  for more information.

NOTE: The Auto Post Role feature can only be used if default credentials are set for all connections used by the scenario's Integrate processes. Refer to Add a Process to a Scenario and Add Default User Credentials to a Connection for more information.

Quick Finish

If checked, the Stewardship Tier uses the Quick Finish process. When a request role that uses this scenario role has conditions that are not met, the Stewardship Tier:

  • Sets dependencies complete for all dependent request roles

  • Logs the role finish in the Request Role Log

  • Calls an update procedure to determine if subsequent roles should be finished based on conditions

If unchecked, the Stewardship Tier uses the Full Finish process. When a request role that uses this scenario role has conditions that are not met, the Stewardship Tier:

  • Creates a Finish job for the role that didn’t meet its conditions

    NOTE: That Finish job runs the inherit validation processes and custom business rules for that role.

  • Logs that the role's conditions were not met in the Request Role Log

Auto Finish Role

Click to enable the role as an auto finish role within the scenario.

User Response Required on Warnings

If enabled, after a user clicks Finish for the role, any validation failures require a user response to continue the process.

The options available to the user depend on the highest level of validation failure.

  • If the validation fails with a message, the user acknowledges the message by clicking the OK button to proceed.
  • If the validation fails with a warning, the user is presented with the options to allow the process to continue or to stop the process.
  • If the validation fails with an error, the user acknowledges the error and the process stops.

NOTE: If this check box is disabled, if the validation fails with a warning, the user acknowledges the message by clicking the OK button to proceed.

The default value for this setting is set at the Role level.

Copy Column Properties

Click to open Copy Scenario Role Task Column page with multiple Source and Target scenario fields to update.

Refer to Copy a Scenario Role Task Column for more information.

Scheduled Post Allowed

If enabled, a user assigned to this scenario > role combination can schedule a posting to run at a later time. The Post Later options display on the Request Group Post page. If disabled, the Post Later options do not display on the Request Group Post page.

The setting can also be configured for all scenario > role combinations on the Role page. 

Refer to Configure the Post Later Feature at the Scenario Role Level, Configure the Post Later Feature at the Role Level, and Schedule a Post for a Specified Date and Time for more information.

Allow Update For Extend Scenarios

Click to enable to allow the role to update system data within a task that already exists in the target.

NOTE: This option is only available for roles of type Application assigned to scenarios of type BusinessExtend or OrganizationalExtend.

Post Workflow Notifications

Click to open the Post Workflow Notification page to add external users and register Stewardship Tier users who receive workflow notifications when a post succeeds or fails.

The count on the icon represents the number of users who receive these notifications.

Documentation

Click to open the Element Documentation page to upload or download documentation regarding the scenario role.

Refer to Upload Documentation at the Scenario Role Level more information.

 

Audit Details

Field

Description

Audit Details Data Source ID

Displays the data source that stores the custom Audit view.

This list box interacts with the list box at the role level in the following ways:

  • If this field is populated and a role is assigned to this scenario with the Audit Details Data Source ID field also populated, the setting set at this level is used.

  • If this field is populated and a role is assigned to this scenario with the Audit Details Data Source ID field that is blank, the setting set at this level is used.

  • If this field is blank and a role is assigned to this scenario with the Audit Details Data Source ID field populated, the setting set at the role level is used.

    NOTE: In this case, this field is not populated with data from the role level, even though this setting is used to generate the custom audit report. The field remains blank at this level.

  • If this field is blank and a role is assigned to this scenario with a Audit Details Data Source ID field that is also blank, no custom audit report is generated.

Audit Details View

Displays the view selected for use as a custom audit report.

This list box interacts with the list box at the role level in the following ways:

  • If this field is populated and a role is assigned to this scenario with the Audit Details View field that is blank, the setting set at this level is used.

  • If this field is populated and a role is assigned to this scenario with the Audit Details View field that is blank, the setting set at this level is used.

  • If this field is blank and a role is assigned to this scenario with the Audit Details View field populated, the setting set at the role level is used.

    NOTE: In this case, this field is not populated with data from the role level, even though this setting is used to generate the custom audit report. The field remains blank at this level.

  • If this field is blank and a role is assigned to this scenario with a Audit Details View field that is also blank, no custom audit report is generated.