This tutorial demonstrates the submission, review, pushback, correction, and approval of a multiple item change request using an Oracle Data Relationship Governance workflow model.
Time to Complete
Approximately 30 minuntes.
Introduction
In this tutorial, you create a multiple item request by searching and browsing for nodes and then submit the request for intermediate approval and final commitment. As the approver, you review the request, claim and approve the request to send it to the final commitment user. As the commitment user, you run validations and push back the request to the submitting user to make a correction. As the submitting user, you claim the assigned request, make your correction and resubmit the request. As the approving and committing users, you re-approve the new changes to the request.
Prerequisites
Before starting this tutorial, you should:
Have access to or have installed Oracle Data Relationship Management 11.1.2.3.301.
Have access to or have installed the COAMGT Data Relationship Management application. You can download the application here and use these instructions to install and configure the application.
Four additional items are displayed for the request. Note that the last item is selected by default. Because the Change Product Category task is used to make a change for exiisting nodes, the Item Details section displays information in the Current vs. New Value format.
The New Request tab is changed to Computer Products Reorganization, the Workflow Properties area of the page displays the Draft status of the request, and the Request Activity area displays a new record stating creation of the request.
The request is submitted to the workflow model for assignment to the next user(s). The Workflow Path area displays the request status (Submitted) and the current stage of the request in bold font. The previous stage that has been completed is marked with a checkmark icon. The Request Activity area displays new records stating submission of the request. Note that the submitted request is no longer editable or actionable by the submitting user.
Close the Computer Products Reorganization tab and log out as user Operations.
Reviewing Assigned Requests, Claiming and Approving the Request
Log in to the COAMGMT application as user jcooper with a password Welcome!.
The Computer Products Reorganization request is opened on a new tab. Note that the Item Details of the request item in the request are not yet editable.
Click the Claim button () to act upon the request.
The Workflow Properties area displays that the request is claimed by user jcooper. Note that item details are still read-only because the active stage is an Approval only stage.
The request is submitted to the workflow model for assignment to the next user(s). The Workflow Path area displays the request status (Submitted) and the current stage of the request in bold font. The previous stage that has been completed is marked with a checkmark icon. The Request Activity area displays new records stating submission of the request.
Close the Computer Products Reorganization tab and log out as user jcooper.
Pushing Back the Request
Log in as user jstein with a password Welcome! and then select the Worklist task group.
The Computer Products Reorganization request is opened on a new tab. Review the Item Details area for the P_161 request item. Note that the product is a tablet product but its Parent is not the new tablet product category (P_160).
Click the Claim button () to act upon the request.
The Workflow Properties area displays that the request is claimed by user JStein and the request is in the final workflow stage (Commit Product Changes). The item details for the P_161 request are editable with the exception of the Parent which can only be edited in the stage where the request item was added.
In the toolbar, click the Pushback button () to send the request back to the submitting user so he can make the correction.
Select the Specify Product Changes stage as the target for the pushback and enter the reason for the pushback (for example, enter The product category for item P_161 should be P_160. Make the correction and resubmit.)
The Workflow Paths area displays that the request is now back to the Specify Product Changes workflow stage. The comment and pushback are added to the Request Activity area along with the user and a timestamp.
Close the Computer Products Reorganization tab and log out as user jstein.
Correcting and Re-Submitting the Request
Log in as user Operations with a password Welcome!.
The Computer Products Reorganization request is opened on a new tab. Review the Item Details area for the P_161 request item. Note that the product is a tablet product but its Parent is not the new tablet product category (P_160).
Click the Claim button () to act upon the request.
The Workflow Properties area displays that the request is claimed by user Operations and the request is in the initial workflow stage (Specify Product Changes).
The request is submitted to the workflow model for assignment to the next user(s). The Workflow Path area displays the request status (Submitted) and the current stage of the request in bold font. The previous stage that has been completed is marked with a checkmark icon.
Close the Computer Products Reorganization tab and log out as user Operations.
Re-Approving the Request
Log in to the COAMGMT application as user jcooper with a password Welcome!.
The Computer Products Reorganization request is opened on a new tab. Note that the Item Details of the request item in the request are not yet editable.
Click the Claim button () to act upon the request.
The request is submitted to the workflow model for assignment to the next user(s). The Workflow Path area displays the request status (Submitted) and the current stage of the request in bold font. The previous stage that has been completed is marked with a checkmark icon.
Close the Computer Products Reorganization tab and log out as user jcooper.
Log in as user jstein with a password Welcome! and then select the Worklist task group.
The Workflow Properties area displays that the request is claimed by user JStein and the request is in the final workflow stage (Commit Product Changes).
In the toolbar, click the Approve button () to re-approve the request with the correction made.
The Workflow Path indicates that all required workflow stages have been completed.
Close the Computer Products Reorganization tab and log out as user jstein.
Summary
In this tutorial, you learned:
As the request creator, to create a multiple item change request by searching and browsing for nodes and then submit the request for intermediate approval and final commitment.
As the approver, to review the request, claim and approve the request to send it to the final commitment user.
As the commitment user, to run validations and push back the request to the submitting user to make a correction.
As the submitting user, to make your correction and resubmit the request.
As the approving and committing users, to re-approve the new changes to the request.