This tutorial demonstrates the submission, enrichment, and commitment of a single item change request using an Oracle Data Relationship Governance workflow model.
Time to Complete
Approximately 30 minuntes.
Introduction
In this tutorial, you create a single item change request, add comments, add workflow tags, and save the draft request. Next, you submit the request for enrichment and commitment by other Data Relationship Management users. As the enrichment user, you review the assigned request and claim it for modification and approval. Then you calculate and validate the request, make corrections, and approve the request to send it to the final commitment user. As the commitment user, you approve the request to commit the request changes to a version and review activity for 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.
The New Request tab is displayed. The workflow model label and description is displayed at the top of the tab. Because the Vision Current Period version variable is used in the New Financial Account workflow model selecting a version is not required.
The New Request tab is changed to Vacation Paid, 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.
Submitting the Request
In the Workflow Path area of the page, view the list of workflow stages associated with the New Financial Account workflow model. The current stage Define Financial Account is bold faced. The Update Financial Account stage and the Commit Financial Account stage are displayed after it.
The request is validated and 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 Vacation Paid tab and log out as user Operations.
Reviewing Assigned Requests and Claiming a Request
The Vacation Paid request is opened on a new tab. Because the request is now in the Update Financial Account stage that uses a different workflow task, the Item Details area of the page displays different properties than the Define Financial Account stage. 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 now enabled for editing.
Calculating Request Item Properties
View the properties that are marked as required (with an asterisk) and read-only (disabled). In the tollbar, click the Calculate button () to re-calculate inherited and derived values based on the new values that were previously entered by the submitting user.
The Warning dialog box displays a validation error stating that Start Date must be before End Date.
Click OK to close the Warning dialog box.
Click the Revert to Previous Value button () to the right of the End Date property to remove the previously defined end date.
View Image
In the toolbar, click the Approve button () to approve the request items with the additional changes and assign the request to the next user in the workflow model.
View Image
The request is validated and 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 Update Financial Account 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 Vacation Paid tab and log out as user jcooper.
Commiting the Request
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. The request is in the final workflow stage (Commit Financial Account). Note also that item details are now enabled for editing.
In the toolbar, click the Approve button () to approve the changes in the request and commit them to a version in Data Relationship Management.
View Image
The request is validated and commited. The Request Activity area displays new records stating submission of the request. Note that the hierarchy owner user (ADMIN) is implicitly used by the workflow model to commit request changes to nodes in a single hierarchy.
Close the Vacation Paid tab and log out as user jstein.
Summary
In this tutorial, you learned:
As the request creator, to create a single item change request, add comments, add workflow tags, save the draft request, and submit the request for enrichment and commitment by other Data Relationship Management users.
As the enrichment user, to review the assigned request and claim it for modification and approval, calculate and validate the request, make corrections, and approve the request to send it to the final commitment user.
As the commitment user, to approve the request to commit the request changes to a version and review activity for the request.