Special processing considerations: Change Management

Change Management enables you to define three types of Format Control records:

• Detail
• Master
• Approval

The detail and master records execute during standard add, update, and close processing. The approval record executes during Change Management approval processing.

Change Management uses the four processing functions as follows:

• Add
  Processed at open time.
• Update
  Processed at update time (update, reopen).
• Delete
  Processed at close time.
• Display
  Processed when an item is displayed.

The Format Control components executes after the process invokes but before the record permanently updates. For instance, the add function executes after the user clicks on the Open button in either the Request or Task structure, but before the Request/Task saves to the database. The display function executes after a record is selected from the record list but before the record opens.

You can execute both a master Format Control record and a detail Format Control record for each Request/Task process. The master Format Control record executes before the detail Format Control Record. If any of the Format Control components fail for any reason, the user always returns to the previously open screen with the appropriate error messages.