Use > Request Fulfillment > Request Fulfillment administration

Request Fulfillment administration

Request Fulfillment administration consists of the following:

  • Environment: This environment record contains options that defines the functionality of the Request Fulfillment application for all Request Fulfillment users. For example, you can set the formats of request number and request task number.
  • Settings: You can configure the general settings for the Request Fulfillment module. For example, you can configure to create a new request either by selecting a category or by selecting a request model.

Configure the Request Fulfillment environment

Security Roles: System Administrator

To configure Request Fulfillment environment settings, follow these steps:

  1. Click Request Fulfillment > Administration > Environment in the System Navigator.
  2. Configure the following environment settings as needed.

    Setting

    Description

    Delay Assigning Request Number? Defines whether or not the system delays assigning the request number until you save the record.
    Skip Inefficient Query Warning? Normally, it is desirable to warn an operator when they have entered an inefficient (partially or non-keyed) query. If you want to bypass the warning, select this check box.
    Use Operator Full Name?

    Defines whether or not the operator full name is used when time stamping reports (on open, update, and so on) for records in the application environment.

    Request Number Controls Defines the format of request number. See Number controls.
    Request Task Number Controls Defines the format of the request task number. See Number controls.
    Unique Number Length

    Defines the length of the unique number.

    Note This setting only takes effect on the Parent No/Unique No  (PPPNNN) option in Request Task Number Controls.

    Separator Defines the separator that is used in Request Number Controls and Request Task Number Controls.
  3. Click Save.

Number controls

Number controls determine how your requests or request tasks will be numbered.

Option Description
Yr/Unique No
(YYNNN)
The current year (system-calculated), followed by a unique sequential number.
Yr-Mo/Unique No
(YYMMNNN)
The current year and current month (system-calculated), followed by a unique sequential number.
Julian/Unique No (YYDDDNNN) The current Julian date (system-calculated), followed by a unique sequential number.
Unique Number Only A unique number without prefixes or suffixes.

Parent No/Unique No  (PPPNNN) The parent request number, followed by a unique sequential number determined. This option is only available for request task number control.

Configure the Request Fulfillment settings

Security Roles: System Administrator

To configure Request Fulfillment settings, follow these steps:

  1. Click Request Fulfillment > Administration > Settings in the System Navigator.
  2. Configure the following settings as needed.

    Setting

    Description

    Audit Records

    The changes of field values in requests or request tasks can be monitored by the audit application.

    You can use this setting to enable or disable the audit application for requests and request tasks.

    Select on Open

    You can choose to open a new off-catalog request either based on category or based on request model.

    Default: Request Model

    Group Request Model By

    To configure the request model hierarchy, type up to four column names to group the request models in the Group Request Model By text box. For example, to group request models by category and template, type category, request.template.

    Note  

    • The request model hierarchy configuration takes effect only when Request Model is under Select on Open.
    • Use the column names specified in the requestModel table.
    • You can configure at most four levels in the request model hierarchy by specifying the column names in a comma separate list.
  3. Click Save.

Notifications in Request Fulfillment

Request Fulfillment includes the following out-of-box notifications, which are sent in response to certain events.

Request Notifications

Request Task Notifications