Creating a Multiple Item Request

Purpose

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.

1. Launch Data Relationship Management Web Client.
   
   

   

2. Log on to the COAMGMT application as user Operations with a password of Welcome!.

   

3. Select New Request and then Product Maintenance.
   Note: Load the version if prompted.

   

   

4. From the Version drop-down list, select Vision Jan 2013.

   

5. Click Add Items to add a request item.

   

6. Multiple tasks are available to perform within this wokrflow stage. From the Tasks drop-down list, select the Add Product workflow task.

   

7. Click OK.

   

8. Define the following values for the new product:

   • Name = P_161
   • Description = Tablet Standard
   • Parent = Tota Productl~P_TP1
   
   

   

9. Click the Update link to temporarily save your changes to the request item.

   

10. Click Add Items to add a request item.

    

11. From the Tasks drop-down list, select the Add Product Category workflow task.

    

12. Click OK.

    

13. Define the following values for the new product category:

    • Name = P_160
    • Description =myPad Tablet
    • Parent = Total Product~P_TP1
    
    

    

14. Click the Update link to temporarily save your changes to the request item.

    

15. Repeat steps 10 through 14 to add two other request items for the following new product categories:

    • Name = P_170, Description =Sentinel Server, Parent = Total Product~P_TP1
    • Name = P_180, Description =Envoy Desktop, Parent = Total Product~P_TP1
    
    

    

1. Click Add Items to add a request item and then select the Change Product Category task from the Task drop-down list.

   

   

2. In the Search field, type * (asterisk) and click the Search icon ().

   

3. Press and hold down Shift and select P_110, P_120, P_130, and P_140 from the search results, and then click the Select button () to select the nodes.

   

4. Select the Browse tab and expand the P_TP1 - Computers node.

   

5. Click OK.

   

6. In the Request Items list, select the P_110 item.

   

7. In the New Value column for the Parent field, click the ellipsis button ().

   

8. Select the Items tab and then select the Total Product~P_170 node as the Parent for the P_110 request item.

   

9. Click OK and then click the Update link to save the change.

   

10. Repeat steps 6 through 9 to select the following parent nodes for the request items:

    • For node P_120, select Parent as Total Product~P_170
    • For node P_130, select Parent as Total Product~P_180

1. In the toolbar, click the Save button ().

   

2. In the Request Title box, enter Computer Products Reorganization and click OK.

   

1. In the toolbar, click the Validate button ().

   

2. In the Action column for the P_140 request item, click the Validation Error icon () to show the validation errors.

   

3. Click OK to close the Warning dialog box.

4. In the New Value column for the Parent field, click the ellipsis button ().

   

5. Select the Items tab and then select the Total Product~P_180 node as the Parent for the P_140 request item.

   

6. Click OK and then click the Update link to save the change.

   

7. In the toolbar, click the Validate button () to ensure all validation failures have been resolved.

   

8. In the toolbar, click the Submit button ().

   

9. Close the Computer Products Reorganization tab and log out as user Operations.

1. Log in to the COAMGMT application as user jcooper with a password Welcome!.

   

2. Click the Open button () to open the request.

   

3. Click the Claim button () to act upon the request.

   

4. In the toolbar, click the Approve button ().

   

5. Close the Computer Products Reorganization tab and log out as user jcooper.

1. Log in as user jstein with a password Welcome! and then select the Worklist task group.

   

2. Click the Open button () to open the request.

   

3. Click the Claim button () to act upon the request.

   

4. 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.)

   

5. Click OK.

   

6. Close the Computer Products Reorganization tab and log out as user jstein.

1. Log in as user Operations with a password Welcome!.

   

2. Click the Open button () to open the request.

   

3. Click the Claim button () to act upon the request.

   

4. Click Add Items to add a request item.

   

5. Select the Change Product Category task from the Task drop-down list, select the Items tab, and then select the P_161 item.

   

6. Click OK.

   

7. In the New Value column for the Parent field, click the ellipsis button ().

   

8. Select the Items tab and then select the Total Product~P_160 node as the Parent for the P_161 request item.

   

9. Click OK and then click the Update link to save the change.

   

10. In the toolbar, click the Submit button () to re-submit the request for approval.

    

11. Close the Computer Products Reorganization tab and log out as user Operations.

1. Log in to the COAMGMT application as user jcooper with a password Welcome!.

   

2. Click the Open button () to open the request.

   

3. Click the Claim button () to act upon the request.

   

4. In the toolbar, click the Approve button () to re-approve the request with the correction made.

   

5. Close the Computer Products Reorganization tab and log out as user jcooper.

6. Log in as user jstein with a password Welcome! and then select the Worklist task group.

   

7. Click the Open button () to open the request.

   

8. Click the Claim button () to act upon the request.

   

9. In the toolbar, click the Approve button () to re-approve the request with the correction made.

   

10. Close the Computer Products Reorganization tab and log out as user jstein.

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.

Resources

• Oracle Data Relationship Governance on Oracle Technology Network (OTN)
• Oracle Data Relationship Management 11.1.2.3 Documentation
• To learn more about Data Relationship Management refer to additional OBEs in the Oracle Learning Library