Creating a Single Item Change Request

Purpose

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.

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 New Financial Account.
   Note: Load the version if prompted.

   

   

4. Click Add Items to add a request item.

   

5. Click OK.

   

6. Define the following values for the new financial account:

   • Name = 6210
   • Description = Vacation Paid
   • Parent = Parent Total~6000
   • Account Type = Expense
   
   

   

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

   

1. Click the Add Comment link in the top right of the Request Activity area of the tab.

   

2. Enter a comment for downstream users to view. For example, type We need a new financial account to track paid vacation expenses.

   

3. Click OK.

   

1. Click the Add link in the top right corner of the Workflow Tags area of the page.
   
   

   

2. Select the Due Date and Urgent tags. For the Due Date tag enter a date a week from today.

   

3. Click OK.

   

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

   

2. In the Request Title box, enter Vacation Paid and click OK.

   

1. 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.

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

   

3. Close the Vacation Paid tab and log out as user Operations.

1. Log in 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.

   

1. 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.

   

2. Review the calculated values that are marked by the Calculated Value icon ()next to the item value.

   

1. In the Item Details section, perform the following actions:


1. Uncheck the Allow Budgeting property to set it to False.
2. Click the drop-down icon for the End Date property and choose yesterday.





2. Click the Save button () to save the changes to the request.

   

3. Click the Validate button ()to validate the request items.

   

4. In the Action column for the Request item, click the Validation Error icon () to show the validation errors.

   

5. Click OK to close the Warning dialog box.

6. Click the Revert to Previous Value button () to the right of the End Date property to remove the previously defined end date.

   

7. 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.

   

8. Close the Vacation Paid 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 Approve button () to approve the changes in the request and commit them to a version in Data Relationship Management.

   

5. Close the Vacation Paid tab and log out as user jstein.

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.

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