How to Work with Resource Requisitions › Manage an Automated Requisition Process

Manage an Automated Requisition Process

In the out-of-the-box system for requisitions, notification generation depends on manually changing the status of the requisition. If the status of new requisitions is not changed to open, the recipients cannot know about or fulfill the new requisition.

You can avoid notification uncertainty by configuring an automated notification process that identifies different stages in a requisition lifecycle. An automated process can issue a notification whenever a new stage is reached.

Note: When you create a process in a requisition, it is available only for that requisition. When an administrator creates a global requisition process in the Administration Tool, the process is available for use by all requisitions. Global access rights are required to create a global process.

Follow these steps:

1. Open Home, and from Resource Management, click Resource Requisitions.
2. Click a requisition and click Processes.

   The Requisition Processes page appears.

3. Click Initiated to view process instances that are scheduled to run or running, and to track their progress.
4. Click Available to view the existing local processes that apply only to this requisition and any global processes that are used by any requisition. If many processes are available, use the filter section of the page.
5. Click New to define a new process.
6. Save your changes.

   The new process appears in the list of available requisition processes.

7. To start a process manually, select it and then click Start.
8. Set the object for the requisition process.