Resource Requisitions › How to Manage 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 are not aware and cannot 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. Select a requisition and click the Processes tab.

   The processes page for the requisition appears. The Processes tab shows two menu choices: Available and Initiated.

3. To view running process instances, click Initiated (the default). Process instances that are scheduled to run or running appear. You can track their progress.
4. To view the local processes that apply only to this requisition and any global processes for any requisition, click Available.
   1. To define a new process, click New.
   2. Save your changes.

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

5. To start a process manually, select the check box and then click Start.
6. To set the object for the requisition process, click Add Linked Object.