Portal User Guide › Running Self-Service Tasks › Manage My Team's Resources › Other Resources Table (MMT-Resources Screen)

Other Resources Table (MMT-Resources Screen)

This section allows you to enroll your selected user(s) to additional resources of your choice. The actual enrollment will take place following a review process.

Note: When you click Get Resources in the Users section, a list of resources that are not linked to the currently selected user(s) appears in the Other Resources table

In addition to managing the resources currently linked to the members of your team, you can also request that the system provide a list of recommended resources for your selected users. This list of resources will be displayed in the section Other Resources.

The Other Resources section provides the following options:

Add

A column of check boxes, one per role. Select one or more to link the selected users to additional resources.

Res Name 1

Click any highlighted resource name listed in this column to open its Resource Card.

Customize

Allows you to determine the columns that will appear in the Other Resources table.

Records per page

Select the number of records that will appear in the Other Resources table.

Find Resources

Opens the Select Resources filter screen to assist you in locating specific resources.

Test Compliance

Checks whether the selections made in the Other Resources table comply with existing policies and BPRs (Business Process Rules).

Suggest Resources

Provides a list of possible resources based on the CA RCM pattern recognition technology.

This table presents you with several options:

• You can manually select one or more resources that you wish to link to the selected users.
• You can use the Find Resources filter option to find specific roles and then make a selection from the filtered list of resources.
• You can click Suggest Resources and use the information provided by this feature to link resources to the selected users.

After making your selection(s) you can test the compliance of your selections with the existing BPRs and policies.

You can decide to make the request despite any listed violations, or you can amend your selections.

Important! Remember that when selecting multiple users, all resource-related choices apply equally to all the users. If at any point you alter the selected users, click Get Resources again.

To link resources to selected users

1. In the Manage My Team's Resources screen scroll down to the Other Resources table.
2. (Optional) Click Find Resources to access the Select Resource filter screen.
3. (Optional) Click Suggest Resources to see the CA RCM Portal's recommendations.
4. Select one or more resources to link to the chosen users.
5. (Optional) Click Test Compliance to review your selections and check for possible violations.

   The Violations screen opens in a separate browser window. Click to close the Violations window.

6. Click Submit.

   The Requests screen opens.

More information:

Filter a Data Table

Suggesting Entities

Test Compliance