Portal User Guide › Running Self-Service Tasks › Defining a New Role › Request New Role Definition Screen

Request New Role Definition Screen

The first step in defining a new role is to define its characteristics and general definitions. For example, for a new role called Security Officer, you have to provide the role name, corporate definitions and rules that will govern this role.

The Request New Role Definition screen is divided into two sections:

• Task definitions
• Role definitions

The Task Definitions area includes the following fields:

Universe

Select the Universe you wish to work with. The new role will be associated with this universe's configuration. The users' table and the available resources provided in the Definitions for Role Name [New Role] screen depend on the universe.

Business Area

General information (descriptive). This information appears in the Description field of the ensuing Self-Service Approval-Root ticket.

Business Process

General information (descriptive). This information appears in the Description field of the ensuing Self-Service Approval-Root ticket.

Request Description

Provide a concise and meaningful description of the new role and its purpose.

The role definitions area includes the following fields:

Role Name

The name of the new role (concise and descriptive).

Description

Describe the new role.

Owner

Provide the owner ID. You can use the Find function to open the Find User filter.

Type

Provide the role type (use autocomplete).

Organization

Provide the name of the main organization (use autocomplete).

Organization 2

Provide the name of the secondary organization (use autocomplete).

Organization 3

Provide the name of the tertiary organization (use autocomplete).

Rule

(Optional) Provide a rule for the new Role. You can use the Add Rule function to construct a rule.

To define a new role, first screen

1. Click Request a New Role Definition on the Self-Service menu.

   The Request New Role Definition screen opens.

2. Select a Universe from the drop-down list.

   The newly defined role is associated with the configuration belonging to this universe. The users and resources to be linked with this role is taken from this universe's configuration.

3. Enter the Business Area for the current action.
4. Enter the Business Process associated with the current action.
5. Enter the Request Description.
6. Enter the Role Name.
7. Enter the Description of the new role.
8. Enter the Owner's ID. (Optional) Click Find to access the Find User filter screen.
9. Select a user from the User list generated by your filter. Click OK.
10. Enter a Type (use autocomplete).
11. Enter an Organization name (use autocomplete).
12. Enter an Organization 2 name (use autocomplete).
13. Enter an Organization 3 name (use autocomplete).
14. Create a Rule. Click Add Rule for assistance in constructing a rule.
15. Click Next. The Definitions for Role Name [Role Name] screen opens.

More information:

Filter a Data Table

Constructing a Rule

Definitions for Role Name [New Role Name]