Generic Resource Request

This section discusses workflow for generic resource requests.

Description

Information Type Description

Event Description

The following event triggers generic resource request workflow:

Select a resource status of Requested for a generic resource on the Resources page in PeopleSoft Program Management.

Modify the schedule dates for a generic resource that is in Allocated status on the Resources page in PeopleSoft Program Management.

Modify a generic resource request status to any status that is specified on the Generic Resource eMail Notification Options page for triggering email notifications to the pool manager and project manager.

Action Description

Requesting a generic resource on the Resources page in PeopleSoft Program Management triggers a generic resource request to the Pool Manager Workbench for the pool manager to approve and fulfill the request.

Modifying the schedule dates for a generic resource that is in an Allocated status on the Resources page in PeopleSoft Program Management triggers a worklist item to the pool manager.

Modifying the schedule dates or status for a generic resource that is in an Allocated status on the Resources page in PeopleSoft Program Management triggers an email notification to the pool manager and project manager.

Notification Method

New generic resource requests, date changes, or status changes that require approval are sent to the worklist.

Notifications to the pool manager and project manager of generic resource request date and status changes are sent through email.

Note:

Generic Resource Request workflow is activated on the Resource Management Options page.

Workflow Objects

Information Type Description

Business Process

Generic Resource Request Approval (RS_GRR_APPROVAL)

Activity

Generic Resource Approval (RS_GRR_APPROVAL)