Actions You Can Control
For a change type, you can define what actions participants can perform at each status in the workflow. You can also reorder the display sequence of actions that appear in the additional workflow controls table.
- Creator
- Analyst
- Requester
- Other Users
- Portal User
-
For tighter and enhanced security, set all actions for Other Users to No and instead add five specific roles for users who can access change types.
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If you configure an Assignee Role in the change type, it’s recommended that you add the selected role (to the Additional Workflow Controls table) to allow assignees take action on the changes.
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Except for the Analyst (assignee), all other users need the BPMWorkflowScmAdmin privilege to cancel, terminate, and restart change orders. It's recommended that you always specify the assignee role in addition to the assignee so that anyone in that role can cancel or terminate the change order in case the default assignee is unavailable.
Assign Permissions for Each Action
- In the Setup and Maintenance work area, go to the following:
- Offering: Product Management
- Functional Area: Change Orders
- Task: Manage Change Order Types.
- Select the change type for which you want to assign permissions and click Edit.
- Click the Workflow tab and select a status.
- The additional workflow controls appear in the side panel.
- For each action, select the applicable permissions.
- Click Save.
Reorder the Display Sequence of Actions
- In the Setup and Maintenance work area, go to the following:
- Offering: Product Management
- Functional Area: Change Orders
- Task: Manage Standard Lookups
- In the Lookup Type field, search for ORA_EGO_CO_WORKFLOW_CONTROLS, and expand Lookup Codes.
- In the Display Sequence column, you can reorder the sequence of actions.
- Save your changes.
Actions in Open Status
- Participants include reviewers, optional approvers, and approvers.
- Use the Manage Change Header Attributes action to allow or disallow participants from modifying the general information on a change.
- You can only import and export configurable attributes that are listed in the Attributes tab for the predefined change types.
Action |
Creator |
Analyst |
Requester |
Other Users |
Portal User |
---|---|---|---|---|---|
Promote Manually |
To next status |
To any status |
To next status |
No |
No |
Add Participants for Current Status | Yes/No | Yes/No | Yes/No | Yes/No | No |
Remove Participants for Current Status |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Manage Change Header Attributes |
No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields. |
No / All / Standard / Additional Information |
No / All / Standard |
No / All / Standard / Additional Information |
No / All / Standard / Additional Information |
Manage Change Header Attachments |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
Manage Affected Objects |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Cancel Change Orders or Lines |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Hold or Release |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Move Change Lines |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Add Participants for Future Status |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
No |
Remove Participants for Future Status |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
No |
Manage Security |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Manage Relationships |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Add Tasks |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Remove Tasks | Yes / No | Yes / No | Yes / No | Yes / No | No |
Update Tasks | Yes / No | Yes / No | Yes / No | Yes / No | No |
Actions in Interim Approval Status
Here are the actions in Interim Approval status for creator, analyst, requester, other users, approver, and portal user:
Action |
Creator |
Analyst |
Requester |
Other Users |
Approver |
Portal User |
---|---|---|---|---|---|---|
Promote Manually |
No / To next status / To any status |
No / To next status / To any status |
No / To next status / To any status |
No / To next status / To any status |
No / To next status / To any status |
No |
Demote Manually |
No / To previous status / To any status |
No / To previous status / To any status |
No / To next status / To any status |
No / To previous status / To any status |
No / To next status / To any status |
No |
Add Participants for Current Status |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Remove Participants for Current Status |
No |
Yes / No |
No |
No |
No |
No |
Manage Change Header Attributes |
No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields. |
No / All / Standard / Additional Information |
No / All / Standard / Additional Information |
No / All / Standard / Additional Information |
No / All / Standard / Additional Information |
No / All / Standard / Additional Information |
Manage Change Header Attachments |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
Yes / No |
Manage Affected Objects |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes/No |
No |
Terminate or Restart Approval |
No |
Yes |
Yes/No |
No |
No |
No |
Cancel Change Orders or Lines |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Hold or Release |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Move Change Lines |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Add Participants for Future Status |
Yes/No |
Yes/No |
Yes/No |
Yes/No |
Yes/No |
No |
Remove Participants for Future Status |
No |
Yes / No |
No |
No |
No |
No |
Manage Security |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Manage Relationships |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Add Tasks |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Remove Tasks | Yes / No | Yes / No | Yes / No | Yes / No | Yes / No | No |
Update Tasks | Yes / No | Yes / No | Yes / No | Yes / No | Yes / No | No |
Actions in Approval Status
Here are the actions in Approval status for creator, analyst, requester, other users, approver, and portal user:
Action |
Creator |
Analyst |
Requester |
Other Users |
Approver |
Portal User |
---|---|---|---|---|---|---|
Demote Manually |
No / To any status /To previous status |
No / To any status /To previous status |
No / To any status /To previous status |
No / To any status /To previous status |
No / To any status /To previous status |
No |
Add Participants for Current Status | Yes/No | Yes/No | Yes/No | Yes/No | Yes/No | No |
Remove Participants for Current Status |
No |
Yes / No |
No |
No |
No |
No |
Manage Change Header Attributes |
No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields. |
No / All / Standard / Additional Information |
No / All / Standard / Additional Information |
No / All / Standard / Additional Information |
No / All / Standard / Additional Information |
No / All / Standard / Additional Information |
Manage Change Header Attachments |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
Yes / No |
Terminate or Restart Approvals |
No |
Yes |
No |
No |
No |
No |
Cancel Change Orders or Lines |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Hold or Release |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Move Change Lines |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Add Participants for Future Status | Yes/No | Yes/No | Yes/No | Yes/No | Yes/No | No |
Remove Participants for Future Status |
No |
Yes / No |
No |
No |
No |
No |
Manage Security |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Manage Relationships |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Add Tasks |
Yes / No |
Yes / No |
Yes/No |
Yes / No |
Yes / No |
No |
Remove Tasks | Yes / No | Yes / No | Yes / No | Yes / No | Yes / No | No |
Update Tasks | Yes / No | Yes / No | Yes / No | Yes / No | Yes / No | No |
Actions in Scheduled Status
Here are the actions in Scheduled status for creator, analyst, requester, other users, and portal user:
Action |
Creator |
Analyst |
Requester |
Other Users |
Portal User |
---|---|---|---|---|---|
Add Participants For Current Status |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Remove Participants for Current Status |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Manage Change Header Attributes |
No |
No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields. |
No |
No |
No / All / Standard / Additional Information |
Manage Change Header Attachments |
No |
Yes / No |
No |
No |
Yes / No |
Cancel Change Orders or Lines |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Move Change Lines |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Manage Security |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Manage Relationships |
Yes / No |
Yes / No |
Yes / No |
Yes / No |
No |
Reschedule Change Orders |
Yes/No |
Yes/No |
Yes / No |
Yes/No |
No |
Add Participants for Future Status | Yes/No | Yes/No | Yes/No | Yes/No | No |
Remove Participants for Future Status | Yes/No | Yes/No | Yes/No | Yes/No | No |
Add Tasks | Yes / No | Yes/No | Yes/No | Yes/No | No |
Remove Tasks | Yes / No | Yes / No | Yes / No | Yes / No | No |
Update Tasks | Yes / No | Yes / No | Yes / No | Yes / No | No |
Actions in Completed Status
Here are the actions in Completed status for an analyst and a portal user. Note that creators and other users aren't allowed to perform any action.
Action |
Analyst |
Portal User |
---|---|---|
Add Participants for Current Status | Yes/No | No |
Remove Participants for Current Status | Yes/No | No |
Manage Change Header Attributes |
No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields. |
No / All / Standard / Additional Information |
Manage Change Header Attachments |
Yes / No |
Yes / No |
Move Change Lines |
Yes / No |
No |
Manage Security |
Yes / No |
No |
Manage Relationships |
Yes / No |
No |
Add Tasks | Yes/No | No |
Remove Tasks | Yes / No | No |
Update Tasks | Yes / No | No |