Request tab fields

User/Team: Selecting this option enables a drop-down list of users from which you select to assign a user or team to the role you selected in the Recipient Role field. If you select a team, the recipient is a team member or team manager (who assigns the request to a team member); this is determined by the option selected in the Request Routing Model section of the Team's summary tab.

Requester Assigned: Allows the requester to assign a user to the role you selected in the Recipient Role field. Also, if you set the other fields (such as Default Duration, Sequence, and Project Owner), these values become the defaults for this request recipient, but the requester can change them.

Rule Driven: Selecting this option enables an icon that you click to open a Rule Builder window where you define rules for assigning a user to the role you selected in the Recipient Role field. See Rule Builder for a description of the Rule Builder.

Default Duration

Time allowed for each review step.

The way days are counted is set up when IBM® Operações de Marketing is installed and configured, in the numberOfHoursPerDay parameter. See the Operações de Marketing Installation Guide for a description of the options provided for this setting.

If recipients do not respond within the time set as their default duration, they receive an alert. If the recipient is a team, alerts are sent according to the Request Routing Model configured for that team.

Sequence

A text field in which you enter a sequence number. You can specify the sequence number for each recipient to specify the order in which the recipient receives notification of the request and must approve the request. You can control whether recipients act in parallel with other recipients or before or after any other recipient. If you assign the same number to multiple recipients, they would all receive notifications when it is their turn to respond.

This field must contain a number; the maximum is 99. By default, each time you add a recipient the value of this field is incremented.

Project Owner

The recipient designated as the project owner becomes the owner if the request is accepted by all required reviewers. The project owner is always a required recipient.

Required

A check box that determines whether a recipient is required. Check the box next to each recipient who must approve. If this box is not checked, the recipient is optional. Note the following behavior for required recipients.

If a recipient is required, the next recipient in sequence is not notified (and cannot respond) until the current recipient responds.

If a recipient is required, and that recipient denies the request, then the next sequential recipient is not notified; rather, the request is placed on hold, and the owners are notified.

If multiple recipients have the same sequence number (and therefore can act simultaneously), and one of the required recipients rejects the request, the request process continues until all the required recipients of the simultaneous process respond. After all responses from that step are complete, the system sends a notification to the request owner and recipients who were previously notified of the request.

At least one recipient must be set to Required. The system generates a warning message if someone tries to start a request that contains no required recipients.

Instructions

Opens a window where you can add instructions that this recipient sees on the Summary page of the project request. Length is limited to 1024 characters.