07_15_16_POI Maintenance Request

In this topic, you will submit a POI Request form for a new user, to modify access for a current user, or to inactivate a POI.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the HCM Systems menu.

   Step 2

3. Click the Manager Self Service menu.

   Step 3

4. Click the POI Maintenance Request menu.

   Step 4

5. You can use the Search/Fill a Form page to search for an existing POI Maintenance Request Form you created, or enter a new one.

   Step 5

6. For this example, click the Add a New Value tab.

   Step 6

7. Click the Instructions tab to view a description of the fields on this page. 

   Step 7

8. Review the form description and instructions.

   Step 8

9. Click the Form tab.

   Step 9

10. Click the Type of Request drop-down list.

    Step 10

11. Click the New User list item.

    Step 11

12. Click in the Legal Name field.

    Step 12

13. a valid value
     e.g.
    Enter
     "David Matthew Smith"
     into the Legal Name field.
    Step 13

14. Click in the Other Name field.

    Step 14

15. a valid value
     e.g.
    Enter
     "Matt"
     into the Other Name field.
    Step 15

16. Click in the Position Title field.

    Step 16

17. a valid value
     e.g.
    Enter
     "Scheduler"
     into the Position Title field.
    Step 17

18. Click in the Work Department ID field.

    Step 18

19. Enter "1024000" into the Work Department ID field.

    Step 19

20. Once the Work Department ID is entered, the Department field is automatically populated.

    Step 20

21. Click in the Location Code ID field.

    Step 21

22. a valid value
     e.g.
    Enter
     "cc24a"
     into the Location Code ID field.
    Step 22

23. Since this is a request for a New User, the POI would not have a User ID. For this example, the field can be left blank.

     

    If you were modifying the details of an existing POI, you would enter their Current User ID here.

    Step 23

24. Click the Position Type drop-down list.

    Step 24

25. Select the applicable position type.

     

    For this example, click the Contractual list item.

    Step 25

26. Click in the Contract End Date field.

    Step 26

27. a valid value
     e.g.
    Enter
     "12/31/2017"
     into the Contract End Date field.
    Step 27

28. Click in the Employee Phone field.

    Step 28

29. a valid value
     e.g.
    Enter
     "410-123-4567"
     into the Employee Phone field.
    Step 29

30. Click in the Employee Email field.

    Step 30

31. a valid value
     e.g.
    Enter
     "[email protected]"
     into the Employee Email field.
    Step 31

32. Review the Security Statement below then enter your name and phone number as your electronic signature.

    Step 32

33. Click in the Requester's Electronic Signature field.

    Step 33

34. a valid value
     e.g.
    Enter
     "Amber Wilson"
     into the Requester's Electronic Signature field.
    Step 34

35. Click in the Requester's Phone field.

    Step 35

36. a valid value
     e.g.
    Enter
     "410-333-4444"
     into the Requester's Phone field.
    Step 36

37. Click the Vertical scrollbar to move down the page.

    Step 37

38. You can enter additional comments and/or details in the More Information section.

    Step 38

39. Click the Save button.

    Step 39

40. Click the Vertical scrollbar to move up the page.

    Step 40

41. Notice the Preview Approval and Submit buttons are available after you save the form.

     

    If you want to see the approval path, click the Preview Approval button. Otherwise, you can submit the form.

    Step 41

42. Click the Preview Approval button.

    Step 42

43. Notice the defined approval path: Admin Official > CONNECT O&M > Security.

     

    Since the form hasn't been submitted yet, it has not been routed to anyone in the approval path.

    Step 43

44. Click the Submit button.

    Step 44

45. The form is now "Pending" with the first approver in the approval path.

    Step 45

46. Click the OK button.

    Step 46

47. In the event you submitted the form in error, you can click the Cancel Approval button.  The form would remain in Saved status until submitted for approval.

    Step 47

48. Click the Home link.

    Step 48

49. Click the Sign out link.

    Step 49

You have completed the POI Maintenance Request topic.

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