Oracle - Menu Change Management

The Menu Change Management request enables you to:

  • Assign new functions to a menu
  • Revoke existing functions from a menu
Note: This type of request supports only manual completion.

To create a Menu Change Management type of request:

  1. Provide details on the following panels
    • General Information: Use this panel to provide the following general information about the request.
      • Request Name: Provide a unique name to identify the request .
      • Request Priority: From the drop-down list, select a priority for the request .
      • Connections: Provide the connection for which the request is being created. You can set this connection as default from Preferences page. To select a connection, type in a part of the connection name. All connections matching your search criteria are displayed. Select the desired connection. Alternatively,  browse and select the desired connection and click OK. The selected connection appears in the Connections field.
        Note: In case of secured connections, users signed into Infor Risk & Compliance will be able to view and use only those connections that they have access to.
      • Select Menu: Select the menu to which you want to assign new functions. To select a menu, type in a part of the menu name. All menus matching the search criteria are displayed. Select the desired menu name. Alternatively, browse and select the desired menu and click OK. The selected menu appears in the Select Menu field .
        Note: If a request for the selected menu is already pending, Infor Risk & Compliance displays a message alerting you about the duplicate assignment. You have the option to continue the request, cancel it or select a different menu.

        If the request is continued then during the approval process, the approver will see the message in the Previous Comments section.

    • New Functions to be Assigned to the Menu: This panel enables you to assign new functions to the selected menu.
      • Add New Functions : To select a function, type in part of the function name. All functions from the selected connection and matching your search criteria are displayed. Select the desired function name. Alternatively,  browse and select the desired function and click OK. The selected user appears in the Add New Functions field identified with an icon
    • Functions Already Assigned to the Menu: This panel lists the functions that are already assigned to the selected menu.
      • Revoke existing functions : To revoke an existing function, select the check box next to the function you want to revoke and click Revoke. The selected function will be revoked after the request undergoes the approval process.
        Note: Click Undo to reset the revoked functions.
    • More Details
      • Comments: Provide additional information about the request through comments. Comments are mandatory if the Infor Risk & Compliance option check box on the Access Management section of the Configuration page is selected.
      • E-mail settings: This tab enables you to send email notifications to request participants or other users at specific stages of a request.
        1. Select any of the request status check boxes next to a user. Email notifications will be sent to that user when the request reaches that status. The option Approval Email Notification ensures that a user is notified whenever a request is posted to that user's inbox.
        2. Select the check box Display comments in email notifications, if you want the application to display comments in the notification.
        3. Other users can be notified by selecting the option Others. Provide the email address for the other users in the Other emails text box and click the Add icon.
        Note: Email settings are enabled and may be changed only if the check box Override this Option is selected in the Options panel of the Approval Process Template page.
      • Approval Stages : This panel provides details of the approval stages of the request and its present status .
  2. Click Send. The request is sent to the specified approvers and is displayed on the Requests home page. Click the request link to view the request details and take further action.

A Menu Change Management request can also be generated from the What-if analysis for Oracle - Menu Change Management.