PeopleSoft FI - Permission List Assignment Management

The PeopleSoft FI - Permission List Assignment Management request enables you to:

• Assign a page via the menu and component hierarchy to a permission list
• Modify the authorized action and display only attributes for the page.

To create a PeopleSoft FI - Permission List Assignment Management 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 .
     • Connection : Select 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 in the autosuggest text box. All the connection names matching the search criteria will be displayed. Select the required connection. Alternatively,  browse and select the required connection and click OK. The selected connection appears in the Connection 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.
       Note: This request type does not support multiple connections.
     • Permission List: Select the permission list to which pages are to be assigned and to modify the authorized actions and display only attributes for the page. To select a permission list, type in a part of the permission list name in the autosuggest text box. All permission lists matching the search criteria will be displayed. Select the required permission list. Alternatively,  browse and select the desired permission list and click OK.
       Note: If a request for the same permission list 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 permission list. If the request is continued, then, during the approval process, the approver will see the message in the Previous Comments section.
       Note: Once you select a permission list, the screen displays the New Menus and Existing Menus fields.
   • New Menus to be Assigned: Use this panel to assign new pages to the permission lists via the menu and component hierarchy.
     • Assign new pages
   • Already Assigned Menus: These are the menus already assigned to the selected permission list. Use the search filters to search for a required menu. Click the icon next to a menu name to view its components. Through the component, you can modify pages.
     • Modify pages
   • 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 PeopleSoft FI - Permission List Assignment Management request can also be generated from the What-if analysis for PeopleSoft FI - Permission List Assignment Management.