Task:
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Request execution - Task generated by means of the SE Request component.
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Who receives it:
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It varies according to the requested operation.
▪Creation: Responsible for the request execution, defined in the SE Request component; ▪Revision: Users and team member responsible for the project/program that should be revised. |
When:
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The issue/approval step (as configured) is completed by the due responsible party in the SE Request component.
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Purpose:
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Plan or revise projects and programs to meet the needs of the applicants.
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How to execute this task:
1.In the list of pending records, select the request that will be executed.
2.On the toolbar, click on the button that corresponds to the action you wish to perform:
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Click on this button to meet the request. The screen shown will vary according to the requested operation:
▪Creation - Project: The wizard opens for the creation a blank project, from a template or from an existing project. ▪Creation - Program: The data screen will open to add a new program. Refer to the Adding a program section for a detailed description on how to perform this operation. ▪Revision - Project/Program: The system will display the data screen for the inclusion of a new revision of the project/program. View the Revising a project / program section for further details on how to fill out the fields of this screen. |
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Click on this button to edit the priority of the request selected in the list of records. This button will only be enabled if there is an evaluation method selected in the request type and if the "Enable priority to be edited in the execution step" is checked.
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Click on this button to view the data screen of the request selected in the list of records.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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Click on this button to return the request selected from the list of records to the issue step in the SE Request component. This button is only available if the request status is "To be executed".
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3.After filling all the required fields, save the record. The request will no longer be displayed in the list of pending records.
▪When creating a revision request in SE Request, note that only the projects that are NOT subprojects may be revised, which are being tracked and whose revisions are closed. ▪If the project to which a request is associated is canceled, the request will also be displayed as canceled in SE Request. If the project is reactivated, the request will also be reactivated and will be available again to be executed. |
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