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dspConduct Overview
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Configuration
- Assign a Backup User
- Configure a Registered User to Receive Notifications For Posting Success or Failure at the Request Role Level
- Configure SLA settings at the Business Process Scenario Role Level
- Configure Workflow Messages Overview
- Create Language-specific Workflow Messages for a Category
- Edit Category Language-specific Messages
- Manage Request Statuses Overview
- Send Workflow Notifications when a Final Finish Package Fails
- Send Workflow Notifications When a Post Fails or Succeeds
- Set Calendar Used For Business Value Calculations
- Set Currency Display Label
- Set Preceding Weeks Count for Dashboards
- Set the Days Active for a Request Status
- Set Up Security for dspConduct™
- Set Up Service Pages for SLAs
- Set Up SLA Notifications
- Set User Workflow Receipt Preferences
- View Default Workflow Messages
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Pages
- Active Request for Category Details
- Active Request for Role Details
- Add Org Units To Position From Org Unit Group
- Add Org Units To Position Role From Org Unit Group
- All Requests for Business Process
- All Requests for Role
- All Requests for Role Details
- All Requests for Scenario
- All Requests for Scenario Details
- Archived Finish Download Messages
- Archived Request Post Message
- Archived Request Post Process
- Archived Request Role Log
- Archived Request Role SLA
- Archived Request Role Task
- Archived Request Roles
- Archived Requests
- Assign IGC Task to Existing Page
- Audit Table Column Registration
- Audit Table Registration
- Business Process (Scenario Roles)
- Business Process (Scenarios)
- Business Process H
- Business Process Predictive
- Business Process Request Duration
- Business Process, Scenario SLA Percent On Time
- Category H
- Category Import View Configuration
- Category Objects
- Category Org Unit Type
- Category Org Units for Position
- Category Process
- Category Process Rule
- Category Request Duration
- Category Request Status
- Category SLA Percent On Time
- Category Workflow Language Message H
- Category Workflow Message
- Category, Business Process SLA Percent On Time
- Conditions
- Conduct Task Assignement to IGC Task
- Copy Position
- Data Services Global Variables Setup
- Default Value Rules
- Default WebApp Request Table
- Default WebApp Request Table Columns H
- dspConduct Task H
- Element Documentation
- Enabled Columns by Application Role
- IGC Keys
- IGC Task H
- IGC Task Roles
- My Positions
- My Settings H<span id="top"></span>
- New Conduct Tasks
- Org Unit Group Type Values
- Org Unit Group Types
- Org Unit Groups
- Org Units
- Parameters - IGC
- Parameters dspConduct™
- Position
- Position Business Process
- Position Category Org Unit1
- Position Category OrgUnit2
- Position Category OrgUnit3
- Position Role
- Position Role Org Unit 1
- Position Role Org Unit 2
- Position Role Org Unit 3
- Position User
- Post Workflow Notification
- Process Templates: After Post Rules H
- Reports
- Request
- Request Count By Category
- Request Create-Completed Metrics
- Request Created-Completed Scenario Type Metrics
- Request Group Post
- Request Objects Creation Log
- Request Post Message
- Request Post Process
- Request Post Workflow Notification
- Request Predictive
- Request Review Task
- Request Review Task Roles
- Request Role H
- Request Role Task
- Request Status
- Review Role Audit Details H
- Role (Conflicts) H
- Role (Tasks)
- Role Average Completion Time
- Role Dependencies
- Role Dependency Condition
- Role Dependency Condition Assignment
- Role H
- Role Predictive
- Role Request Duration
- Role Scenario Request Duration
- Scenario (Default Rules)
- Scenario Business Process Request Duration
- Scenario Dependency Condition
- Scenario Dependency Condition Assignment
- Scenario H
- Scenario Predictive
- Scenario Process H
- Scenario Process Rule
- Scenario Process Target Connection
- Scenario Request Duration
- Scenario Role Event
- Scenario Role Event Rule
- Scenario Role Task Column H
- Scenario Role Task H
- Scenario Role Task Page
- Scenario Role Task Variant
- Scenario Type
- Scenario Use In Other Category
- Scenario, Role SLA Percent On Time
- Scenarios (Dependencies)
- Scenarios (Roles) H
- SLA Percent On Time by Business Process
- SLA Percent On Time by Business Process Details
- SLA Percent On Time by Role
- SLA Percent On Time by Role Details
- SLA Percent On Time by Scenario
- SLA Percent On Time by Scenario Details
- Task Final Finish Tables H
- Task Final Finish Where Clause
- Task H
- Task Import Required Columns
- Task Import Staging
- Task Page H
- Task Variant
- Total Hours Saved (by Business Process)
- Total Hours Saved (by Category)
- Total Money Saved (by Business Process)
- Total Money Saved (by Category)
- Unassigned Business Processes
- Unassigned Org Unit 1
- Unassigned Org Unit 2
- Unassigned Org Unit 3
- Unassigned Roles
- User Business Processes
- User Framework Role
- User Position
- User Role Org Unit 1
- User Role Org Unit 2
- User Role Org Unit 3
- User Settings H
- Variant Column Import Staging
- Variant Import Required Columns
- Variant Import Staging
- Workflow Message Defaults
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Procedures
- Activate and Configure Column Variants
- Active Request for Category
- Active Requests for Business Process
- Active Requests for Role
- Active Requests for Scenario
- Add a Business Process
- Add a Category Object
- Add a Conflict to a Role
- Add a Custom Request Status
- Add a Dependent Scenario
- Add a Position
- Add a Role
- Add a Role to a Scenario
- Add a Scenario
- Add a Scenario Level Default Value Rule to a Category
- Add a Scenario to a Business Process
- Add a Task
- Add a Task to a Role
- Add a Variant to a Task
- Add an Integrate Process to a Scenario
- Add Custom Business Rules
- Add Data-Driven Dependency Conditions
- Add Org Units from a Group to Roles
- Add Process Rules at the Scenario Level
- Add the Request Details Data Visualization Page to the Content WebApp
- Allow a Scenario to be Used in Other Categories
- Approve a Request
- Archive a Request in the Content WebApp
- Assign a Condition to a Scenario Dependency Relationship
- Assign a Default Value Rule to a Scenario
- Auto Finish a Role
- Auto-generate Request-related Objects
- Business Process Execution During Final Finish
- Business Process Execution with Scenario Dependencies During Final Finish
- Configure Business Processes in a Position
- Configure Business Value Parameters
- Configure Child Scenario Criteria
- Configure Column Status for a Scenario Role Task
- Configure Data Download During the Final Finish Process to use a CranPort Package
- Configure Data Download During the Final Finish Process to use a Data Services Job
- Configure Data Download During the Final Finish Process to use a DBMoto Package
- Configure dspConduct Positions for a User
- Configure Roles in a Position
- Configure Scenario Types
- Configure the Post Later Feature at the Role Level
- Configure the Post Later Feature at the Scenario - Role Level
- Configure the Required Setting for a Scenario Role Task Column
- Configure Users in a Position
- Content WebApp Examples
- Copy a Business Process
- Copy a Position
- Copy a Role
- Copy a Scenario
- Copy Settings to Other Variants
- Create a Category
- Create a Final Finish Where Clause for a CranPort Package
- Create a Request
- Create Tables and Views for Content WebApp Pages Overview
- Create Validation Views for a Content WebApp Task Page
- Create Validation Views for Content WebApp Task Pages
- CTS Notes Specific to dspConduct™
- Deactivate a Business Process
- Deactivate a Scenario
- Deactivate a Task for a Scenario Role Combination
- Download Documentation at the Business Process Level
- Download Documentation at the Role Level
- Download Documentation at the Scenario Role Level
- Download Documentation at the Scenario Role Task Level
- Download Documentation at the Task Level
- dspConduct™ Design Process Overview
- Enable or Disable Messages for a Role
- Final Finish Process for a Request Overview
- Final Finish Setup Example
- Finish a Role with the Application Role Type
- Finish a Role with the Post Role Type
- Finish Download Messages
- Generate a Control Table for Content WebApp Pages
- Generate Control Views for Content WebApp Pages
- Generate Element Documents
- Import IGC™ Governance Elements into dspConduct™
- Import Views
- Manage Business Processes
- Manage Categories
- Manage Element Documentation
- Manage Org Units
- Manage Positions
- Manage Roles
- Manage Scenarios
- Manage Tasks
- Map a dspConduct™ Task to a Task Imported from IGC™
- Post a Request
- Process Requests Overview
- Reject a Request
- Replace an Element Document
- Replace Documentation
- Reset a Role
- Review a Request Overview
- Review Request Changes
- Role Dependencies
- Role Types and Task Types
- Search for Scenario Role Task Column Assignments while Reviewing a Request
- Set a Role's Org Unit Value Assignments
- Set Allowed Processes at the Category Level
- Set Posting Options at the Category Level
- Set Rules for a Category Process
- Set the Control Table Prefix
- Set Up a Category from IGC™ in dspConduct™
- Setup and Configuration for dspConduct™
- Update a Scenario Role Task Column List
- Update Control Table Data
- Update Custom Attributes for Governance Elements
- Update Posting Options at the Scenario Level
- Update the List of Pages Assigned to a Task
- Upload and Download Element Documentation
- Upload Documentation at the Business Process Level
- Upload Documentation at the Role Level
- Upload Documentation at the Scenario Role Level
- Upload Documentation at the Scenario Role Task Level
- Upload Documentation at the Task Level
- Validate a Role
- View a Request’s Roles
- View a Role's dspConduct™ Pages
- View a Role's Scenarios and Tasks
- View a Task's Scenarios and Roles
- View all Pages for a Task
- View and Configure External Target Systems for a Scenario
- View Archived Requests
- View Business Process Visualization
- View Business Value Dashboard
- View Charts in dspConduct™
- View Final Finish Download Messages
- View Reports in dspConduct™
- View Tasks Imported from IGC™ in dspConduct™
- View the Request Details Diagram
- View the Request Objects Creation Log
- View the Roles and Tasks Assigned to a Scenario
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Configuration
- Solutions
- Master Data Management
- dspConduct
- Add Org Units from a Group to Roles
Add Org Units from a Group to Roles
A Security Administrator can apply the same org unit values to roles in multiple positions using org unit groups.
Before performing this task add org unit groups and configure org unit values for org unit groups. Refer to Add and Configure Org Unit Groups, Types and Values for more information.
One org unit group can be added to a position at a time. When an org unit group is added, the existing org unit value configurations for roles in the position are automatically updated.
When an org unit group is applied to a position, the position roles are updated and the security access for all users previously assigned to the position is updated.
NOTE: The role must be included in the position.
Add Org Units from a Group to all Roles in a Position
To add org units from a group to all roles in a position in dspConduct™:
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Select dspConduct > Security in the Navigation pane.
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Select a position.
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Click the Add Org Units from Group icon.
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Click Edit.
View the field descriptions for the Add Org Units To Position From Org Unit Group page.
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Select a group from the Org Unit Group To Add list box.
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Click Save.
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Click the Add Org Units from Group icon.
The org unit types and values configured for the selected org unit group are applied to all of the roles included in the position.
Add Org Units from a Group to a Position Role
A Security Administrator can apply the same org unit values to roles at the role level within a position using org unit groups.
Before performing this task add org unit groups and configure org unit values for org unit groups. Refer to Add and Configure Org Unit Groups, Types and Values for more information.
One org unit group can be added to a role at a time. When an org unit group is added, the existing org unit value configurations for role are automatically updated.
When an org unit group is applied to a role, the security access for all users previously assigned to the position for the role is updated.
To add org units from a group to a position role in dspConduct™:
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Select dspConduct > Security in the Navigation pane.
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Click the Roles icon for a position.
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On the Position Role page, click the Add Org Units from Group icon for an included role.
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Click Edit.
View the field descriptions for the Add Org Units To Position Role From Org Unit Group page.
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Select a group from the Org Unit Group To Add list box.
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Click Save.
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Click the Add Org Units From Group icon.
The org unit types and values configured for the selected org unit group are applied to the role.
Next, org unit values to be included or removed for an individual role can be further customized, if needed. Refer to Configure Org Unit Value Assignments for Roles at the Role Level for more information.
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