Show TOC

Function documentationReapply Methodology Locate this document in the navigation structure

 

You use Reapply Methodology to update the existing role methodology of a role because of a change to the role methodology, role content, or conditions that affects the existing methodology.

The following changes are relevant to the Reapply Methodology function:

  • Methodology: If the methodology has changed.

    For example, you have added an approval phase or removed a phase.

  • Condition: If a condition has changed that affects the methodology that the role uses.

    For example, the condition for using a particular process, such as Process_01, is changed to Process_02.

  • Role Content: If a role attribute has changed and it affects the methodology the role uses.

    For example, the subprocess attribute for a role was changed from Accounts_Payable_01 to Accounts_Receivables_01. The role needs to use a different methodology if you had set up different methodologies based on this attribute.

The application applies the changes and resets the current phase to the definition phase (first phase).

You can access the function in the application as follows:

  • Role Maintenance

    On all the role maintenance screens, choose the Reapply Methodology button.

  • Updating Multiple Roles

    1. On the Role Mass Update screen, under the Select Criteria section, select All Attributes, and choose Next.

    2. Select the Reapply role methodology checkbox, and then choose Next.

Conditions

The Reapply Methodology function has the following conditions:

  • Roles in the approval stage are not updated. The approval must be complete before the roles are updated.

  • Roles in the edit mode are not updated, that is, the internal status of the role is locked.

  • If the role contains derived roles, and the new methodology does not contain the Derivation step, you must first remove all the derived roles and update the roles separately.