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Function documentationRequests by PD/Structural Profiles Locate this document in the navigation structure

 

The Requests by PD/Structural Profiles report displays all requests grouped by PD or structural profile.

  1. To generate a Requests By PD/Structural Profiles report, select from the parameters in the table below for the data that you want to review.

    Parameter

    Description

    Date From

    Use the calendar icon to select the beginning of the date range that you want to search.

    Date To

    Use the calendar icon to select the end of the date range.

    Role Name

    To filter for requests that contain a particular role, enter the name of the role here.

    Role Approver

    To filter for role requests that were approved by a particular approver, select the approver's name.

    Status

    To filter for requests that have a particular status, select the status.

    System

    To filter for a particular system, select the system here.

    Workflow Type

    To filter for requests that belong to a particular workflow type such as CUP, select the workflow type here.

    Archived Requests

    To include archived requests in your search, check this box.

  2. Once you have selected your parameters, choose Search to display the requested results.

    Note Note

    To view the details of a request, copy and paste the request number into the Search Request option in the My Work tab.

    End of the note.

  3. Select any of the column headings in theSearch Results table to sort the request in ascending or descending order.

  4. Choose Clear to empty the fields and start a new search.

  5. Choose Cancel to return to the menu page.

  6. Choose the Print pushbutton to print the report.

  7. Choose the Download pushbutton to download the report for further analysis.

    Note Note

    The default download is to Excel. However, if the file is greater than 65,000 lines, the system automatically downloads in tab-delimited file format. The user cannot select this format, it is automatic based on file size.

    End of the note.