Exact Synergy Enterprise

Creating and Maintaining Terming Request Step Action and Status

This screen allows you to rename and customize request type actions and status. Go to Workflow/Setup/Requests/Request types, and then click New or open an existing request type. Click the Flow tab. Next, click to rename or edit the retype type action and status. When you place your mouse pointer on the icon next to the Step action term field under the respective section headers, a message “Edit label for this step action and translate it into other languages” is displayed. When you place your mouse pointer on the icon next to the Step status term field under the respective section headers, a message “Edit label for this step status and translate it into other languages” is displayed.

Roles & rights

To define the flow of a request type, function right 5 – Create request types, and edit request types without responsible or function right 232 – Edit all request types is required. By default, users with the General manager and HR roles have the first function right while the latter is reserved for users with the Administrator role.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the customization.

Close

Click this to exit.

Description

Change the term for action

This section defines the request type action and the term identification.

Rename the term to

Type a new action or status term. The Term ID description is available only when you have saved the Terming of existing request step action and Terming of existing request step status information. Created terms can be customized at System/Setup/Terms/Search. For more information, see Customizing Terms.

Add the translations of this term into other languages

This section displays the language and allows you to translate the request type action and status for the individual country.

Translation

Type the renamed action or status term to be translated to other language.

Note: By default, the language shown will be based on the language defined at Preferences or System/Setup/Settings - General/Preferences.