dspCompose

Manually Change Data

Manually update or enter data in dspCompose™ if:

  • There are only a few records on the data entry page to be updated.

  • The changes on the data entry page are unique per record.

NOTE: A user assigned to the Data role for the request will receive an email when a request is ready to be processed if the SEND WORKFLOW check box is enabled for the user on the User page.

NOTE: If the request has Org Units assigned, dspCompose™ will only send workflow emails to users who have Org Unit security for values on the request.

NOTE: Templates in dspCompose™ are highly customizable and can be configured to have multiple Role IDs with the Role Type of Data. Users assigned to these roles add or update request data. A template can have multiple Data Entry roles. The generic term “Data Entry role” is used throughout this use case, and can refer to one or multiple Role IDs with the Role Type of "Data."

NOTE: The Finish process initiates the workflow email to users assigned to the next role (if the SEND WORKFLOW check box is enabled on the User page for this user). The Finish process displays a notification from within dspCompose™ to users assigned to the next role (if the SEND NOTIFICATION check box is enabled on the User page for this user).

To manually change request data:

  1. Select Requests on the Navigation pane.

  2. Click Roles for a request

    Or

    Click the link in the workflow email generated by dspCompose™.

    NOTE: The count on the Roles icon is the number of roles the current user can access, not the total number of roles for the request.

  3. Click DATA ENTRY for the role that allows data entry.
  4. Populate all applicable fields.
  5. Click Save.
  6. Navigate to the Request (Roles) page.

  7. Click Finish when data entry is complete.

    NOTE: The Finish process initiates the workflow email to users assigned to the next role (if the SEND WORKFLOW check box is enabled on the User page for this user).

    NOTE: If the request has Org Units assigned, dspCompose™ will only send workflow emails to users who have Org Unit security for values on the request.

    NOTE: The Data role is finished differently if:

    • The template uses Org Units and

    • Users have been assigned to different Org Unit values and

    • The Org Unit security view has been added to the Horizontal View of the Data Entry pages.

In this case, the Finish button will not dither and the Data role will not be finished until the Data role for all Org Unit Values has been finished. In other words, a user assigned to each Org Unit Value must finish the Data role before the request can move to the Review role. Until this condition is met, the Finish button will remain active. Refer to Updates to Finishing a Data Role for Templates with the Security View for more information.