You can perform a variety of actions on locations that you manage and gather information about them.
You can perform a variety of actions on locations that you manage and gather information about them.
You can display all the locations for which you are responsible.
To display locations
Open the home page.
On the Home page, in the My Responsibilities tile, click Locations.
This opens the Locations page and displays all the locations for which you are responsible.
(Optional) To display details of a location, next to the location, click Edit.
You can edit the main data of the locations for which you are responsible.
To display and edit a location's main data
Open the home page.
On the Home page, in the My Responsibilities tile, click Locations.
On the Locations page, next to the location whose main data you want to show/edit, click Edit.
In the Edit Location pane, make your changes in the corresponding fields.
Property |
Description |
---|---|
Location |
Enter a full, descriptive name for the location. |
Short name |
Enter a short name for the location. |
Name |
Enter an additional description for the location. |
Parent location |
Click Assign/Change and select a location to be the parent location for organizing the location hierarchically. If you want the location at the root of a location hierarchy, leave the field empty. |
Manager |
Select the manager who is responsible for the location. |
2nd Manager |
Select an identity to act as a deputy to the location's manager. |
Additional manager |
Click Assign/Change and select a cost center. Members of the selected application role are responsible for the location. |
Attestors |
Click Assign/Change and select a cost center. Members of the selected application role can approve attestation cases for the location. |
Department |
Click Assign/Change and select the department the location is primarily assigned to. |
Cost center |
Click Assign/Change and select the cost center the location is primarily assigned to. |
Role approver |
Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the location. |
Role approver (IT) |
Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the location. |
Description |
Enter a description for the location. |
Click Save.
You can copy or move memberships and entitlements from locations you are responsible for to new objects (departments, business roles, cost centers, locations).
To copy a location or move memberships and entitlements
Open the home page.
On the Home page, in the My Responsibilities tile, click Locations.
On the Locations page, next to the location you want to copy or whose memberships and entitlements you want to move, click Edit.
In the Edit Location pane, click (Actions) > Split.
In the Split pane, In the Type of new role menu, select which type to give the new object.
Depending on the object type you have selected, enter the basic main data of the new object in the corresponding fields.
TIP: After the object has been created, you can add the remaining main data (see Displaying and editing my department main data, Displaying and editing my business roles' main data, Displaying and editing my cost center main data, or Displaying and editing my locations' main data).
Click Continue.
In the Select assignments to be copied or moved to the new role step, perform the following actions:
To neither copy nor move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep this assignment. The entitlement/membership is later only available in the source object.
To copy or move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep and copy new role. The entitlement/membership is included later in the source object as well as the target object.
To move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Move to new role. The entitlement/membership is later removed from the source object and only included in the target object.
Click Continue.
(Optional) In the Verify step, you verify the actions to run and deselect the check box in front of any actions that should not be run.
Click Continue.
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