Costpoint Online Help

Contents of the Activate Pending Change Requests Screen

Use the fields and options to configure the Activate Pending Change Requests screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

HR Manager

Use these fields to specify a range of HR managers that will be included in the process.

Field Description
Range Type

From the drop-down list, select One or All.

Start

If you selected One as the range type, enter, or click to select, the HR manager that you want to include in the process.

HR Org

Use these fields to specify a range of HR organizations that will be included in the process.

Field Description
Range Type

From the drop-down list, select One or All.

Start

If you selected One as the range type, enter, or click to select, the HR organization that you want to include in the process.

Org

Use these fields to specify a range of organizations that will be included in the process.

Field Description
Range Type

From the drop-down list, select One or All.

Start

If you selected One as the range type, enter, or click to select, the organization that you want to include in the process.

Manager

Use these fields to specify a range of managers that will be included in the process.

Field Description
Range Type

From the drop-down list, select One or All.

Start

If you selected One as the range type, enter, or click to select, the manager that you want to include in the process.

Employee

Use these fields to specify a range of employees that will be included in the process.

Field Description
Range Type

This drop-down list provides the following range selections:

  • All: If you select All, the Start and End fields are disabled.
  • One: If you select One, the End field is disabled.
  • Range: If you select Range, enter the starting and ending employee in the Start and End fields.
  • From Beginning: If you select From Beginning, the Start field is disabled.
  • To End: If you select To > End, the End field is disabled.
Start

If your range selection is One, Range, or To End; enter, or click to select, the employees for which you want to start the range.

End

If your range selection is Range or From Beginning; enter, or click to select, the employees with which you want to end the range.

Employee Non-Contiguous Range

Select this checkbox to choose a non-contiguous range of employees. Use the Employee Non-Contiguous Ranges subtask to select the ranges of employees.

Change Date

Use these fields to specify a range of change dates that will be included in the process.

Field Description
Range Type

This drop-down list provides the following range selections:

  • All: If you select All, the Start and End fields are disabled.
  • One: If you select One, the End field is disabled.
  • Range: If you select Range, enter the starting and ending change date in the Start and End fields.
  • From Beginning: If you select From Beginning, the Start field is disabled.
  • To End: If you select To > End, the End field is disabled.
Start

If your range selection is One, Range, or To End; enter, or click to select, the change date for which you want to start the range.

End

If your range selection is Range or From Beginning; enter, or click to select, the change date with which you want to end the range.

Options

Field Description
Update all approved changes

Select this checkbox to update all changes with a status of Approved for the selected data.

Update all pending changes

Select this checkbox  to update all changes with a status of Pending for the selected data.

Delete all rejected changes

Select this checkbox to delete all changes with a status of Rejected for the selected data.

Applications

Field Description
Additional Addresses

Select this checkbox to update the changes made to Additional Addresses subtask in the Address screen for the selected employees.

Address

Select this checkbox to update the changes made to Address screen for the selected employees.

Company Property

Select this checkbox to update the changes made in the Company Property screen for the selected employees.

Email

Select this checkbox to update the changes made in the Email table for the selected employees.

Emergency Contacts

Select this checkbox to update the changes made in the Emergency Contacts application for the selected employees.

Phone

Select this checkbox to update the changes made in the Phone/Email application for the selected employees.

Team Details Select this checkbox to update changes made in the Team Details subtask of the Team Details application for the selected employees.

Sort By

Field Description
1st Sort

From the drop-down list, select the primary field that will be used for sorting the records in the report. Valid options are:

  • HR Manager
  • Manager
  • Application
  • HR Org
  • Org
  • Employee Name
  • Employee ID
2nd Sort

From the drop-down list, select the secondary field that will be used for sorting the records in the report. Valid options are:

  • HR Manager
  • Manager
  • Application
  • HR Org
  • Org
  • Employee Name
  • Employee ID
  • None
3rd Sort

From the drop-down list, select the last field that will used be for sorting the records in the report. Valid options are:

  • Employee Name
  • Employee ID
  • None

Subtask

Subtask Description
Employee Non-Contiguous Range Click this link to enter a non-contiguous selection range of employees.