Edit confirmation process schedulers

You can edit a confirmation process scheduler. If the confirmation process scheduler is already activated, the changes will take effect for the next confirmation process that is generated.

Prerequisite

You have the Confirmation manager or Confirmation owner function privilege.

Procedure

  1. Open the Confirmations fact sheet of the relevant object or model.

  2. If necessary, use the filter to limit the list.

  3. In the row of the relevant confirmation process, click More More, and then Edit Edit scheduler. The dialog opens.

  4. Change the description, the duration, or the recurrence pattern. You can change anything except the name and start date.

  5. Assign additional addressees. To do so, select the relevant users or user groups from the Suggested items list, then click Add.

    It is recommended to use groups instead of users, because the maximum number of items that can be assigned is 100 by default.

    If the Suggested items list contains many items, so that you cannot see the relevant items, start entering the name of the relevant user or user group into the search box above the box of suggested items. The search results are displayed during your input. Continue entering characters until the relevant users or user groups are displayed. Then, enable the check box of the relevant items and click Add. The selected users/user groups are displayed under Assigned items. Repeat this until all addressees are assigned.

    To remove users or user groups from the Assigned items box, enable the check boxes of the relevant items in this box, and click Left arrow Remove.

  6. Click Content to change the confirmation text, the link to the content, the button label, or the assigned documents. The default values of the confirmation content are specified in ARIS Risk and Compliance (ARIS Risk and Compliance Administration Administration > System management > Basic setting > Confirmation Management). For detailed information, refer to the online help of ARIS Risk and Compliance, chapter Change default content.

  7. Click Save and Close.

  8. If the confirmation process scheduler is not activated yet, you are prompted to decide whether or not you want to activate the confirmation process scheduler.

    Click Yes to activate it now. The confirmations are then generated on the specified start date.

    Click No to activate the scheduler later.

Your changes are saved. After the confirmation process scheduler is activated and the start date has been reached, the confirmation process and the confirmations are automatically generated. The users responsible are notified automatically by e-mail.