We had discussions, then still told them no. There are some other things that are locked down that we did customize to allow them to do, such as creating relationships to other records, but things like Tasks, Summary, Notes, etc. should not be changed when it's already on the implementation approvals. The reason is because it's showing a lack of planning and is technically an audit risk because if what the approvers are approving is different from what will actually be done, it defeats the whole purpose of doing the approval.
The way we handle it is that if they want to make any change to the core implementation work for anything "Scheduled for Approval" or higher, it either gets rejected by someone (if it's in an approval phase) or they have to click "Back" and change it before rescheduling it and re-requesting approvals. However, the work to actually modify what gets locked down are just a few Active Links and not a big deal to add an overlay to and change. Thanks, Shawn Pierson Remedy Developer | Energy Transfer From: Action Request System discussion list(ARSList) [mailto:[email protected]] On Behalf Of Danaceau, Chris Sent: Friday, November 07, 2014 8:15 AM To: [email protected] Subject: Override Change Lock down durring approval phase 8.1 ** Has anyone done a customization to override this? It's causing a bit of a storm for us as we go through our upgrade and our release teams are insisting they have to be able to add tasks and change other information even during implementation approval. Discussion about best practice are falling on , if not deaf, then unresponsive ears. I'm about to go in and see what's involved from a workflow perspective. -- Thank You, Chris Danaceau FINRA Confidentiality Notice:: This email, including attachments, may include non-public, proprietary, confidential or legally privileged information. If you are not an intended recipient or an authorized agent of an intended recipient, you are hereby notified that any dissemination, distribution or copying of the information contained in or transmitted with this e-mail is unauthorized and strictly prohibited. If you have received this email in error, please notify the sender by replying to this message and permanently delete this e-mail, its attachments, and any copies of it immediately. You should not retain, copy or use this e-mail or any attachment for any purpose, nor disclose all or any part of the contents to any other person. Thank you. _ARSlist: "Where the Answers Are" and have been for 20 years_ Private and confidential as detailed here: http://www.energytransfer.com/mail_disclaimer.aspx . If you cannot access the link, please e-mail sender. _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"
