As the demand owner, you work in the Request Management Workplace where you can use the following functions:
• You obtain an overview of the current alerts and confirm them.
• You accept demands or assign them to other demand owners.
• You check the entries made by the requester and validate the demands.
• You find candidates and suggest (additional) candidates.
• You forward the validated demands to other searching parties.
• You change the status of the candidates if they are rejected by the requester, for example.
• You check the availability of the candidates.
• You create assignments and time allocations.
• If required, you create your own demands.
Features
• As the demand owner, you can display and change all demand data assigned to your group in the Request Management Workplace.
• You can choose Status History to call any changes made at demand level or to call the individual roles.
Displaying and Confirming Alerts
The alert overview opens by default in the Request Management Workplace. The system displays:
• Roles that must be processed urgently since the deadline entered has already passed
• Roles for which comments have been entered or changed
• Roles that have been added to demands
You can navigate to the corresponding role directly from the alert list. To remove an alert from the list, choose Confirm.
Specifying the Demand Owner
• To assign demands to yourself or other demand owners, open the Demand Management Workplace and choose one of the following links in the navigation bar:
o To navigate to the list of demands that are assigned to your group, choose Requests. This allows you to enter a demand owner by selecting the relevant row and entering the name of the demand owner in the corresponding column. Alternatively, you can enter the demand owner on the Request Header tab page.
o To navigate to the list of roles that are assigned to your group, choose Roles. This allows you to enter a role owner by selecting the relevant row and entering the name of the role owner in the corresponding column. Alternatively, you can enter the demand owner on the Role Details tab page.
• You can filter the lists by displaying only those demands or roles that are not yet assigned.
• Each role of a field service request must have an owner. The assignment of an owner to the higher-level demand is optional. The roles of a demand can be assigned to different demand owners.
Note
Corporate demands and roles do not have an owner. The entire RM group is responsible for these demands.
Validating Demands or Roles
• To validate a demand or a role, change the status to Validated. Provided that the request check has not been completed, you can also change the status to
Validation in Process and save the role.
• You cannot validate the demand as a whole. A demand is only validated in full once all of its roles have been validated.
• As soon as you have validated at least one role of a demand, the requester can no longer process the demand or its roles. He or she can only enter comments or add roles.
Proposing Candidates
• To propose candidates for a role (if necessary, in addition to those proposed by the requester), add them to the role on the Candidates tab page. You can add one or more suitable candidates directly to the candidate list or first search for candidates and assign them from the results list. For more information, see Web-Based Candidate Search.
• You can also add external candidates (that is, candidates who do not have an employee data record in SAP HR). In this case, you must also enter the rate classification and the currency for the external candidate.
• Once you have added a candidate, the system displays the candidate on the Candidates tab page with the following data: name, ID, status, comments, selected employee master data, change history of the status, and availability information (only for internal candidates).
• If you want to inform the requester of your proposal, choose the candidate status Proposed to Requester and send an e-mail containing the candidate information to the requester by choosing Email Cand. Info.
Note
You can control the relationship between the candidate status and the visibility of the candidate for the requester, demand owner, and searching party in Customizing for Resource Management under Work-list Management Maintain Worklists . Sending Demands or Roles to Other Searching Parties
• To broadcast a role to other searching parties who are to search for suitable candidates, choose the Broadcast tab page. Select the required searching party from the searching party hierarchy and add it to the Broadcast Worklist. Then choose Broadcast Role.
• Once all roles have been staffed, change the status of the demand to Completed.
Accepting or Rejecting Candidates
• If you have received feedback about the candidates from the requester (by e-mail or on the phone), change the candidate status:
o If the requester rejects the candidate, change the status to Rejected by Requester and enter a value in the Rejection Code field.
o If the requester accepts the candidate, check the availability, set the status to Hardbooking Accepted, and create an assignment. For more information, see Availability Data Display and Web-Based Creation of Assignments.
Closing Demands
If all roles are staffed, change the status of the demand to "Closed". You can use the
“Quick Close” function to close a demand more quickly and therefore avoid the intermediate steps. From a demand with the status “Newly Submitted,” you can carry out the following in a session:
• Add a resource to the role
• Change the status of the resource to “Hardbooked” and complete the assignment data
• Create the assignment for the resource
• Set the demand status to “Closed”
If you choose Quick Close, the system automatically adds all of the required statuses (such as “Validated” or “Proposed to Requester”).
Creating Your Own Demands
As the demand owner, you can create and broadcast new demands. This is an exceptional case since this is usually the task of the requester. To create your own demand, choose Create Request from the navigation bar. If you have created your own demands, they are displayed on a separate tab page that you can access by choosing Requests.