Creating a custom list of Personnel

You can create a customized list of Personnel available to requesters when adding additional personnel to a request in the Access Requester Portal

To create a custom list of Personnel
  1. In the Access Request Site editor, select the Personnel tab.
  2. In the Personnel Selection Rules table, select Custom Selection List.
  3. Click Add.
  4. Click select-button.png in the Select Type field to open the Select Type list with two Object types: Partition and Personnel.
    1. Select Partition type to be able to select Personnel from one or more of the system's Partitions to assign to this Access Request Site.
    2. On the Partition Selection list, select one or more Partitions and click OK.

      The selected Partitions are displayed in the Custom Selection list.

  5. Click Add and on the Select Type list, click select-button.png in the Select Type field and select Personnel.
  6. Select the specific Personnel that are available to requesters when submitting a request in the Access Requester Portal from the Personnel Selection list and click OK.

    The selected Personnel are displayed in the Custom Selection list.

  7. Click Save and Close to save your Personnel settings.

    - Or -

    Alternatively, if you want to save the Personnel settings and create a new Access Request Site, click Save and New.

    You can also click Create Copy to create a copy of the current Access Request Site with its Requester entries.