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.
  1. In the Access Request Site editor, on the Personnel tab.
  2. In the Personnel Selection Rules table, select Custom Selection List.
  3. Click Add.
  4. In the Select Type field, click the Object Selector 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, in the Select Type field, click the Menu icon 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. Choose between the following options:
    • To save your personnel settings, click Save and Close.
    • To save the personnel settings and create a new Access Request Site, click Save and New.
    • To create a copy of the current Access Request Site with its Requester entries, click Create Copy .