D R A F T Simple Search (OHQ) User selects “Order Holding Queue” from main OLE-FS menu Screen #1- Order Holding Queue (search screen-specific to OHQ) Screen #2- Search Results for global Action User inputs search criteria Buttons/Options: Search, Clear, Return Main Menu Search Criteria- see specs

D R A F T Simple Search (OHQ) User selects “Order Holding Queue” from main OLE-FS menu Screen #1- Order Holding Queue (search screen-specific to OHQ) Screen #2- Search Results for global Action Search results display table/rows Buttons/Options: Create New List from Selections; Delete Selected Records; New Search; Assign Selected Records; Total Selected Records, Approve Selected Records; Workflows Appended-selected records; Refresh Search New Search clears current search, and returns to main screen. Refresh search updates existing search to database. New listApproveWorkflowDeleteAssign

D R A F T Simple Search (OHQ) Continued- now user sees one of 5 resulting screens; Original OHQ stays open in background Screen #1- Order Holding Queue (search screen-specific to OHQ) Screen #2- Search Results for global Action Option: New Search Returns user to original search screen, and removes results

D R A F T Simple Search (OHQ) Continued- now user sees one of 5 resulting screens; Original OHQ stays open in background Screen #2- Search Results for global Action Option: Create New List from Selections Original search results stay open in background. New screen opens just like first, but with selected subset of records. All functionality options on subset of records is available. Screen #3- Search Results for global Action

D R A F T Simple Search (OHQ) Continued- now user sees one of 5 resulting screens; Original OHQ stays open in background Screen #2- Search Results for global Action Option: DELETE RECORDS Confirmation screen- are you sure you wish to delete these x records? Confirm Delete Cancel Rule: can only DELETE records owned by or thru Role permissions of User; and/or if no- related Purchase Order Error messages: “You do not have permissions to delete this/these files” “The document you are trying to DELETE has a related Purchase Order and cannot be deleted. Please append or cancel Purchase Order document” Original search window still available, User can opt to Refresh results (to reflect recent action) Screen #3- Delete

D R A F T Simple Search (OHQ) Continued- now user sees one of 5 resulting screens; Original OHQ stays open in background Screen #2- Search Results for global Action Option: ASSIGN SELECTIONS User checks boxes in original Search Results screen. Clicks on button for “Assign Selections”. New screen opens that is a search window to search for optional selectors, or, a drop-down menu of optional selectors for whom User has permissions to assign (think: defaults defined by ROLE) User selects new user, and has button options in screen “Assign”, “cancel”, or can search/select again for different staffer. New window closes Original search window still available, User can opt to Refresh results (to reflect recent action) Screen #3- Staff Assignment

D R A F T Simple Search (OHQ) Continued- now user sees one of 5 resulting screens; Original OHQ stays open in background Screen #2- Search Results for global Action Option: TOTAL SELECTED RECORDS User checks boxes in original Search Results screen. Clicks on button for “Total Selected Records”. Can “total” just be a line item option below search results list?

D R A F T Simple Search (OHQ) Continued- now user sees one of 5resulting screens; Original OHQ stays open in background Screen #2- Search Results for global Action Option: APPROVE SELECTIONS User checks boxes in original Search Results screen. Clicks on button for “Approve Requisitions”. Can this happen in same screen? Do we first need to conduct a search based on workflow? Should workflow status be a visible search results column to sort on? Rule: user must have ROLE that is authorized to approve his/her or others Requisitions Error messages: For saved requisitions- “You may only Approve Submitted requisitions.” For requisitions missing required order information: “Required fields are missing on selected document. Please correct errors and retry” See workflow rules: User must be authorized to approve. ROLE and document-type will determine is REQ can go right to approved PO

D R A F T Simple Search (OHQ) Continued- now user sees one of 5 resulting screens; Original OHQ stays open in background Screen #2- Search Results for global Action Option: WORKFLOW User checks boxes in original Search Results screen. Clicks on button for “Amend Workflow”. How is this different from Approve? Cannot override? Steps are: ReqSaved-ReqSubmitted-Reqin process- PO created- PO approved- PO inprocess - Order placed **this is mostly auto- will need to see workflows for options If most Requisitions, upon approval, become approved POs sent to vendors, when would they globally advance any workflows other than “approve” for certain manual Req’s?