Change Record Schedule

The Change Record Schedule report offers a centralized calendar view of all planned, approved, and completed changes. It helps users monitor schedules, track timelines, and coordinate across IT and business teams. With configurable datasets, flexible filters ,and multiple views (Day, Week, Month, Agenda), the report streamlines change planning, reduces conflicts, minimizes disruptions, and improves implementation success.

It supports configurable URL templates, making entries clickable. Selecting an entry opens the configured URL in a new tab and navigates directly to the related record details page. The URL template dynamically replaces configured parameters using values from the selected dataset column.

Example behavior:

<base_url>?ID=<dynamic_value>

Where:

ID is the query parameter
<dynamic_value> is automatically replaced with the corresponding record value

Report Usage

The Change Record Schedule report helps Change Managers, Analysts, and CAB Approvers effectively plan, monitor, and coordinate change activities across the organization:

View all scheduled and ongoing changes in a single calendar interface
Track implemented, pending, delayed, and planned changes
Identify overlapping or high-impact changes before implementation
Improve change approval decisions by checking existing planned activities
Reduce the risk of service outages caused by multiple simultaneous changes

The report supports multiple calendar views such as Day, Week, Month, and Agenda view, enabling users to analyze changes based on operational and business requirements.

Example
An organization plans multiple infrastructure and application changes during a weekend maintenance window. The IT Operations team uses the Change Record Schedule report to monitor and coordinate all planned activities to avoid service disruptions and scheduling conflicts. Using the report, Change Managers can identify overlapping implementations, review maintenance windows, validate resource availability, and reschedule conflicting changes proactively.

Steps

To view the Change Calendar Schedule report, perform the following steps:

Navigate to Reports > Change Management to open the dashboards page.
Search for Change Record Schedule from the Dashboard list.
Figure: Dashboard
Click Change Record Schedule report to view the calendar of Change report.

Figure: Change Record Schedule

The change records in a calendar format where each change request is represented as a scheduled event across the planned implementation duration. Each calendar entry displays key information such as:
- Change Request ID (CR)
- Change Status
- Planned Schedule Duration
- Multi-day Implementation Timeline

Calendar View

The Calendar View comprises following key components:

Calendar Header
Calendar Grid
Tool Tip

Calendar Header

Provides navigation controls, schedule title, and calendar view options for quick access and operational visibility. The Previous and Next options move the calendar to the respective timeline based on the selected calendar view. The Today option navigates the calendar directly to the current date and displays all scheduled changes for the active timeline.

The report supports Month, Week, Day, and Agenda-style calendar views to help users monitor Implemented, Rejected, Approved, Failed, or Pending Approval statuses.

Figure: Change Record Schedule report | Calendar Header

Calendar Grid

The Calendar Grid shows change requests in a visual timeline across dates. Each entry displays configured details within the event block. Entries are clickable, opening the associated change record in a new tab.

Example display fields include:

Change Request ID
Status
Planned Schedule Duration

Figure: Calendar View

The Calendar Grid helps users:

Monitor multiple changes simultaneously
Identify conflicting implementation schedules
Track long-running maintenance activities
Review implementation timelines across days or weeks

Multi-day changes are displayed continuously across the scheduled implementation duration.

Tool Tip

The tooltip displays additional contextual information when users hover over a calendar entry. Tooltip information helps users quickly review change details without opening the complete change record.

Example tooltip fields include:

Change Request ID
Status
Planned Start Time
Planned End Time
Owner / Assignee

Figure: Tool Tip

The tooltip configuration supports multiple configurable fields. The current implementation supports up to five tooltip fields for display.

Filters

Use filter icon to refine the report results based on selected criteria and display only relevant records. The Change Calendar supports configurable filters that allow users to control which changes appear in the report. This enables teams to customize the calendar based on operational requirements and planning activities.

Figure: Filters

Enter the details as described in the following table and click Apply filters to view the report or Clear all to reset the filters.

Field	Description
Tenant	Specifies the Tenant associated with the Change Request. Used to filter and view changes belonging to a specific Tenant, or Business Unit.
Change Type	Defines the category of the change being implemented. Used to classify and filter changes such as Standard, Normal, Emergency, or Expedited.
Workgroup	Specifies the workgroup responsible for managing the change. Helps users filter changes assigned to a particular team or department.
Status	Displays the current lifecycle state of the Change Request. Used to monitor and filter changes based on statuses such as Requested, Approved, Implemented, Closed, or Canceled.
Category	Specifies the functional or service category associated with the change request. Used to classify and filter changes based on services, applications, infrastructure components, or business areas impacted by the change.
Priority	Indicates the urgency and business impact level of the change request. Helps teams identify and monitor high-priority changes requiring immediate attention or approval.
Risk	Defines the potential impact and implementation risk associated with the change request. Used to assess operational risk levels such as Low, Medium, High, or Critical before implementation.
Start Date	Specifies the planned start date and time for the change implementation. Used to schedule, track, and visualize change activities within the Change Calendar report timeline.