---
title: "Configure Change Management"
slug: "configure-change-management"
updated: 2026-03-18T06:39:10Z
published: 2026-03-18T06:39:10Z
canonical: "help.symphonysummitai.com/configure-change-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Change Management

You can configure values for the various components of the Change Management module. Based on the configuration the values or fields are displayed on a Change Record.

### To configure Change Management module:

1. Select **Admin** > **Infrastructure** > **General** > **Tenant.** The **Tenant** page is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CM1(1).png)Figure: TENANT: List page

2. On the **Tenant** page under the **List** section, select the **Tenant Name** for which you want to configure the **Change Management** module.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CM2.png)Figure: TENANT page

> [!NOTE]
> Note
> 
> On the above **TENANT** page, **TENANT** **Code**, **Display** **Name**, and **Description** about the selected Tenant is displayed. If the **Active** check box is selected, it indicates that the selected Tenant is an active Tenant. The various modules configured, not configured, and disabled for the Tenant are displayed on the page by the different color check marks:
> 
> - Orange indicates not configured module.
> - Green indicates configured module.
> - Grey indicates disabled module.

3. Click **Configure Details** from the right action panel and select **Change Management** under **Modules**. The details about the **Change Management** module are displayed under the **Details** section.

4. Select the required options and click **Submit**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CM3.png)Figure: Tenant - Change Management

| **THEME SETTINGS** |
| --- |
| Theme | Select the theme that you want to apply for the Tenant. Only the themes configured on the **THEME CONFIGURATION** page are displayed in the Theme drop-down list. |
| Allow Users to Select Theme | If selected, the users can select the Theme on the **MY PROFILE** pop-up page that they want to apply for the Tenant. For more information about selecting a Theme on the **MY PROFILE** pop-up page, see Viewing/Updating Your Profile Details. |
| **DETAILS** |
| CHANGE REQUEST CLOSURE | - **Change Request Closing Mode**: Select the mode in which the CR can be closed after implementation of the CR. Available options are as following: - **Auto**: If selected, the status of the CR is changed from I*mplemented* to *Closed* after the configured number of days. **Note**: - If **Change Category field visible for CR** is enabled at Tenant level and **Change Request Closing** mode is selected as **Auto** then the **Closure Category** is a mandatory configuration for the implementation of a CR. - If **Change Request Closing mode is Auto** then **Closure Code** is a mandatory configuration for the implementation of a CR. - **Manual**: If selected, the Analyst needs to manually close the CR. - **Auto Closing Days:** Type in the number of days after which the status of the CR should automatically change to *Closed* after implementation*.* **Note:** - This field is greyed out if you select **CR Closing Mode** as **Manual**. - This field is mandatory if you select **CR Closing Mode** as **Auto**. - This field does not consider the weekends (Saturday and Sunday) for Auto closure. - It will consider the last updated date and time of the CR instead of implementation date and time of CR. - If the **Change Type** is **Emergency** and **E-CAB approval** is configured as **After Implementation**, then CR will be considered for auto closure. **Note**: **Auto Close Change Request** job should be scheduled to close the implemented CRs. It will pick the implemented CRs and close them as per number of days configured in **Auto Closing Days**. |
| Approve Standard Proposed Standard Change via Email | Select one of the following options from the drop-down box. - Enable - If enabled the Approvers can approve or reject the CR (proposed for Standard Change) directly via e-mail notification using **Approve** or **Reject** buttons. - Disable - If disabled the Approvers are asked to login to the Web application to approve or reject the CR (proposed for Standard Change). For more information, refer to **Approving Change Records**. |
| Enable Auto Capture of Actual Start and End Time | If you select this check box, when the status of a Change Record is changed to *In Progress*, the **Actual Start Time** field is auto-populated and when the status of the Change Record is changed to *Implemented*, the **Actual End Time** is auto-populated. |
| Do Not Allow CR Creation | If you select this check box, the user is not allowed to create Change Records if the user is the only Change Request Authorizer for the selected Tenant and Workgroup. |
| Do Not Allow CR Authorization | If you select this check box, the user is not allowed to authorize a Change Record if the user is the Requestor and Authorizer of the Change Record. |
| Do Not Allow CR Approval | If you select this check box, the user cannot approve the Change Record if the user is the Requestor and the Approver for the Change Record. |
| Do Not Allow Customer Approval of CR | If you select this check box, the user cannot approve the Change Record if the user is the configured Requestor and the Customer Approver for the Change Record. |
| Change Category Field Visible For CR | If you select this check box, change category field becomes visible. |
| Change Category Field Mandatory For CR | If you select this check box, change category field becomes mandatory. This check-box is visible when **Change Category Field Visible For CR** check box is selected. |
| Closure Category Field Visible For CR | If you select this check box, closure category field becomes visible. This check-box is visible when **Change Category Field Visible For CR** check box is selected. |
| Linked CR Implementation Prevents Incident Closure | If you select this check box, if a Change Record (CR) is created from the Incident (**RELATIONSHIP** tab of the Incident page, see Logging Incidents for Users ), the user cannot close the Incident until the CR is changed to *Implemented* status. |
| Active | Indicates the status set for the **Change Management** module details configuration. - If selected, the **Change Management** module details configuration becomes active. - If not selected, the **Change Management** module details configuration becomes inactive. |
| Display “Normal” in the Change Type Drop-down List | If selected, by default, the drop-down value *“Normal”* is selected in the **Change Type** drop-down box of the **NEW CHANGE RECORD** and **CHANGE RECORD ID** pages. |
| Specify Requestor Name in the Requestor Field | If selected, the logged in User is not selected as the Requestor by default while creating a new change record on the **NEW CHANGE RECORD** page. |
| Restrict Test Tab to Configured Testers | If selected, the fields under the TEST tab can be edited only by the configured Testers. |
| Enable CR Implementation Conflict Notification | If selected, the user is notified about the conflict in the Implementation Time of the new CR with existing CRs linked to the same CI. |
| Do Not Allow to Update CR Change Type | If selected, the Analysts cannot change the Change Type from Standard to other type and vice versa on the **CHANGE RECORD DETAILS** pages. |
| Make From Date and To Date of Resource Requirements as Mandatory Fields | If selected, the **From Date** and **To Date** fields under **RESOURCE REQUIREMENTS** section of **REQUIREMENTS** tab on the **NEW CHANGE RECORD** page becomes mandatory. |
| Logs Tab Mandatory Mode | Select a value (None/Each Update) from the drop-down to configure the fields under the **LOGS** tab on the **CHANGE RECORD ID** page. - If **None** is selected, the log entry under Logs fields becomes non-mandatory. By default **None** is selected. - If **Each Update** is selected, at least one Log entry becomes mandatory for every update of the **Change Record**. |
| Retrospective Change Types | Select the **Change Types** from the drop-down list. For the selected Change Types, the Analyst can select past date and time in the date fields while creating a New Change Record. |
| Allow to update CR Category | If **Allow to update CR Category** is selected, the Analyst can change Category on the **CHANGE RECORD DETAILS** page until the Change Record is Implemented. |
| Displays only the Owner Workgroups, which the logged-in Analyst is a member of, while raising a New Change Request. | By default, this checkbox is not selected. If this checkbox is selected, Owner Workgroup will display only the Workgroups which the logged-in Analyst is a part of, while raising a New Change Request. ![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAQBAMAAADt3eJSAAAAA3NCSVQICAjb4U/gAAAAFVBMVEX///9wcHBwcHBwcHBwcHBwcHBwcHA3RenHAAAAB3RSTlMAZoiZzN3/SzZomQAAAAlwSFlzAAALEgAACxIB0t1+/AAAABx0RVh0U29mdHdhcmUAQWRvYmUgRmlyZXdvcmtzIENTNui8sowAAAAUdEVYdENyZWF0aW9uIFRpbWUANi8xLzEzOKlF0AAAACFJREFUCJljYCATsCgwqIAZTMnMyRAhsTABCIMxkVxTGQCLcwHyUKXpLgAAAABJRU5ErkJggg==)Example Consider Fredrick Norton is mapped to the following workgroups, - App Team - App Support Helpdesk - Network Security The checkbox ***Displays only the Owner Workgroups, which the logged-in Analyst is a member of, while raising a New Change Request*** is selected. When Fredrick Norton logs in and navigates to create a Change Request, the Owner Workgroup dropdown will display only the above mentioned three workgroups. Fredrick Norton can create a Change Request for only those workgroups to which mapping is done. Note This is only for owner workgroup and not for assigned workgroup***.*** |
| **MANDATORY PIR CONFIGURATION FOR CHANGE RECORDS** |
| Change Type | Select the change type from the drop-down list. Available options are as follows: - All - Normal - Standard - Emergency - Expedited |
| Category | Select the category from the drop-down list. Available options are as follows: - All - Small - Medium - Large |
| ![](data:image/png;base64,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) | Click ![](data:image/png;base64,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)icon to add a new row configuration. |
| ![](data:image/png;base64,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) | Click ![](data:image/png;base64,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)icon to delete the selected row configuration |
| ![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABsAAAAbCAYAAACN1PRVAAAFRUlEQVR4Ae3AA6AkWZbG8f937o3IzKdyS2Oubdu2bdu2bdu2bWmMnpZKr54yMyLu+Xa3anqmhztr1a/aNv/5AKj81wCg8l8DgMp/DQAq/zUAqLwAtlmvVqwO97m0t8tyPdESonT0m5sc29pia2tBXysh8S8AoPICTNPI3/3eL/PHf/X3POlJj+fe3UNWo+j6LY7fdDOPevgjefnXeA1e7jEPYacrSLwwAFQeyAk5ceHuJ/LrP/zT/ObfPY67LuwzjCOZxojV1Mg7G084usSF3UOO8k1505d+CEK8EABUHiCzMZx7Kr/w7d/Gj/3JE1k3kzYAUSq169E1D+M1X/9NeMvXfnHObO3QdRUycQQgJJ4fACoPsD7a5y9/9Vf4vcffxroZ29xv65qH8Qpv9Oa8zeu8PDce26DvO0IBTobDC+weNjZOnWGrC0LiuQBQeSa7sbp4L3/+l3/Mvfsr0uay0qHZaV7qzd6Jd3mTl+eGrRldBAB2MizX/P0v/BC//gzzcm/4Frz6i9/Mou94LgBUnsmeuHD+qdx+6x7j1Lif+gXtld+Wd3ndl+GW7QUSz9Yad/3Rz/H1P/mbXGKDx903cMtHvRePetA1PBcAYv/COZ7yd3/NP/zt3/P3f/HnPH2VpHkWjzNe+lpx39OexJOe/DQOV2vAZBu59c9/je//5T9k8XLvwSd+3Pvwmtu382U/9Gs89Y6z2OYBANBtf/kH/qFv/0b++LYLHK4n0uY5CUnMNo7xYq/zlnzIu78VN2z3XLr97/m+7/wRnrZ4NB/6QW/JmWisbv0rvv+Hfp4nHntZPvH9346Hn9miqwUAgLju0S/OO77Pu/Myp7fpZMTzMsHDXv/tef93fgtuOr7B7u1/zQ983Tfzd/tzXuJlHkl1ENGxcd3DeLVXegynnvY7fM33/xT/cMcFzGUARJ1vcstLvQbv8QHvwEtfu0NfC+J+YrFYcPrV3pFPeMfX56FntmmHd/GnP/Ez/M29+xydv40//uU/4R6BgOn80/mtv3g8Z8dk7/F/yq/+2d+xtxwAAKhSQd0GD3qFN+G9c+Rrvv5HedrFQ4YEReXEw16Nz/uQt+O609tAYzhc8aA3eGs++NWP+Mtf+Vn+6LDnZjcwtOUBFy+Jh7zZe/AmDzvOrN8k1wMsegAqAAjKjJte6vV473fb5/t+8jd50r37nH7EK/GW7/jmXHNyk5CAwuaZB/HI49exd+/T+dOx48YXexSLKNCWXDp/gbb9GF7nVV6Kl7ruGKUUpAAAoPJMisps8wQv9dpvThvXfNvPPIXXfpd34rVe8iHMakGADVZhmpIn/u7P8/T+Jl7zxR5KFYwHF3nqrXegR70Gjz5xjNlsjsT9AKg8gKJStq7lZd/ig/jaN0lq11FKIK6wk3G94i9/+Gv46t++ndd5zw/jlR52kqrGnU/4a373D+7lZT7qBjY3OxAPBEDlOQipULtCqcmwd5G77rmHvfWao6M1h7v38bg//zOecMm8wpu9K6//mBOMl+7haU/8c37jl/6CrTd8U17vETczK4F4DgBUXgCnGQ52eeqf/ya/9md/x9PuOs/RANc8+DG89Ku+Oq/x2OPc8w9/wdOe/A/8wR/exiPe7C14szd5Xa7ZWdBJPBcAZNs8PzY5jaz3z3P7E/6SX/zZX+TPn3EBzTbY2pjT94U2Vk488qV4h9d9Fa6/5UZ2thZ0EYR4bgDItnkhnA3ayKWDQy5d2uXeO+5k93BF3T7JIx58ExvzBcePbVFK4YUAQLbNi8A2tnlOQgJJ/AsAkG3znw+Ayn8NAP4RHgQFTzpS+bcAAAAASUVORK5CYII=) | In the grid view, click on the hyperlink under **Change Type** to edit the required configuration. Click ![](data:image/png;base64,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)icon to update the modified configurations. |
| **MANDATORY PIR CONFIGURATION FOR CHANGE TASKS** |
| PIR Configuration for Tasks | Select the one of the option. Available options are as follows: - **Create New Configuration For Task** - If selected, the individual configuration of the task is defined. - Change Type Select the change type from the drop-down list. Available options are as follows: - - All - Normal - Standard - Emergency - Expedited - Category Select the category from the drop-down list. Available options are as follows: - - All - Small - Medium - Large - **Inherit Configuration From Change Records** - If selected, the configuration done under **MANDATORY PIR CONFIGURATION FOR CHANGE RECORDS** is inherited. - Change Type - Displays the configuration based on **MANDATORY PIR CONFIGURATION FOR CHANGE RECORDS.** - Category - Displays the configuration based on **MANDATORY PIR CONFIGURATION FOR CHANGE RECORDS.** |
| ![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABsAAAAbCAMAAAC6CgRnAAAAAXNSR0IArs4c6QAAAfVQTFRFYGFhYWJiYWNjdHV1eXp6aWpqc3R0dXZ2dnd3eXl5fX19fn9/fX5+e3t7cXJye3x8ent7cnNzd3h4eHh4fH19d3l5amxsfHx8b3BwcnR0cHBweHl5bm9veHp6bW5ufn5+c3V1cHFxc3NzdHZ2f4CAnp6enp+fgoODnZ2djY6OlJWVlZWVhIWFg4ODgoKCiImJhISElpaWi4yMg4SEkpOThYaGkpKSkZKSlJSUjo6Ol5eXnZ6en5+fgIGBhoeHn6Cgo6SksLGxs7Ozp6mpqaqqpKSkqKioqamppKWluLm5ubm5ubq6p6enqKmpp6iovb6+vr+/ra6upqentba2tLS0srOzo6OjpaWlqqqquru7vLy8u7y8vL29vb29uLe3t7i4urq6oqKirq+voaGhq6ysx8jIxcTEwcHBwsLC1tbW3NzcwcLCxsbGxcXFxMTEycnJzczMw8LCw8PD3d3d0dHR09PT1NTUysvLy8zM2traz9DQz8/P0NDQ3t7e0tLS2NnZ29zc1dbWzc3NzM3NzMzM3N3d19jY29vbx8fHysrKyMnJ39/fxMXFxsjI9/f37u7u/Pz8/v7+4eHh+Pj47+/v6Ojo6enp4+Pj7Ozs6erq5eTk6unp5OXl8PDw+vr65eXl4ODg9fX1/f396+vr/f7+7e7u////Y5m/vwAAAAlwSFlzAAAOxAAADsQBlSsOGwAAABl0RVh0U29mdHdhcmUATWljcm9zb2Z0IE9mZmljZX/tNXEAAAGJSURBVChTY1iGGzBQIteX6qCqpqbq2L9swoQJEyfCjAKbOUmdgZGRiYHZKS09IyNzMopcFgsrGzsHBycXNw8vn8YUVDl+zezUnJzcvLx8J2atflQ5AeepBRmFGRlFxcXq2mhy/C4lOnxsbIKCrqW66HICbtPKyiuAYHqxHqbcjMqqqqrqmpm1GHL87iX6QpycwkIedQYY9rnNyvP08vL0rm/ANNNndmNTc3NL05xWPcO5aP7zLTUSEBHhFXArNTaZNHXGPLA0OMyyeP3mp/oHBAT4txWbipqZWwQuAAUqRE4gaOGyRUAwcVk7j5i4qQqzURlCzg0awAsdJOzT3dKDJc0Ww/VZpud3AEFnCLtmrZdw6Bx7ti6oXLcOG784GAhKhYVLy8haRbBFQuXm9kRGRQNBTLQ1h40Lt5y8jQ9bFFRu2cQlYDBxSaWtfkORXewsK4UKmBw8QS0MVDSLi09IVLIBxjB6OpsZJKSsws6sMQnmB+R0uLA6KTmldyk8XNDSKCTEMM1EVgYA1u5nZ2dwH4oAAAAASUVORK5CYII=) | Click ![](data:image/png;base64,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)icon to add a new row configuration. |
| ![](data:image/png;base64,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) | Click ![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABsAAAAVCAYAAAC33pUlAAACX0lEQVR4Ae3AA6AkWZbG8f937o3IzKdyS2Oubdu2bdu2bdu2bWmMnpZKr54yMyLu+Xa3anqmhztr1a/aNv8KwzDwu7/7uzz5KU/hYQ97GK/9Wq9F3/f8CwCovBCZyTRNTNMEQGayu7vLH/7RH3FwcMB9993HYx/zGI4fP05EAFBrpdZKRPAAAFReiKOjI/7u7/6Ovb09ADKT/YMDLl26xHq9prXGH/7RH7G9tUVEALCzs8NLvMRLsLW1xQMAUHkhnvzkJ/OLv/iLXNrb4362sQ3Aer3m937v95DE/Y7t7DCfz3mZl3kZHgCAygvxoAc9iNd67dfm4oULvKhOnDzJgx70IJ4LALJtXoDWGnt7e/ze7/8+tvmXSOI1Xv3V2dnZoZTCAwBQeSFKKYzjyK//+q9jGwDbSOJ+tpEEgCRe+ZVeiVIKzwWAyotosVgwn8/Z39+n6zo2NjY4OjpiHEe2t7dZrVasViteAACCF9F8PufVXu3VWCwWbG9t8Uqv+Ipsb22xWCx4tVd7NebzOS8EAMGLqO975vM5pRT6vmexWND3PaUU5vM5fd/zQgBQ+a8BQOW/BgCVF5FtbGObtGmtkTa2sY1tXggAKi+i1hp7ly4xTRPDMHDu3DmGYWCaJvYuXaK1xgsBQOVFIIm9vT1+53d/l3EcWa/X/Mmf/im2aa3xO7/7u9jmhQAg+Bd0Xcd1111HRNBaIyKwTWZim4igtYYkTp44Qa2V5wOAyr9gNpvx6q/2avz5X/wFh4eHvCCLxYKXfImXoO97ng8AZNv85wOg8l8DgMp/DQAq/zUA+Ec47e/PpDHL9QAAAABJRU5ErkJggg==)icon to delete the selected row configuration |
| ![](data:image/png;base64,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) | In the grid view, click on the hyperlink under **Change Type** to edit the required configuration. Click ![](data:image/png;base64,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)icon to update the modified configurations. |
| Auto Select "Is PIR Required?" Check Box for "Large" Category and "Normal" Change Type Combination | If this check box is selected, **Is PIR Required ?** check box becomes selected on the **CHANGE RECORD** approval page for the combination of "**Large**" Category and "**Normal**" Change Type. PIR Review specified for the Change Record is applied to the linked Task(s) also. |
| Auto select "Is PIR Required?" Check Box for "Emergency" Change Type | If this check box is selected, **Is PIR Required ?** check box becomes selected on the **CHANGE RECORD** approval page for the "Emergency" Change Type. PIR Review specified for the Change Record is applied to the linked Task(s) also. |
| Enable e-mail notification for CAB members when CR status changes to Implemented | If this check box is selected, the CAB members are notified through e-mail after the CR's status of the respective Tenant is updated to *Implemented*. |
| ENABLE TABS ON CHANGE RECORD DETAILS PAGE | Select the check box in this section to enable the respective tab on the **CHANGE RECORD DETAILS** page. |
| Allow Change Manager to update Change Record for specific status | Select the required Change Record statuses from the drop-down for which you want to give update access to Change Manager. |
| **TREE VIEW POP-UP** |
| Enable Change Category Parent Node Selection | If selected then the parent category can also be selected along with child category on **Category** pop-up page while selecting a **Change Category** for a Change Record. |
| **E-MAIL NOTIFICATION** |
| Notification for All Status Updates | If selected, e-mails are sent to the Requestor/Initiator and Workgroup Analysts for every update of the Change Record. |
| Notification for Selected Status Updates | **Notification For Selected Status Updates:** If selected, e-mails are sent to the Requestor/Initiator and Workgroup/Analysts when the selected status is updated. It displays the list with Change Record status and personas (Requestor/Initiator, Workgroup/Analyst). - **Status:** Select the checkbox corresponding to the status that you want to configure to send notifications. - **Requestor/Initiator**: Select the checkbox to send the notification to the Requestor or Initiator.. - **Workgroup/Analyst:** Select the checkbox to send the notification to the Workgroup or Analyst. **Indicates Custom Status** The checkbox for the persona such as Requestor/Initiator or Workgroup/Analyst for which the e-mail notification is not going from the system, for a specific status, will remain disabled. It will avoid any confusion for the end user as a disabled checkbox precisely indicates that the e-mail notification can not be sent. The following example describes the same scenario. ![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAQBAMAAADt3eJSAAAAA3NCSVQICAjb4U/gAAAAFVBMVEX///9wcHBwcHBwcHBwcHBwcHBwcHA3RenHAAAAB3RSTlMAZoiZzN3/SzZomQAAAAlwSFlzAAALEgAACxIB0t1+/AAAABx0RVh0U29mdHdhcmUAQWRvYmUgRmlyZXdvcmtzIENTNui8sowAAAAUdEVYdENyZWF0aW9uIFRpbWUANi8xLzEzOKlF0AAAACFJREFUCJljYCATsCgwqIAZTMnMyRAhsTABCIMxkVxTGQCLcwHyUKXpLgAAAABJRU5ErkJggg==)Example In the following example, the **Workgroup/Analyst** checkbox is disabled for **Requested**, **Not Authorized** and **Estimate Provided** status, which indicates that the e-mail notification can not be sent to the **Workgroup/Analyst** for the **Requested,** **Not Authorized** and **Estimate Provided** status. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CM4.png) Figure: Indicates Custom Status Consider you want email notification to be sent to the **Workgroup/Analyst** when the CR status changes to **Approved,** but not to **Requestor/Initiator**. To achieve this, you need to select the checkbox only for **Workgroup/Analyst**. As the checkbox for **Requestor/Initiator** is not selected it indicates that email notification will not be sent to **Requestor/Initiator.** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CM5.png) Figure: Indicates Custom Status Note: If the Workgroup/Analyst checkbox is checked then: - The email notification will be sent to the to the Analyst if the Analyst is assigned. - The email notification will be sent to the Workgroup if the Analyst is not assigned. The custom status are displayed in different color to different it with OOB status in the list. ![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAQBAMAAADt3eJSAAAAA3NCSVQICAjb4U/gAAAAFVBMVEX///9wcHBwcHBwcHBwcHBwcHBwcHA3RenHAAAAB3RSTlMAZoiZzN3/SzZomQAAAAlwSFlzAAALEgAACxIB0t1+/AAAABx0RVh0U29mdHdhcmUAQWRvYmUgRmlyZXdvcmtzIENTNui8sowAAAAUdEVYdENyZWF0aW9uIFRpbWUANi8xLzEzOKlF0AAAACFJREFUCJljYCATsCgwqIAZTMnMyRAhsTABCIMxkVxTGQCLcwHyUKXpLgAAAABJRU5ErkJggg==)Screenshot In the following screenshot, the custom status "Test to Deploy" is the custom status highlighted in pink color. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CM6.png) The **Enable Approval Notifications for Workgroup** and **Enable CR Update Notifications for Workgroup** Workflow level configuration precedes the Tenant level configuration. The following example illustrates the same use case. ![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAQBAMAAADt3eJSAAAAA3NCSVQICAjb4U/gAAAAFVBMVEX///9wcHBwcHBwcHBwcHBwcHBwcHA3RenHAAAAB3RSTlMAZoiZzN3/SzZomQAAAAlwSFlzAAALEgAACxIB0t1+/AAAABx0RVh0U29mdHdhcmUAQWRvYmUgRmlyZXdvcmtzIENTNui8sowAAAAUdEVYdENyZWF0aW9uIFRpbWUANi8xLzEzOKlF0AAAACFJREFUCJljYCATsCgwqIAZTMnMyRAhsTABCIMxkVxTGQCLcwHyUKXpLgAAAABJRU5ErkJggg==)Example Scenario I - Workflow Configuration Consider the following configuration where the checkbox **Enable Approval Notifications for Workgroup** and **Enable CR Update Notifications for Workgroup** are selected. As per this configuration Approval and CR Update email notifications will go to the Workgroup for the **Requested** status. Consider the following configuration where the checkbox for **Workgroup/Analyst** is not selected for the **Requested** status. As per this configuration email notifications will not go to the Workgroup for the **Requested** status. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CM7.png) Figure: Tenant Configuration In this case, **Scenario I - Workflow Configuration** precedes **Scenario II- Tenant Configuration**. |

#### ACTIONS

This section explains all the icons displayed on the **ACTIONS** panel of the **TENANT** page.

**SHOW LIST**

Click **SHOW LIST** to display the **LIST** table showing all the configured Tenants.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CM1(2).png)Figure: TENANT: List of Tenants

- To update Tenant details, click the configured **Tenant Name**. Make appropriate changes and click **SUBMIT**.
- To display the inactive Tenants, click the **Include Inactive** check box.

Note:

When the list of Tenants are displayed under the **LIST** table, the **ADD NEW** and **TENANT LABEL DISPLAY** actions are displayed on the **ACTIONS** panel.

- Click **ADD NEW** to configure a new Tenant.
- Click the **TENANT LABEL DISPLAY** icon to configure the name for Tenant label. On the **TENANT LABEL DISPLAY** pop-up page, type in the name for the Tenant label in the **Tenant Label Display** text box. Click **SUBMIT** to save the changes.

**SHOW TENANT**

Click **SHOW TENANT** to display the details of the selected Tenant. The **TENANT** page is displayed.

**CHANGE ADVISORY BOARD**

Click **CHANGE ADVISORY BOARD** to configure Change Advisory Board for the selected Tenant.

**CLOSURE CODE**

Click **CLOSURE CODE** to configure a new Closure Code for the selected Tenant.

**IMPACT**

Click **IMPACT** to configure a new Impact value for the selected Tenant.

**PRIORITY**

Click **PRIORITY** to configure a new Priority value for the selected Tenant.

**RISK**

Click **RISK** to configure a new Risk value for the selected Tenant.

**URGENCY**

Click **URGENCY** to configure a new Urgency value for the selected Tenant.

> [!NOTE]
> Note:
> 
> - The red asterisk on the icons on the **ACTIONS** panel indicates that all of these values must be configured to complete configuration of the **Change** **Management** module for the selected Tenant.
> - The orange color bar on the icon on the **ACTIONS** panel means that particular value is not configured.
> - The green color bar on the icon indicates that it is configured.
> - Until all the icons marked in red asterisk is configured for the selected Tenant, the **Change** **Management** module will not be available to the Tenant. This means the selected Tenant will not be available to the users while raising Change Records until all the mandatory configuration values are configured.