For normal change records, selecting the Propose for Standard checkbox automatically calculates the Expiry Date from the Log Time for changes created with past dates, or from the Planned End Date for changes created with future dates.
The Expiry Date is dynamically updated to ensure that the proposed standard change remains valid and complies with change management policies.
Expiry Date Calculation Rules
Rule 1: Initial Expiry Date Calculation
When a user converts a normal change** record to a Standard Change Record using the Propose for Standard checkbox, then:
The change record displays the Expiry Date field and is automatically populated based on Log Time.
The system calculates the earliest Expiry Date as:
Log Time + 90 DaysUsers can change the Expiry Date up to:
Log Time + 3 Years
Rule 2: Planned End Date Update
When the user updates Planned End Date greater than the current Log Time:
The system automatically recalculates the Expiry Date as:
Planned End Date + 90 DaysThe updated Expiry Date reflects the new Planned End Date value.
Rule 3: Planned End Date in the Past
When the Planned End Date is earlier than the current Log Time:
The system ignores the Planned End Date for Expiry Date calculation.
The system recalculates the Expiry Date based on Log Time as:
Log Time + 90 Days
This ensures that the Expiry Date always remains a valid future date.
Expiry Date Functionality Based on Log Time and Planned End Date
To verify the Expiry Date functionality, perform the following steps:
Log in to the application as an Analyst (change manager).
Navigate to Change > User > New Change Record. The application displays the Change Record Details page.
Select Minor and Change Type as Normal record. You can see an option to change this to Standard. Convert this change to Standard using Propose for Standard Change checkbox.
Select the Propose for Standard checkbox. The following changes automatically occurs:
The Expiry Date is automatically populated as
Log Time + 90 Days. This calculation happens immediately after selecting the Propose for Standard checkbox.Users can change the Expiry Date up to 3 years from the Log Time.
Figure: Expiry Date
Update the Planned End Date to a future date. The system automatically recalculates the expiry date.
The system automatically recalculates the Expiry Date as:
Planned End Date + 90 Days
Figure: Expiry Date Based on Planned End Date
Update the Planned End Date to a date earlier than the current Log Time.
The system automatically recalculates the Expiry Date as:
Log Time + 90 DaysThe past Planned End Date is not considered for Expiry Date calculation.
Figure: Expiry Date past planned date