---
title: "Viewing List of Change Records"
slug: "viewing-list-of-change-records"
updated: 2026-01-08T07:27:41Z
published: 2026-01-08T07:27:41Z
canonical: "help.symphonysummitai.com/viewing-list-of-change-records"
---

> ## 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.

# Viewing List of Change Records

You can view the list of Change Records (CRs) to which you have access.

- You can view the CRs in the Tile view or Tabular view.
- You can search for the CRs using the **Filter** section.

### To view or update CRs:

1. Select **Change** > **User** > **Change Record List**. Alternatively, if you are an Analyst, you can view the CRs assigned to your Workgroup or you by selecting **Dashboard** > **Analyst Dashboard** > **Change Record** > **My Workgroup** or **Assigned to Me**.
2. On the **Change Record List** page, a list of all the CRs is displayed.

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

Figure: Change Record List - Tile View

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CR_List_1(1).png) Figure: Change Record List page (Tabular view)

3.Hover the mouse over Change Request **Description** or **Information** to view the description or information in a pop-up as shown above or hover the mouse over (…) in **Description** or **Information** to view the description or information in a pop-up as shown above.

4.Select the **CR NO** of the CR that you want to view or update. The following page is displayed with all the details about the CR. For information about the fields on the **Change Record ID** page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CR_ID.png) Figure: CHANGE RECORD ID page

5.Click the Caller name link to display the **Initiator Name** pop-up page. On the **Initiator Name** pop-up page, you can view General Details and additional information about the Caller. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/initiator.png) Figure: Initiator Name pop-up page

> [!NOTE]
> Note
> 
> On the **Workflow** section, click the block to view the details.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-e6s1iepc.png)Actions

This section explains all the icons displayed on the **Actions** panel of the **Change Record** **ID** page.

**Show list**

Click **Show List** to display the **Change Record List** page showing all the available CRs.

**Show List For Approval**

Click **Show List for Approval** to display the **Approve Change Records** page showing only the CRs waiting for approval.

**Alert Configuration**

You can configure the alerts to be sent out to the stakeholders for the CR. Click the **Alert** icon to display the **Alert Configuration** pop-up page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Alert_configuration(1).png) Figure: Alert Configuration pop-up page

The following table describes the fields on the **Alert Configuration** page:

| **Field** | **Description** |
| --- | --- |
| Analyst | Select the check box to send the alerts to the Analyst to whom the CR is assigned. |
| Assigned Workgroup | Select the check box to send the alerts to the Workgroup to which the CR belongs. |
| Workgroup Owner | Select the check box to send the alerts to the Workgroup Owner. |
| Initiator | Select the check box to send the alerts to the Change Requestor. |
| CAB Members | Select the check box to send the alerts to the CAB members. |
| Add to Bulletin Board | Select the check box to add the alert on the Bulletin Board. If selected, information about this CR is available to the End Users on the End User Dashboard. |
| Display Alert Hours Before the Planned Start Time | Type in the number of hours before the planned start time, the alert should be sent to the configured users. |
| Workgroups | Select the Workgroups to whom the alerts should be sent. |
| Mail Groups | Select the Mail Groups to whom the alerts should be sent. |
| **Additional Users** | Select the additional User's to whom the alerts should be sent. |
| Users List | Type in the users names and click the **Add** icon to add users. Click the **Minus** icon to delete users. |
| Additional Alert Information To Be Shown | Type in the additional alert information to be displayed. |

**Create Recurring CR**

Click **Create Recurring CR** to create a recurring CR. The same CR is created as per the frequency details configured on the **Custom Scheduler** pop-up page.

> [!NOTE]
> Note
> 
> This icon is enabled only if the status of the CR is Requested.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Custom_Scheduler.png) Figure: CUSTOM SCHEDULER pop-up page

The following table describes the fields on the **CUSTOM SCHEDULER** pop-up page:

| **Field** | **Description** |
| --- | --- |
| **DETAILS** |
| Monitoring Source | Select Summit Server or Proxy Server from the list. |
| Job Name | Type in a name for the new job. |
| Job Options | Select job options from the list. |
| Schedule Type | Select Recurring or One Time from the list. If you select One Time, specify the date and time for the job to run under **ONE TIME OCCURRENCE** section. If you select Recurring, you need to specify the job recurring details under **FREQUENCY**, **DAILY** **FREQUENCY**, and **DURATION** sections. |
| User ID | Specify the user id for the job. |
| Password | Specify the password for the job. |
| Stop the job if it runs more than | Specify the time after which the job should run. |
| **FREQUENCY** |
| Occurs | Select the frequency for the job to run: Daily, Weekly, Monthly |
| Recurs every | Based on the selection you make in the **Occurs** list, select the frequency for the job. |
| **DAILY FREQUENCY** |
| Frequency | Select Occurs Once At or Occurs Every from the list. If you select Occurs Once At, specify the time in the **Time** field. If you select Occurs Every, you need to specify the recurring hours details, start and end time. |
| **DURATION** |
| Start Date | Select the date to start running the job. You can also specify an end date or no end date. |
| **CHANGE RECORD DETAILS** |
| Change Record ID | Displays the CR ID for which you are creating the job. |
| Description | Displays the description of the CR for which you are creating the job. |
| Tenant | Displays the Tenant of the CR for which you are creating the job. |
| Classification | Displays the Classification of the CR for which you are creating the job. |
| Category | Displays the Category of the CR for which you are creating the job. |
| Urgency | Displays the Urgency of the CR for which you are creating the job. |
| Impact | Displays the Impact of the CR for which you are creating the job. |
| Priority | Displays the Priority of the CR for which you are creating the job. |
| Workgroup | Displays the Workgroup of the CR for which you are creating the job. |

##### **CAB INFO**

You can view the CAB information of the specific CR in this section. The fields on this section are not editable.

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

Figure: CAB Information

| **Field** | **Description** |
| --- | --- |
| Change ID | Displays the Change Record ID for which the CAB information is displayed. |
| CAB Name | Displays the CAB name associated with the selected CR. |
| Meeting Date | Displays the meeting date for CAB members. |
| Actions | Displays the associated action(s). |
| Owner | Displays the name of the owner(s). |
| Deadline | Displays the deadline for the CAB members. |

##### **APPROVAL**

A CR needs to be authorized by the Change Record Authorizer and approved by the Change Advisory Board (CAB) members before it is analyzed and then implemented. A CAB member who is configured as an Approver by the Administrator has the privilege to Approve, Reject or Refer Back a CR. By default, a CAB member who is not having approval privilege can object to a CR. If a CR is objected by any of the CAB members, the CR cannot be processed further. The CAB member who objected to the CR must clear the CR before implementing it.

Click the **APPROVAL** icon on the **ACTIONS** panel. The **APPROVAL** pop-up page is displayed. The fields on this page are not editable if you are not the CR Authorizer or CAB member for the selected CR.

There are two sections in this page:

##### **CR SUMMARY**

You can view the CR Summary in this section. The fields on this section are not editable.

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

| **Field** | **Description** |
| --- | --- |
| Is PIR Required ? | If selected, the Post Implementation Review is mandatory. The check box can be modified by a Change Manager even after Change is Implemented. |

**APPROVE CR - AUTHORIZATION**

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Approve_CR(1).png) Figure: APPROVAL pop-up page : APPROVE CR - AUTHORIZATION

The following table describes the fields on the **APPROVE CR (AUTHORIZATION)** section:

| **Field** | **Description** |
| --- | --- |
| Approver | Displays the name of the Authorizer. Based on the selected Workgroup under the **General** tab, the configured Authorizer's name is displayed. |
| Status | Allows you to authorize a CR (if you are the Authorizer or have appropriate access). - Authorize: If selected, the CR is authorized by the Authorizer. - Not Authorize: If selected, the CR is not authorized by the Authorizer. - On Hold: If selected, the CR is kept on hold by the Authorizer. - Authorize and Forward: The CR Authorizer has an option to authorize and forward to another member to authorize (Sub-authorizers). This is to take another Authorizer’s opinion, if required. After the CR is authorized by CR Authorizer and Sub-authorizers, the status of the CR is automatically changed to Initial Authorization. |
| Remarks | The Authorizer types in the comments. |

**APPROVE CR - CAB APPROVAL**

The following table describes the fields on the **APPROVE CR (CAB APPROVAL)** section:

| **Field** | **Description** |
| --- | --- |
| Approver | Displays the name of the CAB member. The name of the CAB members are displayed based on the value selected for the following fields: - Category - Change Type - Workgroup - Change Category For more information about configuring CAB, see **Creating Change Records (CRs)** |
| Status | Select the required option from the list to approve or reject the CR. - Yes: If selected, the CR is approved. - No: If selected, the CR is rejected. - On-Hold: If selected, the CR is kept on hold for a particular reason. |
| Objection | The CAB member can also object to a CR by clicking this check box. By default, a CAB member who is not having approval privilege can object to a CR. If a CR is objected by any of the CAB members, the CR cannot be processed further. The CAB member who objected to the CR must clear the CR before implementing it. |
| Standard Template | Select the required option to save the CR as a Standard Template. - Yes: If selected, the CR is saved as a Standard Template. - No: If selected, the CR is approved but it is not saved as a Standard Template. |
| Is Mandatory | if check-box is selected, then corresponding approver approval is mandatory. |
| Remarks | The CAB member types in the comments for approval/ objection. |

- The fields on this page are displayed based on the role of the logged in User.
- The CR Authorizers and CAB members receive an e-mail when a CR requires their authorization or approval. They can Authorize, Not Authorize, Approve, or Reject the CRs by clicking the appropriate buttons in the e-mail. They do not need to log in to the SUMMIT application for authorizing or approving the CRs.

##### **P.I.REVIEW**

After the changes for the CR are implemented, a review takes place to analyze the impact of the change and if required a decision may be taken to roll back to the previous version. You can capture all the details discussed during the Post Implementation Review on the **POST IMPLEMENTATION REVIEW** page. Click the **P.I.REVIEW** icon, the **POST IMPLEMENTATION REVIEW** pop-up page is displayed. It is mandatory to update the post implementation details for a CR before closing the CR.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/PIR_CM.png) Figure: POST IMPLEMENTATION REVIEW pop-up page

The following table describes the fields on the **POST IMPLEMENTATION REVIEW** page:

| **Field** | **Description** |
| --- | --- |
| Planned PIR Date | Select the planned PIR date. The field is mandatory when Is PIR Required? is selected and the status is Implemented. |
| Actual PIR Date | Select the actual PIR date. |
| Post Implementation Review | Type in any reviews or comments about the PI review for the CR. The field is mandatory when Is PIR Required? is selected and the status is Closed. |
| Is CMDB Updated? | This field is enabled for you to modify only after the CR is implemented with the status field displaying Implemented on the **CHANGE RECORD** page. - Yes: If selected, indicates that the CMDB is updated. A mail is sent to the assigned Workgroup Owners and Analysts to update the CMDB. - No: If selected, indicates that the CMDB is not updated. A mail is sent to the assigned Workgroup Owners and Analysts to update the CMDB. - NA: If selected, indicates that CMDB update is not required. |
| Reviewer | Type in the name of the Reviewer. |
| Review Date | Type in the review date. |
| Revert to Previous Version ? | This field is enabled for you to modify only after the CR is implemented with the status field displaying Implemented on the **CHANGE RECORD** page. - Yes: If selected, the CI can be revert to the previous version. - No: If selected, the CI cannot be reverted to the previous version. |

> [!NOTE]
> Note
> 
> While closing the CR, the fields **Actual PIR Date** and **Post Implementation Review** are mandatory for the following conditions:
> 
> - When the **Expedited** is set to Yes.
> - When Rolled Back is selected in the field **Is the Change Implemented or Rolled Back?**
> - When Change Implemented is selected in the field **Is the Change Implemented or Rolled Back?** No is selected in the field **Is the Change Successful?**, and the CAB Approver or Change Manager selects the **Is PIR Required** check box.
> - When the fields, **Planned Start Time** and **Actual Start Time** are different.

##### **CHANGE HISTORY**

Click **CHANGE HISTORY** to view the various changes that have occurred on the CR. This information is useful to track the various changes made on the CR.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Change_history_CM.png) Figure: CHANGE HISTORY pop-up page

The following table describes the fields on the **CHANGE HISTORY** page:

| **Field** | **Description** |
| --- | --- |
| Column Name | Displays the name of the field on which the change is made. |
| Change Date | Displays the date when the change is made. |
| Changed By | Displays the name of the user who made the change. |
| Old Value | Displays the old value of the field. |
| New Value | Displays the new value of the field. |

> [!NOTE]
> Note
> 
> On the **CHANGE HISTORY** pop-up, CR resubmission date and time are getting captured when the initiator resubmits the referred back Change Request. Also, the CR approver Remap details gets capture in the Change History.

**IMPORT TEMPLATE**

Click **IMPORT TEMPLATE** to import a configured template that can be used for creating Change Record(s). Select the Template name from the **Select Change Record Template** drop-down list you want to import.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Import_Template.png) Figure: IMPORT TEMPLATE pop-up page

**SAVE AS TEMPLATE**

Click the **SAVE AS TEMPLATE** icon to save a CR details as Template. Type in a name for the Template in the **Change Template Name text** box and click **SAVE TEMPLATE** to save the CR as a Template.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Save_as_Template.png) Figure: CREATE TEMPLATE pop-up page

**EDIT TEMPLATE**

Click **EDIT TEMPLATE** to edit a Template. On the **EDIT TEMPLATE** pop-up page, select the name of the Template you want to edit.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Edit_Template.png) Figure: EDIT TEMPLATE pop-up page

On the **CHANGE RECORD TEMPLATE** - NAME page is displayed with the details of the selected Template. Make the required changes and **SUBMIT**.

**EXPORT TO PDF**

To Export Change Request Details in PDF:

1. Click **EXPORT TO PDF** icon on the **ACTIONS** panel. The **EXPORT TO PDF** pop-up page displayed.
2. On the **EXPORT** **TO** **PDF** pop-up page, select the required sections to be displayed in the PDF.
3. Click **EXPORT.** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Export_to_PDF.png)

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

Figure: Exported PDF

**ATTACHMENTS**

By clicking the **ATTACHMENTS** icon, the Analyst can view all the attachments added to a Change Request. On the **ATTACHMENTS** pop-up, the attachments added under the following tabs, and the attachments added via Custom Fields, are displayed.

- GENERAL
- RISK
- TEST
- RELEASE ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Attachment(2).png)

**Field Description**

The following table describes the fields on the **ATTACHMENTS** pop-up:

| **Field** | **Description** |
| --- | --- |
| Record Type | This column displays record types such as **CR or Task**. |
| Group Name | This column displays the **Tab Name** or **Tab Name - Group Header Name** (In the case of Custom Group). |
| Field Name | This column displays the name of the field for which the attachment is being attached. |
| Attachment Name | This column displays the **Name of the Attachment**. |
| Uploaded Date | This column displays the attachment **Uploaded Date and Time**. |

### Closing CRs

The CAB members can change the **Status** of a CR to Closed and update the PI Review details to close the CR. It is mandatory to update the post implementation details before closing a CR.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-26d720on.png) Figure: CHANGE RECORD ID: Status is Closed

![POST IMPLEMENTATION REVIEW pop-up page](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-e0hyg513.png) Figure: POST IMPLEMENTATION REVIEW pop-up page

### Canceling CRs

Only the Change Requestor of a CR or Change Manager can cancel the CR by changing the **Status** of the CR to Canceled with **Reason for Cancellation**. Once the CR is authorized, the **Status** of the CR is changed to Initial Authorization and the CR cannot be canceled.

### View

#### **What is a view?**

A View consists of a set of pre-defined filter conditions. By selecting a View, the analyst can view the records that meet the filter conditions or criteria defined in that View. An Analyst can create or delete Views from both the **Tabular** view or the **Tile** view.

Note:

A view created by an analyst is not available to another analyst.

#### **Create a New View:**

To create a new View, the user needs to define **Filter** conditions.

#### **Adding Filter Conditions:**

A filter condition consists of the following parts:

- **Field**: Each field is a column in the table.
- **Operator**: Each field type has its own set of valid operators. Based on the field type the operators are displayed.
- **Value**: Each field has its own set of valid values determined by the Field type and Operator.

#### **What is a Filter Operator?**

In literal terms, an operator specifies how parameters relate to one another. The following table describes the list of operators with a short description.

Note:

Based on the selected field, the operates are populated in the **Operator** field.

**Scenario:**

Create a view to get a list of the Canceled CRs of the Information Technology Tenant. In this case, add conditions as shown below.

**Note**: Now, the **View All CRs** field is displayed by default, when a single **Tenant** is selected as shown below.

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

1. Click **Apply** to view records that meet the above filter conditions.
2. Click **Save As New**. The **SAVE** **VIEW** pop-up is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Save_View_CM.png)

Figure: SAVE VIEW pop-up
3. Type in the details for the other required fields under the **Views**, **Filters**, and **Configure Columns** section. For more information about the fields under these sections on the **SAVE VIEW** pop-up page, see [Field Description](/apex/docs/viewing-list-of-change-records#field-description).
4. Click **Submit**. A new View is created.

### **Field Description**

The following table describes the fields on the **SAVE** **VIEW** pop-up page:

| **Field** | **Description** |
| --- | --- |
| **Views** |
| View Name | Type in the name for the View. |
| Set As Default | Select the **Set As Default** check box to view the CRs that meet the filter conditions or criteria defined in that View. It reduces the user effort and time for repeated search actions with the same filter criteria. |
| **Filters** |
| Field | Each field is a column in the table. Select the required field from the drop-down list. |
| Operator | Based on selected field, the operates are populated in the **Operator** field. Select the required operator from the drop-down list. |
| Values | Each field has its own set of valid values determined by the field type and operator. Specify the values. |
| **Configure Columns** | Configure Columns option allows the Analyst to customize columns to appear and the order in which they appear in the **Tabular** or **Tile** view according to individual preferences. |
| Display Type | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-ukupo2bl.png) (**Tabular** **View**) icon: Click this icon to configure columns for Tabular view. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-6a7hq2tl.png) (**Tile** **View**) icon: Click this icon to configure columns for Tile view. |
| Available Columns | Lists the available columns. |
| Selected Columns | Lists the selected columns. **Note**: 1. Drag and drop the columns to be displayed on the page from the **Available Columns** to the **Selected Columns**. 2. Drag up or down to set the sequence in which the columns should be displayed on the page. |

#### **Apply a View**

Search and select the View from the drop-down list. The records will displayed based on the conditions defined in the selected view.

#### **Set as Default:**

**To Set Specific View as Default:**

1. Search and select a View from the drop-down list.
2. Click **Set As Default** link to make it default view.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/View_2.png)

Figure: Change Record List page- View

The selected view is set as default.

#### **Edit View**

**To Edit Specific View:**

1. Search and select a View from the drop-down list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/edit_view.png)
2. Click (Edit) icon. The **EDIT VIEW** pop-up page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Edited_View.png)

Figure: EDIT VIEW pop-up
3. Type in the details for the required fields under the **Views**, **Filters**, and **Configure Columns** section. For more information about the fields under these sections on the **EDIT VIEW** pop-up page.
4. Click **Submit**.

Note:

- The filter conditions of the selected view are reflected in the form of breadcrumbs/pill (refer below screenshot). Upon clicking a specific field, the Analyst can view the values selected for that field. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Filter_2.png)
- Click (delete) icon to remove a specific filter condition. The list page reloads and shows records based on remaining filter conditions.
- Click (delete) icon to remove a specific filter value. The list page reloads and shows records based on remaining filter values.
- Click (Reset) to reset the conditions to the initially configured condition for the selected view.
- Click **Clear** to reload the list page with the view, which was set as the default view.

#### **Delete View**

**To Delete Specific View:**

1. Search and select a View from the drop-down list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/delete_View.png)
2. Click (Delete) icon. The **DELETE VIEW** pop-up page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/delete_View_Confirm.png)

Figure: DELETE VIEW pop-up
3. Click **Delete** to delete the view.

### Filter

Under the filter section, specify filter conditions or criteria to view a particular set of Change Records.

**Adding Filter Conditions:**

A condition consists of the following parts:

- **Field**: Each field is a column in the table.
- **Operator**: Each field type has its own set of valid operators. Based on the field type the operators are displayed or loaded in the Operator field.
- **Value**: Each field has its own set of valid values determined by the field type and operator.

Note:

In the **Field** drop-down the analyst can view the following field groups.

- User Attributes
- Standard Attributes
- Date
- Additional Attributes
- Custom Fields

Under the **Custom Fields** section, the Analyst can view the Custom Attributes or Fields added for the Change Management module. For Custom Fields, the Operators are displayed based on Custom Field selection.

| **Fields** | **Operator Name** | **Operator** | **Function** |
| --- | --- | --- | --- |
| **User Attributes** - Change Requestor - Change Initiator **Standard Attributes** - Customer - Owner Workgroup - Assigned Workgroup - Analyst/Assigned To - Status - Change Category - Category - Impact - Urgency - Priority - Risk - Change Type - Is Down Time Required - System Impact - PIR Reviewer - Blackout Plan Tested - Change Implemented or Rolled Back - Change Successful **Additional** **Attributes** - Communication Plan Required | Equals | = | Find an exact match with the entered value. Example: Status **=** Open On the Change Record List page, the Analyst can view the CRs in Open status. |
| Not Equals | != | Find a match that should not be equal (exactly) to the entered value. **Example**: Status **!=** Canceled On the Change Record List page, the Analyst can view the CRs of all status except the CRs in the Canceled status. |
| Is one of | IN | Find matches with any one of the options that you select. Can select one or more options. **Example**: Status **IN** Closed and Canceled. On the Change Record List page, the Analyst can view the CRs in Closed status or canceled status or both status. |
| Is not one of | NOT IN | Find matches that do not match with any of the selected options. **Example**: Location **NOT** **IN** Closed and Canceled. On the Change Record List page, the Analyst can view the CRs of all status except the Closed and Canceled. |

| **Fields** | **Operator Name** | **Operator** | **Function** |
| --- | --- | --- | --- |
| **Standard Attributes** - CR ID - CI ID **Date** - Updated Since (In Days) - Registration Date - Updated Time - Planned Start Time - Planned End Time - Downtime Start Time - Downtime End Time - Release: Planned Start Time - Release: Planned End Time - Release: Actual Start Time - Release: Actual End Time - Implementation: Actual Start Time - Implementation: Actual End Time - Actual PIR Date **Note:** The IN (Is one of) Operator is not applicable for Date fields. | Equals | = | Find an exact match with the entered value. Example: CR ID = 444 On the Change Record List page, the Analyst can view the CR with the CR NO = CR444 |
| Greater than or equal to | >= | Find a match where the numerical value is equal or greater than the value entered. Example: CR ID >= 444 On the Change Record List page, the Analyst can view the Change Records whose CR ID is greater than or equal to 444. |
| Less than or equal to | <= | Find a match where the numerical value is equal or less than the value entered. Example: CR ID <= 444 On the Change Record List page, the Analyst can view the Change Records whose CR ID is less than or equal to 444 |
| Greater than | > | Find a match where the numerical value is greater than the value entered. Example: CR ID **>** 444 On the Change Record List page, the Analyst can view the Change Records whose CR ID is greater than 444. |
| Less than | < | Find a match where the numerical value is less than the value entered. Example: CR ID < 444 On the Change Record List page, the Analyst can view the Change Records whose CR ID is less than 444. |
| Between | Between | Find a match where the numerical value is between the first and second value inclusive. Example: CR ID **Between** 444 and 450 On the Change Record List page, the Analyst can view CR444, CR445, CR446, CR447, CR448, CR449, and CR450. |
| Is one of | IN | Find matches with any one of the options that you select. Can select one or more options. Example: CR ID **IN** 79, 80 On the Change Record List page, the Analyst can view the CR79 or CR80 or both CRs. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-7234n7zn.png) |
| **Standard Attributes** - Proposed for Standard Change - Has Attachment **Additional** **Attributes** - View Only Refer Back CRs | Equals | = | Find an exact match with the value. **Example**: Has Attachment **=** Yes On the Change Record List page, the Analyst can view all CRs has attachments. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-2jx2gy8j.png) |
| **Standard Attributes** - Trigger For Change - Release Plan - Test Plan - Post Implementation Review - Description - Information | Contains | Contains | Use this operator, when you know your value/text, but not the exact value/text. Example: Description **Contains** Microsoft. Displays all the Change Records where Description **Contains** Microsoft. **Note**: In the Values field, the users can search for a keywords (user input) using basic operators (AND, OR, NOT, Quotes, Parenthesis, and Asterisk), to produce more accurate and more relevant results. |

### **Configure Columns**

Click **CONFIGURE COLUMNS** to customize the columns on the page.

**To personalize columns:**

1. Click the **Configure Columns** icon. The **CONFIGURE COLUMNS** pop-up page displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CC(2).png)

Figure: CONFIGURE COLUMNS pop-up page
2. Select **Display Type** (Tile View or Tabular View).
3. Drag and drop the columns to be displayed on the page from the **Available Columns** to the **Selected Columns**.
4. **Drag Up** or **Down** to specify the sequence in which the columns should be displayed on the page.
5. Click **SUBMIT**. The list reloads to show the changes.

> [!NOTE]
> Note
> 
> The following new columns are available in the Available Columns of CONFIGURE COLUMNS pop-up page

| **Page Name** | **Columns** |
| --- | --- |
| Change Record List page | - - Change Requestor - Change Initiator - Assigned To - Customer - Updated Time - Closure Code - Tenant - Urgency - Approval Status - Workflow Details |

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-nxwqay82.png)Approvers in the Workflow Details

In the Analyst view, earlier there was no option to view the Approver details or Level details where a Change Record is stuck waiting for its approval. To overcome this difficulty, from Tahoe SP3 release onwards, Change Record List page displays Workflow Details of a Change Record where an Analyst can easily identify the Approver or Level details with which a CR is blocked from progressing. This would help an Analyst to fast-track the progress by easily identifying the blockers and addressing the delay effectively.

This feature will be available only if Workflow Details is configured as a new column under Selected Columns as depicted in the following figure (**Change** > **Change Record List** > **Filters** > **Configure Columns** > Drag and drop Workflow Details from Available Columns to Selected Columns > **Submit**).

After the configuration, Workflow Details is displayed as an entry in the tile view or as a new column in the tabular(grid) view on the Change Record List page.

In the Tabular view of Change Record List page, Workflow Details would be added as one new column.

Workflow Details column displays the current approver level in which CR is pending as well as the details of the approvers for the corresponding Change Request. By Default, a single approver name will be shown in the grid. If there are multiple approvers, an approver name is displayed in the grid along with + remaining members.

**Case 1: Single/Multiple Approvers**

Click the **More** hyperlink in Workflow Details column to view the details of the approver level and approver(s) in a pop-up. The name of the approval block as it is configured in the workflow, the current level of approval and the name of the approver(s) are displayed in the APPROVER DETAILS pop-up.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-hqnysrtf.png)

Figure: APPROVERS DETAILS pop-up (Multiple Approvers)

The approvers who have already approved the change would be displayed in green color, the approvers who have rejected the change would be displayed in red as well as those who are yet to approve are displayed in amber color.

**Case 2: Mandatory Approver**

If there is a mandatory approver in any level, the corresponding approver name would be followed by an Asterisk on the APPROVERS DETAILS pop-up page.

Figure: APPROVERS DETAILS Pop-up (Mandatory Approver displayed with Asterisk)

**Case 3: Refer Back**

When a Change record is Referred Back to the caller, the corresponding details would be displayed in the grid.

Click the **More** hyperlink to display the Approver level name, Approver name, Status and the initial caller name details in the APPROVERS DETAILS pop-up page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-mpnargmw.png)

Figure: APPROVERS DETAILS pop-up (Referred Back to Caller)

**Case 4: Task Details**

In the instance where the workflow has reached the Task part of the workflow, the Workflow Details column displays the corresponding task details. The Assigned workgroup name would be displayed in the Workflow Details column.

Click the **More** link to display the approver details. When the task is assigned to an analyst the Analyst name would be updated in the APPROVER DETAILS pop-up.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-yvckdk5m.png)

Figure: Approver Details of a Task

#### **ACTIONS**

This section explains all the icons displayed on the **ACTIONS** panel of the **CHANGE RECORD LIST** page.

**NEW CHANGE RECORD**

Click **NEW CHANGE RECORD** to create a new Change Record. For more information about creating Change Records, see [Creating Change Records (CRs).](https://eitdocs.atlassian.net/wiki/wiki/spaces/ELSP3i/pages/19836609/Creating+Change+Records)

**EXPORT** **TO** **EXCEL**

Click the **EXPORT** **TO** **EXCEL** icon on the **ACTIONS** panel to export Change Requests on a particular page to a Microsoft Excel Sheet.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/viewinglistofchangerecords-image-upo7qf3i.png)

**EXPORT ALL**

Click the **EXPORT ALL** icon on the **ACTIONS** panel to export all the Change Requests to a Microsoft Excel Sheet.