Manage Lead Period

Assess and reduce your Lead Periods by smartly managing your Lead Periods!

View

You can view the list of configured Lead Period values for Change Requests using following options:

• Filters
• Search
• Edit

To view the list of configured Lead Periods, perform the following steps:

1. Navigate to Design Studio > Select Application > Select Module > Change > Configurations > Others (CM) > Lead Period.
2. The Lead Period list page is displayed. A sample screenshot is shown below:
   

The above page displays the list of configured Lead Period values for the Change Requests. A specific list of Lead Periods can be viewed based on applied filters or search criteria. 

Filters

You have the provision to apply filters on all of the columns or on an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can now focus on relevant data and quickly identify the information required, leading to improved data organization and clarity.

You can apply the individual filters on all the columns. Also, you can arrange the rows in ascending order or descending order.

To apply filters on all the columns as well as on individual columns, perform the following steps:
1. On the Lead List page, click Filters icon on the top left corner just next to Change Type. 

2. Specify the filter criteria based on your requirement. Select the Match All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.
3.Select the option to compare the data based on the conditions. Available options are as follows:

• • Starts With
  • Contains
  • Not contains
  • Ends with
  • Equals
• Not equals
  Note

  The following filter options are available for numeric column values:

  • Less than
  • Less than or equal to
  • Greater than
  • Greater than or equal to

  The following filter options are available for date column values:

  • Date is 
  • Date is not
  • Date is before
  • Date is after

  The following filter options are available for toggle switch Active:

  • Active
  • Not Active 
  4. You can click Clear to clear the configured filter and click Apply to set the filter condition.

Search
The Search function enables you to search the configured Lead Period value(s). You can click the search icon and type the Lead Period value(s) which you want to search.

The application displays the result in the result section for the typed Lead Period value(s). Click X (close icon) to clear the searched criteria entered.

Edit

The edit Lead Period value(s) enables you to edit configured values based on the requirement.

To edit details, perform the following steps:

1. Navigate to Design Studio, select the required application. Select Change Management from the module.
   
2. Navigate to Configurations > Others (CM). The Change Request list page is displayed. Click the ID hyperlink to view the configured details for the Change Request.

   3.  Edit the required details of the form and click Save and then click Submit after the Summary tab to save the modified changes.