Manage Change Request

Updated on 03 Apr 2024
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You can view the list of Change Requests created by you. Once a CR is created, you cannot change any fields. You can only update the additional information for the CR. The CR is available in Draft status until the Analyst changes it to Requested status.

To view or update the CR, perform the following steps:

Navigate to Change > Manage Change > My Change Request.
The My Change Request list page is displayed.
Figure: Change Record - Listing Page
Click the CR ID hyperlink from the list, to open the CR.
Enter the required details and click Save.
The updates are displayed under INFORMATION section.

Notes

CRs created by the End Users are displayed on the MY CHANGE REQUEST page in Draft status.
When Analysts fill in all the information and start actual CR Workflow, the CR Status changes to Requested.
Once a CR created by the End User, a notification e-mail is sent to the End User and members of the Owner Workgroup.
On the MY CHANGE REQUESTS page, click ADD NEW to create a new Change Request.

The different icons that are available in the View Change Record listing page are explained in the following table:

Icon	Description
	Click preview icon to view the details of a newly created Change Request.
	Click to open the newly created Change Record details page in a new tab or in a new window.

This CR listing page comprises following components:

Filter

The Advanced Filter icon is utilized to set up filters with more detailed criteria for searching or viewing records..

Show Column

The Show Column screen enables you to tailor the layout of the listing screen to better align with your workflow, making it more efficient and user-friend. Click icon to align the Analyst(s) grids based on the requirement.
Figure: Show Control

You can drag the row in the new position while holding the mouse button to the icon, drag the row to its new position. As you move it, you might see a placeholder or an indicator showing where the row will be placed. On re-ordering the rows, you can click Save to save the ordering. To clear the configured grid click Clear All.

Filter Condition

The filter conditions are used to set the criteria applied to the created records and refine the visibility of specific information. The filter conditions are explained in the following table:

Condition	Description
Equal	The Equal condition enables you to find exact record and pick records that have a certain value in a specific category, making it easier to focus on what meets a particular requirement.
Not Equal	The Not Equal condition enables you to find records that are different from a specific rule, allowing you to leave out data that has a particular value in a chosen category.
Greater Than	The Greater Than condition highlight records with values that surpass a specified limit, offering a means to include data where a particular field value is greater than the defined threshold.
Less Than	The Less Than condition highlight records with values that are below a specified limit, offering a means to include data where a particular field value is less than the defined threshold.
Greater than or equal to	The Greater than or Equal To condition highlight records with values that are equal to or surpass a specified limit, offering a means to include data where a particular field value is equal to or greater than the defined threshold.
In Between	The In Between condition is likely denotes a condition for selecting records within a specified numerical range in a particular field.
Is Empty	The Is Empty condition highlight records where a specific field does not contain any information, allowing users to identify instances where data is missing or not yet provided.
Is One Of	The Is One Of condition highlight records where a particular field has a value that is included in a specified list of options, offering a means to include data based on a set of predefined choices.
Changes	The Changes condition filter records that specifically pertain to change requests, allowing users to focus on and manage information related to the process of introducing modifications.
Doesn't Change	The Doesn't Change is likely indicates a condition for selecting records that are not associated with change requests, allowing users to focus on and manage information unrelated to the process of making changes.
Changes From	The Change From is likely indicates a condition for selecting records that are associated with change from a specific user.
Is Not One Of	The Is Not One Of condition highlight records where a particular field does not have a value that is included in a specified list of options, offering a means to exclude data based on a set of predefined choices.
Dynamic	The Dynamic condition provides an ability to interactively set and change filter criteria, giving them flexibility and control over the data they want to view based on their specific needs.

Filter

The Filter screen empowers you to selectively filter and manage records by setting specific criteria, and streamlining the process of finding relevant information. For more information on the field description, refer the View section.

Figure: Filter

Search

The Search feature allows you to look for configured records. Click search icon, enter the name of the record you are searching for, and the application will show the results in the dedicated result section for the specified record.

Export

The Export button enables you to export downloadable file or transfer data from the application to an excel file format. It provides you with the flexibility to utilize data beyond the application's immediate interface and enabling various tasks such as backup, analysis, sharing, and compliance.

To export the details, clickexport icon and navigate to the following options to export it:

Export Current Page : Export Current Page feature empowers you to download and retain a snapshot of the data currently displayed on the application screen, providing convenience and flexibility in working with the information.
Export All : The Export All option empowers you to download and retain the entire set of records within the application.

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