Manage Change Type
  • 04 Jul 2024
  • 2 Minutes to read
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Manage Change Type

  • PDF

Article summary

This topic comprises the following sections:

Configure Change Type

You can configure or modify the Change Types for Change Records (CRs) within a Tenant. You can select a pre-configured source change type to define a New Change Type.

To configure a Change Type, perform the following steps:

  1. Navigate to Design Studio > Select Module > Configuration > Change Masters > Change Type.
    The Change Type Listing page is displayed.

  2.  Click New to create a new Change Type.
    The Change Type ID page is displayed.
    Figure: Change Type ID

  3. Enter the required details as describe in the following table and click Save.

    FieldDescription
    Department*Select the Tenant from the list to specify the Change Type. The Department configured for the Change Management module are displayed.
    Source Change Type*The Source Change Type configured for the selected department displayed, by default. 
    DescriptionEnter the brief description of the Change Type.
    Change Type*Enter the name of the Change Type in the Change Type text box which help in identifying the scope, impact, and level of control required for managing the change type effectively.
    Sort orderSelect the sort order for the Change Type based on which the Change Type is prioritized.
    The Sort Order field accepts values from 0 to 999. The Change Type is executed alphabetically on the pages irrespective of the number of Change Type that are configured with the same Sort Order or without any sort order.
    DefaultSelect the check box to display the Change Type for the selected Department, by default.
    ActiveSelect the check box, to activate the Change Type on list page and will be available across the Change where ever the Change Type is applicable.
Note

An asterisk (*) represents mandatory field.

View Change Type

The Change Type listing screen enables you to view the organized structure of the created Change Type to make it easier to understand the overall changes management practices.

To view the created categories, you can navigate to Design Studio > Select Module > Configuration > Change Masters > Change Type.
The Change Type listing page is displayed.
Figure: Change Manager - Listing Page

ButtonDescription
This icon provides you with the capability to arrange the column names according to your specific criteria or preferences. You can click to drag up or down for re-ordering of the row.
Search icon provides a quick and easily recognizable way for users to access a search the required details without navigating through multiple elements.
The Export icon enables you to generate and download the current page or all pages displayed on the screen as an Excel spreadsheet.   
Title View
The title view presents the data into a tile-based format, providing a graphical representation of items or content. This view is particularly beneficial for users who prefer a more visually intuitive and interactive way of exploring and engaging with the data, allowing for quick recognition and easy navigation.

List View
The list view organizes the data in a list format, offering a concise and information-dense presentation. List view is advantageous for users who prefer a systematic and detailed overview of items or content, making it easier to scan through and locate specific information efficiently.



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