Manage Impact
  • 14 Dec 2023
  • 4 Minutes to read
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Manage Impact

  • PDF

Article summary

Effectively manage Impact for Change Requests and keep a close eye on everything!

Access to view the list of configured Impact values for Change requests is an essential part of managing the Impact values. Manage the configured Impact values to stay updated with the important notifications, additional information, or clarifications directly through the platform. This helps in maintaining transparency and accountability.

View

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

To view the list of configured Impact values and view any specific Impact value, perform the following steps:

  1. Navigate to Service Management > Select the role as Administrator.
  2. Select Module > Change > Configurations > Change SLA Configs > Impact.
  3. The Impact list page is displayed. A sample screenshot is shown below:
    Figure: List Page - Grid, Filters, Search
    A specific list of Impact values can be viewed based on applied filters or search criteria.
  4. Click icon to view the details of the configured Impact value. (Refer the below sample screenshot)
    Figure: View Impact details <need to update the screenshot>
  5. The Impact details page is displayed. Click Cancel to close the details page and return to the Impact list page.
    Figure: Impact details page <need to update the screenshot>
  6. Click icon to view the Impact details in a new tab or in a new window.
    Figure: Open Impact ID <need to update the screenshot>
  7. The Impact ID details page is displayed. Click Reset to clear all the filed in details. Click Cancel to exit the process and go back to the list page without making any changes. Click Save to save the updated information on the Impact ID details page.
    Figure: Impact ID details page <need to update the screenshot>

Grid

Manage how you want to view the list of configured Impact ID using two different views.
Figure: Grid and list view <need to update the screenshot>

To view the configured Impact list page in different views, perform the following steps. 

  1. On the Impact list page, click Grid icon on the top right corner just above the list of forms. It displays all configured Impact values in a grid view. The information for an individual form is displayed in tabular form.
  2. On the Impact list page, click List icon on the top right corner just above the list of forms. It displays all configured Impact values in a list view.

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 focus on the required data with better analyzation. You can apply filters on individual columns as well as per your requirement.

To apply filters on individual columns, perform the following steps:

  1. On the list page, click the filter associated with individual column. A sample screenshot is shown below:
    Figure: Filters - Individual Column <need to update the screenshot>

  2.  Specify the filter criteria based on your requirement. A sample screenshot is shown below:
    Figure: Filters - popup <need to update the screenshot>

  3. Click the Filter icon to view the following filter options. 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.

  4. 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
    • Less than
    • Less than or equal to
    • Greater than
    • Greater than or equal to
    • Date is 
    • Date is not
    • Date is before
    • Date is after
    • Active
    • Not Active
      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 
  5. You can click Clear to clear the configured filter and click Apply to set the filter condition.

You can change which columns will appear on the Impact list page in which order by clicking icon.
Figure: Show columns <need to update the screenshot>

You can drag the column up and down as per the requirement to reorder the display of columns.

Figure: Sort columns <need to update the screenshot>

Add or remove the columns to be displayed on the Impact list page by clicking on the checkbox next to the columns. (Refer the below sample screenshot)

Figure: Add columns - list page <need to update the screenshot>

Click Save to save the new view of columns for the Impact list page. Click Cancel to revert all the changes made and close the pop-up. Click Clear All to remove all the applied column view settings.

Search

The Search function enables you to search the configured Impact values. You can click the search icon and type the specific Impact ID or the description for the Impact value which you want to search. The application displays the result in the result section for the typed Impact ID details. A sample screenshot is shown below:

Figure: Search Impact ID <need to update the screenshot>

Click (close icon) to clear the searched criteria entered.

Edit

The edit Impact ID enables you to edit configured Impact ID details based on the requirement.

To edit Impact ID details, perform the following steps:

  1. Navigate to Service Management > Select the role as Administrator.
  2. Select Module > Change > Configurations > Change Masters > Impact. The Impact list page is displayed.
  3. Click the ID hyperlink to view the configured details for the Change Request.
    Figure: Impact ID Details page <need to update the screenshot>

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

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