Change Record List
- 16 Jul 2025
- 7 Minutes to read
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Change Record List
- Updated on 16 Jul 2025
- 7 Minutes to read
- Print
- PDF
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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:
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.
On the Change Record List page, a list of all the CRs is displayed.
Figure: Change Record List Tile View
Figure: Change Record List Tabular View
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.
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, see Creating Change Records.
Figure: Change Record ID page
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.
Figure: Initiator Name page
Note
On the Workflow section, click the block to view the details.
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.
Figure: Alert Configuration
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
This icon is enabled only if the status of the CR is Requested.
CAB info
You can view the CAB information of the specific CR in this section. The fields on this section are not editable.
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.
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. |
Approver CR authorization
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).
|
Remarks | The Authorizer types in the comments. |
Approve CR - CAB Approval
PI 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.
Figure: PI Review
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.
|
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.
|
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.
Figure: Change Historypop-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:
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.
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
Figure: Attachments pop-up
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. |
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