Status Configuration
  • 17 Jul 2025
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Status Configuration

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Article summary

What is Change Record Status?

You can create, enable or disable the additional Status values for Change Management in addition to the standard Change Record Status values (see: Change Record Status) . These new statuses can be used in the Change Workflow and helps to identify the exact stage of the Change Request as per the customer's Change process.

Information

New status ‘Under Review’ and ‘Review Complete’ are added to identify the stage of the Change Request while undergoing review (‘Under Review’) and once review is completed the status changes to ‘Review Complete’.

To configure status, perform the following steps:

  1. Navigate to Change > Configuration > Status Configuration.
    The Status Configuration page is displayed.

    Figure: Status Configuration

  2. From the left pane, hover and click Add New.
    The New Status page is displayed.

    Figure: New Status

  3. Enter the required details and click Save. For information about the field on the New Status pop-up page, see Field Description.

Field Description

The following table describes the fields on the New Status page.

Field

Description

Status

Specify the name of the Status.

Show in CR

If Show in CR checkbox is selected, the configured  Status becomes enabled, and appears in the Status selection drop-down list for the selected Department.

Is Mandatory

If Is Mandatory checkbox is selected, you cannot disabled the configured Status.

Status

The list of configured Statuses are displayed on the Status Configuration page under Details section.
Figure: Status Configuration page: List of Statuses

Status Configuration ID column in the Details table displays the ID associated with every configuration.

  • You cannot disable the greyed out status checkboxes because they are configured as mandatory during status creation.

  • To disable a non-mandatory status, unselect the associated check box and click Submit. The status disappears from the CR Status dropdown lists.


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