Home > Change Management
Manager access provides a read only view of Change Requests logged with the application.
The Change Request tab defaults to display all Requests for Change (RFCs)
logged within the system. The available List Filters include:
Filter |
Description |
All Change Requests |
Displays all Change Requests logged in the system regardless of their Status or Assignment. |
Pending Approvals |
Provides the User with quick access to a list of Change Requests that require Manager approval. (This is only available if the User has Manager access.) |
The default display is ten RFCs per batch. The list can be re-sorted by clicking on a column header and the number of RFCs displayed per batch can be altered using the Display pop-up option.
Note the Change Request search option has a default Status to search only Active Requests. To ensure search success, select the relevant Incident Status, if unsure, select All
To search for multiple RFC numbers at once, insert a comma separator between ID numbers
To search based on an RFC status, select the RFC Workflow option from the Workflow drop-down list. Once selected, a list of states will be displayed
To search by Classification, select an Item Category from the Category drop-down list. After the category is chosen, a list of Classifications are displayed
To search based on the content of an RFC Description, select the Full Text option within the Search and enter a relevant term (See: Full text searches.)
To search using an Item's Custom field information, select the Item Category to display any Custom Fields enable for that Item.
To view RFC details, select the relevant RFC Reference # hyperlink and the screen will default to the Summary tab. The Summary tab provides comprehensive details related to the RFC.
The summary information includes the following:
Summary Tab |
Description |
---|---|
Contact |
Displays the Customer assigned to the RFC and their contact information. Click on the Customer Name or Org.Unit link for more details relating to Customer and Org Unit.
To update the Customer details assigned to the request, click on the Customer tab and ensure the Request is in edit mode. |
Item |
Displays the Item assigned
to the RFC. Scroll over
Click
|
Details |
|
Classification |
Displays the RFC Classification that was selected when the Change Request was created. This can be updated, if required. |
Priority |
Shows the Priority of the RFC, which determines the Service Level triggers applied to the Request. If the Derived option is enabled in the applications Setup, then the Urgency and Impact drop-down lists are displayed. The User is required to select the corresponding Urgency and Impact for the Change Request to alter the Priority assigned. See Priority. |
Escalation |
This is visible if the Escalation Control option is enabled in the application Setup. This is only available to the Supervisor, and allows them to disable the escalation timers. See Escalation. |
Escalation Layer |
Shows the name of the current Group of Users assigned to the Request. When the Workflow State is updated, this could also result in an update of the assigned Group of Users. |
Technician |
The name of the Technician assigned to the RFC. |
Notification |
|
Customer |
Shows how updates regarding the RFC are sent to the Customer who logged the RFC, or to all Owners of the Item associated with the RFC. Customer CCs is a free text field for any additional notification recipients, these can be divided into Customer and Technician CC lists. See Notification. |
Technician |
Allows the User to adjust the default Technician notification between None, Email or SMS for updating the assigned Technician, all Technicians in the Team or Layer of Escalation assigned to the RFC.
Technician CCs is a free text field for any additional notification recipients, these can be divided into Customer and Technician CC lists. See Notification. |
Alternate Team |
Is visible if the Notify Alternate Team option is enabled in the Admin>Email>Setup tab. This allows the User to define another Team to be notified about updates regarding the RFC. |
Change Request |
|
Team |
Displays the default support Team assigned to the RFC. This can be changed by selecting another option within the drop-down list. The Team list is derived from the Workflow and Workflow State. |
Workflow |
Displays the default Workflow assigned to the RFC. This can be changed by selecting another option within the drop-down list. The Workflow list is derived from the SLA assigned to the RFC. Select |
Status |
Shows the current Workflow State of the RFC. See Status. |
Next Action |
Lists all the states available
after the current RFC State. This is based on the Workflow assigned
to the RFC. To move the RFC through the Workflow, select a Status
included in the list displayed. |
Status Due |
Details the expiry time for the current Workflow State if the State has an OLA assigned. |
Service Terms |
|
Agreement |
Displays the Service Level Agreement assigned to the RFC. The service level is derived from either the Item, Customer or Organizational Unit. |
Service Manager |
Displays the name of the Service Level Manager responsible for overseeing Requests related to the assigned service agreement. |
Progress |
Visually displays how the RFC is tracking against the assigned SLA and displays the percentage of SLA used when greater than 10%. The grey progress bar is gradually filled in based on the status:
|
Dates |
Summarizes the important date details for the RFC. The Due Date is automatically calculated based on the Service Level assigned to the RFC. See: Request Details. |
Time Recorded |
Displays the amount of time the Request has been open and worked on. See: Time Recorded. |
Affects |
Displays the number of Users assigned to the Item. |
The following information is available within the Change Request Summary Tab information screen:
See: Description Tab
See: Notes Tab
See: Attachments Tab
See: Impact Tab
See: Audit Tab
See: Related Requests
See: RFC Approval Process for Managers.