Change Requests (RFCs)

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.
My Change Requests (Active)	Displays all Change Requests in an active Workflow State that are assigned to the logged-in User.
My Change Requests (All)	Displays all Change Requests, in active and inactive Workflow States, that are assigned to the logged-in User.
My Teams Change Requests (Active)	Displays all Change Requests in an active Workflow State, allocated to the Teams with which the User is associated.
My Teams Change Requests (All)	Displays all the Change Requests, in active and inactive Workflow States, allocated to the Teams with which the User is associated.
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.

Creating an RFC:

To create an RFC within the Change Requests tab, the following information is required:

• Customer Details

• Item Details

• Contract Details

• Classification and Description.

Change Request Search Tips:

• 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 is displayed

• To search by Classification, select an Item Category from the Category drop-down list. After the category is chosen, a list of Classifications is 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 enabled for that Item.

RSS Feeds

To easily access up to the minute details regarding Change Request activity within an RSS feed browser bookmark, Users can subscribe to RSS feeds by selecting the RSS button within the Change Request list. When the RSS button is selected, Users are presented with the application options for subscribing to receive the information and where the Recent Activity information is to be accessed. To readily access the information through a browser window, save the feed the to the Bookmark Bar.

The following is an example of the information obtained by clicking on the RSS bookmark: