To successfully create an RFC, the Request must be profiled by completing the Request Type, Classification and Description details. Within the Details tab, there is also the option to select any relevant Quick Call Templates that have been configured for the Item Type assigned to the RFC.
To profile the RFC:
Define
the Request Type
The New Change Request option is locked in if there are no Quick Call
templates available for the Item or Process.
Select
a Classification
If multiple Items are assigned to the Change, the option to assign
a specific Classification for each Item Request is provided.
Complete any required customized fields
Define the Subject content, if desired
Enter
all relevant information within the Description field
This is a mandatory field.
Click Done to enter
the new RFC into the database.
When a Change is submitted successfully, the RFC Summary
Tab is displayed. If the Force Analysis functionality is
enabled in the application's Setup, the system will move to the Analysis
Tab.
It is recommended that a summary be included in the Subject field, as the details recorded in the Subject field are displayed in scroll-over summaries throughout the application. For example, when a new Request is being entered for a Customer, a Recent Customer Requests list is displayed during the Request creation process for all Items the Customer owns either directly or via shared ownership. The Requests list includes a scroll-over summary where Subject content is displayed, if the Subject is completed for a Request. Subject information can also be included within a column in the Change Requests List View, for a quick glance summary of a Change Request.
