Analysis Tab

Analysis

Within the Change Request Analysis tab Backout Procedures can be created or the current RFC can be related to other requests. The options within the Change Request Analysis tab include:

Analysis Tab Drop-down Options
New Solution	Displays Knowledge Base editor to allow the User to enter a new Solution. Solution Articles are used as Proposed Solutions for future requests. See: Solution Article.
New Backout Procedure	Allows the User to create fallback plan, should the implementation of the Change Request not go to plan.
Link Incident	Allows the User to enter full text or ID number to search on Incidents. Select a No. link to immediately link the current RFC to Incidents.
Link Problem	Allows the User to enter full text or ID number to search on Problems. Select a Problem ID number to immediately link the current RFC to Problems.
Link Change Request	Allows the User to enter full text or ID number to search on Change Requests. Select a Change Request ID number to immediately link the current RFC with other Change Requests.
New Release	Allows the User to create a new Release package that is automatically associated to the RFC to manage the environment update.
Link Release	Allows the User to associate the RFC to an existing Release.
Alerts	Allows the User to create an Alert directly related to the Request. Displays any reminder alerts that have been created in the Summary tab of the Request. Select the Alerts option to view Alerts list, and click on an Alert Publish Date to view Alert Content.

Creating a Backout Procedure

RFC's can implement a Backout Procedure if a necessary fallback plan is required.

To create a Backout Procedure:

Select an RFC from Change > Change Requests
Go to the Analysis tab
Click Edit
From the drop-down list select New Backout Procedure
Adjust the Review Date, if relevant
Complete the Summary and Content fields
Upload any relevant attachments
Click Save.

Once the Backout Procedure is created for an RFC it can be viewed via the Request. To view a Backout Procedure:

Select the Analysis tab for the RFC
Select the View Backout Procedure option.
The page will expand to display the article.

Linking Requests

Within the Analysis tab, RFC's can be linked to other Incidents, Problems, Change Requests and Releases that are new or pre-existing.

Link with Requests
Link Incident	Allows User to enter full text or ID number to search on Incidents. Select an Incident ID number to immediately link the current RFC to an grouped Incident.
Link Problem	Allows the User to enter full text or ID number to search on Problems. Select a Problem ID number to immediately link the current RFC to a grouped Problem.
Link Change Request	Allows the User to enter full text or ID number to search on Change Requests. Select a Change Request ID number to immediately link the current RFC to a grouped Change Request.
Link Release	Allows the User to enter full text or ID number to search on Releases. Select a Release ID number to immediately link the current RFC to an existing Release group.
New Release	Allows the User to create a Release and manage the RFC implementation as part of Release and Deployment lifecycle. When selected, the screen defaults to a New Release Information window, where the Title and Description can be entered and other options edited and automatically associates the current RFC. For further information about Releases see: Release Management.

To link a request to a Group, within the Analysis tab:

Select Edit
Search for a Request Group using the full text or ID option
Select the relevant search result ID number.
This automatically adds the current RFC with the existing group.

Creating an Alert

Within the Analysis tab, an Alert that is associated with the Request can be created by:

Select Edit within the Analysis tab
Select the Alerts option in the drop-down list
The New button is made accessible
Click New

Refine the content for each required field

Alert Details	Description
Created	The current date and time.
Publish	The date the Alert is published. Use the calendar icon to the right of the field, to select a Publish date. Set to a date in the future, or use the default to publish the Alert immediately.
Dismiss	The date the Alert ceases to be available. Use the calendar icon to the right of the field, to select a Publish date. On this date, the Alert will disappear from a User's Alert list.
Severity	The type of Alert to be published. The choices are: Information – for general Alerts Warning – to warn Users of potential issues Urgent – to publish an urgent actionable message. The icon appearing with the message will depend on the type of Alert.
User	The type of Users to receive the Alert, which include: Specific Customer or User User Role Personal Alert Organizational Units. In the Find User or Customer list, click search to select the recipient from the drop-down list. An Alert sent to a User Role will go to all Users with that Role. A personal Alert appears on the User's own screen at the Publish date.
Title	Enter the title of the Alert.
Message	Enter the main content of the Alert.

Click Save.