The Related Requests sidebar is automatically displayed when a Change Request is linked to other Requests.
RFCs can be linked in the following ways:
Using the Group option within the RFC list
Using the Change Group feature under the Change tab
Linking requests within the RFC's Analysis tab
A
result of multi-Item Request creation.
Any Requests that belong to a Group can be
viewed within the Related sidebar window, inside the Change Information
screen. Within this window, all related Requests are listed and can be
controlled as one. For example, Notes can be applied to all related Requests,
or the entire Group can be closed.
The details of a Related Request can be viewed by hovering the mouse over the colored Icon. Click on the same Icon and the system moves to the Change Information screen of that related Request.
The Bulk option allows one or more related Requests to have the following information updated simultaneously:
Priority, Workflow, Status, Team, Escalation Layer & Technician
Notification method and recipients
Request Classification
Items
Description, Attachments and Notes.
To bulk update for any of the above elements:
Select Change>Change Requests
Click on the Request # link of the relevant Grouped Request
Tick the checkboxes of the appropriate requests in the Related sidebar that are to be updated
Select
The system displays the Bulk Editor screen.
The system does not allow Requests with a status of Pending-No Contract to be updated. If the Bulk update is only associated with Requests of this Status, an error message is displayed.
Amend the appropriate element as per the above list
Click Save.
To remove a request from a Group:
Go to Change>Change
Requests
Or, within Change>Change Groups select the Group # link and move
to the Elements tab
Click on the Request # hyperlink of a Grouped Request
Click
The RFC opens in Edit mode and checkboxes become available next to
the requests in the Related sidebar.
Tick the checkboxes of the requests to be removed
Select .
The marked requests are removed from the Group.
Requests within the Related sidebar can be closed individually by moving the Workflow State to a Closed State within the Change Information Screen. Grouped Requests can also be closed as a group, by changing the Request Status to an Exit State as part of a Bulk update. (See Bulk Updates above.)