Initiating a Change Request
Change requests can only be implemented using pre-defined templates. If more than one template exists for this class of object, you must make a selection using a radio button before clicking the Create button. The change request form is now called into the Content pane, as shown below.
The following fields are required:
| Field | Description |
|---|---|
| Number | Unique tracking number. Defaults to the next number in sequence based on the defined mask of the template, but can be edited manually if needed. |
| Requestor | Person making the request. Defaults to the identity of the user currently logged in |
| Organization | Affiliation of the requestor |
| Date Requested | Defaults to the current date |
| Description | Descriptive text of the change |
| Reason | Explanation of the need for change |
| Priority | User-defined menu of priority levels, used for searching, sorting and reporting |
| Category | Pre-defined menu, also used for searching, sorting and reporting |
In addition to these required fields, the change request form may have many additional fields, as defined by the template. These typically include estimated recurring and non-recurring costs of the proposed change, technical review comments, and so on.
There may also be further dialogs for such related topics as affected documents, keywords, responsibilities, and so on. Click the expansion buttons to expose these.
As soon as the new change request has been added, the affected object that was selected to be changed appears either in the Affected Documents, Affected Physical items, Affected Virtual Item Groups topics.
