SummitAI Service Management Help
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You can view the list of Change Records (CRs) to which you have access.
- You can view the CRs in the Tile view or Tabular view.
- You can search for the CRs using the Filters icon on the ACTIONS panel.
To view or update CRs:
- Select Change > User > Change Record List. Alternatively, if you are an Analyst, you can view the CRs assigned to your Workgroup or you by selecting Dashboard > ANALYST DASHBOARD > CHANGE RECORD > MY WORKGROUP or ASSIGNED TO ME.
- On the CHANGE RECORD LIST page, a list of all the CRs is displayed.
Figure: CHANGE RECORD LIST page (Tile view) 
Figure: CHANGE RECORD LIST page (Tabular view)
3. Select the CR NO of the CR that you want to view or update. The following page is displayed with all the details about the CR. For information about the fields on the CHANGE RECORD ID page, see Creating Change Records.
Figure: CHANGE RECORD ID page
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On the Workflow section, click the block to view the details. |
Closing CRs
The CAB members can change the Status of a CR to Closed and update the PI Review details to close the CR. It is mandatory to update the post implementation details before closing a CR.
Figure: CHANGE RECORD ID: Status is Closed
Figure: POST IMPLEMENTATION REVIEW pop-up page
Canceling CRs
Only the Change Requestor of a CR or Change Manager can cancel the CR by changing the Status of the CR to Canceled with Reason for Cancellation. Once the CR is authorized, the Status of the CR is changed to Initial Authorization and the CR cannot be canceled.
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the CHANGE RECORD LIST page.
FILTERS
Click the Filters icon to specify a particular filter criteria to display the CRs. On clicking the Filters icon, the FILTERS pop up page is displayed. The following table describes the fields on the FILTERS page:
Figure: FILTERS pop-up page
The following table describes the fields on the FILTERS page:
Field | Description |
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| View | Select a View from the list to display the Change Records. You can create different Views with different filter criteria to display a set of Change Records. |
| Click Create View icon
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Tenant | Select the Tenant from the list. |
Change Type | Select the Change Type from the list. The approval process takes place based on the selected Change Type. |
Owner Workgroup | Select the Owner Workgroup from the list. |
Status | Select the status from the list. |
Assigned Workgroup | Select the assigned Workgroup from the list. |
Initiator | Type in the name of the initiator and select from the list. See Searching Users. |
Change Record ID | Type in the Change Record IDs in the From and To text boxes. |
Configuration Items ID | Type in the CI IDs in the From and To text boxes. |
Registration From Date | Select the registration from date. |
Registration To Date | Select the registration to date. |
Planned Start Date | Select the planned start date of the CR. |
Planned End Date | Select the planned end date of the CR. |
Analyst | Select the name of the Analyst and select from the drop-down list to whom the CR is assigned. |
Priority | Select the Priority from the list. |
NEW CHANGE RECORD
Click NEW CHANGE RECORD to create a new Change Record. For more information about creating Change Records, see Creating Change Records (CRs).
CONFIGURE COLUMNS
Click CONFIGURE COLUMNS to customize the columns on the page. For more information, see: Personalizing Pages of SummitAI Platform.
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