You can configure a user as a Change Manager for the Change Records (CRs). Change Manager is a person who reviews all the Change Records (CRs), sets Change Record Authorizes,chairs the CAB meetings, and so on.
To configure Change Managers:
- Select Change > Configuration > Change Manager.
- On the CHANGE MANAGER page, click ADD NEW on the ACTIONS panel.
- Select the Tenant and type in the name of the person you want to configure as Change Manager in the Change Manager text box. You can also click Search icon to search the name of the user you want to configure as Change Manager (see: Searching Users of SUMMITAI Asset Management).
- Select the Workgroup from the Available Workgroups list for which you are configuring the Change Manager and click icon to move the Workgroup to the Selected workgroups list. Select a Workgroup from the Selected Workgroups list and click to remove the Workgroup from the Selected Workgroups list.
- If you select the Active check box, the Change Manager becomes an available option in the Change Manager list on the other pages of the application.
- Click SUBMIT. A new Change Manager is configured.
Figure: CHANGE MANAGER page
ACTIONS
This section explains all the icons on the ACTIONS panel of the CHANGE MANAGER page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the configured Change Managers in the SUMMIT application for the selected Tenant.
Figure: CHANGE MANAGER page: List of Change Managers
- To edit a Change Manager, click the Name of the configured Change Manager. Make the appropriate changes and click SUBMIT.
- To display the inactive configured Changer Managers, click the Include Inactive check box.
Note:
When the configured Change Managers are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Change Manager.
References
- To configure the Change Advisory Board, see Configuring Change Advisory Board Members