2020-11-18_10-01-32_.Viewing List of Change Records CRs vTahoe

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.

To view or update CRs:

1. 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.
2. 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)
   
   
   Figure: Change Record List page (Tabular view)
   
   
3. Hover the mouse over Change Request Description or Information to view the description or information in a pop-up as shown above or hover the mouse over () in Description or Information to view the description or information in a pop-up as shown above.
4. 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
   
5. Click the Caller name link to display the INITIATOR NAME pop-up page. On the INITIATOR NAME pop-up page, you can view general details and additional information about the Caller.
   
   
   Figure: INITIATOR NAME pop-up page

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.

View

What is a view?

A View consists of a set of pre-defined filter conditions. By selecting a View, the analyst can view the records that meet the filter conditions or criteria defined in that View. An Analyst can create or delete Views from both the Tabular view or the Tile view.

Create a New View:

To create a new View, the user needs to define Filter conditions.

Adding Filter Conditions:

A filter condition consists of the following parts:

• Field: Each field is a column in the table.
• Operator: Each field type has its own set of valid operators. Based on the field type the operators are displayed.

• Value: Each field has its own set of valid values determined by the Field type and Operator.

What is a Filter Operator?

In literal terms, an operator specifies how parameters relate to one another. The following table describes the list of operators and a short description against each of them. ( The following table describes the list of operators with a short description.)

Scenario:

Create a view to view Cancelled CRs of Information Technology Tenant. (Create a view to get a list of the Canceled CRs of the Information Technology Tenant.) In this case, add conditions as shown below.

1. Click Apply to view records that meet the above filter conditions.
   
2. Click Save As New. The SAVE VIEW pop-up is displayed. 
   
   
   
   
3. Type in the details for the other required fields under the Views, Filters, and Configure Columns section. For more information about the fields under these sections on the SAVE VIEW pop-up page, see Field Description.
4. Click Submit. A new View is created.

Field Description

The following table describes the fields on the SAVE VIEW pop-up page:

Apply a View

Search and select the View from the drop-down list.

Set as Default:

To Set Specific View as Default:

1. Search and select a View from the drop-down list.

2. Click Set As Default link to make it default view.
   
   
   
   

   Note:

   The selected view is set as default.

   

   
   

Edit View

To Edit Specific View:

1. Search and select a View from the drop-down list.
   
   
   
2. Click (Edit) icon. The EDIT VIEW pop-up page is displayed.
   
   
   
3. Type in the details for the required fields under the Views, Filters, and Configure Columns section. For more information about the fields under these sections on the EDIT VIEW pop-up page, see Field Description.

4. Click Submit.

Delete View

To Delete Specific View:

1. Search and select a View from the drop-down list.
   
   
   
   
2. Click (Delete) icon. The DELETE VIEW pop-up page is displayed.
   
   
   
3. Click Delete to delete the view.

Filter

Under the filter section, specify filter conditions or criteria to view a particular set of Change Records.

Adding Filter Conditions:

A condition consists of the following parts:

• Field: Each field is a column in the table.
• Operator: Each field type has its own set of valid operators. Based on the field type the operators are displayed or loaded in the Operator field.

• Value: Each field has its own set of valid values determined by the field type and operator.
  
  

Configure Columns

Click CONFIGURE COLUMNS to customize the columns on the page. 

To personalize columns:

1. Click the Configure Columns icon (). The CONFIGURE COLUMNS pop-up page displayed.
   
   
   Figure: CONFIGURE COLUMNS pop-up page
   

2. Select Display Type (Tile View or Tabular View).

3. Drag and drop the columns to be displayed on the page from the Available Columns to the Selected Columns. 

4. Drag Up or Down to specify the sequence in which the columns should be displayed on the page.

5. Click SUBMIT. The list reloads to show the changes.
   
   

   Note:

   The following new columns are available in the Available Columns of CONFIGURE COLUMNS pop-up page

   Page Name	Columns
   Change Record List page	Change Requestor Change Initiator Assigned To Customer Updated Time Closure Code Tenant Urgency Approval Status

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CHANGE RECORD LIST page.

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).