Configuring Change Management Module

THEME SETTINGS

Theme

Select the theme that you want to apply for the Tenant. Only the themes configured on the THEME CONFIGURATION page are displayed in the Theme drop-down list.

Allow Users to Select Theme

If selected, the users can select the Theme on the MY PROFILE pop-up page that they want to apply for the Tenant. For more information about selecting a Theme on the MY PROFILE pop-up page, see Viewing/Updating Your Profile Details.

DETAILS

• Change Request Closing Mode: Select the mode in which the CR can be closed after implementation of the CR. Available options are as following:
  
  
  • Auto: If selected, the status of the CR is changed from Implemented to Closed after the configured number of days.
    Note:
    • If Change Category field visible for CR is enabled at Tenant level and  Change Request Closing mode is selected as Auto then the Closure Category is a mandatory configuration for the implementation of a CR.
    • If Change Request Closing mode is Auto then Closure Code is a mandatory configuration for the implementation of a CR. 
      
      
  • Manual: If selected, the Analyst needs to manually close the CR.
    
    
• Auto Closing Days: Type in the number of days after which the status of the CR should automatically change to Closed after implementation.
  Note:
  • This field is greyed out if you select CR Closing Mode as Manual.
  • This field is mandatory if you select CR Closing Mode as Auto.
  • This field does not consider the weekends (Saturday and Sunday) for Auto closure. 
  • It will consider the last updated date and time of the CR instead of implementation date and time of CR.
  • If the Change Type is Emergency and E-CAB approval is configured as After Implementation, then CR will be considered for auto closure.

Note: Auto Close Change Request job should be scheduled to close the implemented CRs. It will pick the implemented CRs and close them as per number of days configured in Auto Closing Days.

Select one of the following options from the drop-down box.

• Enable - If enabled the Approvers can approve or reject the CR (proposed for Standard Change) directly via e-mail notification using Approve or Reject buttons. 
  
• Disable - If disabled the Approvers are asked to login to the Web application to approve or reject the CR (proposed for Standard Change).

For more information, refer to Approving Change Records.

Enable Auto Capture of Actual Start and End Time

If you select this check box, when the status of a Change Record is changed to In Progress, the Actual Start Time field is auto-populated and when the status of the Change Record is changed to Implemented, the Actual End Time is auto-populated.

Do Not Allow CR Creation

If you select this check box, the user is not allowed to create Change Records if the user is the only Change Request Authorizer for the selected Tenant and Workgroup.

Enable Requestor/Initiator to delete the attachment  

Do Not Allow CR Authorization

If you select this check box, the user is not allowed to authorize a Change Record if the user is the Requestor and Authorizer of the Change Record.

Do Not Allow CR Approval

If you select this check box, the user cannot approve the Change Record if the user is the Requestor and the Approver for the Change Record.

Do Not Allow Customer Approval of CR

If you select this check box, the user cannot approve the Change Record if the user is the configured Requestor and the Customer Approver for the Change Record.

Change Category Field Visible For CR

If you select this check box, change category field becomes visible.

Change Category Field Mandatory For CR

If you select this check box, change category field becomes mandatory. This check box is visible when Change Category Field Visible For CR check box is selected. For more information see Creating Change Records.

Closure Category Field Visible For CR

If you select this check box, closure category field becomes visible. This check-box is visible when Change Category Field Visible For CR check box is selected.

Linked CR Implementation Prevents Incident Closure

If you select this check box, if a Change Record (CR) is created from the Incident (RELATIONSHIP tab of the Incident page, see Logging Incidents for Users), the user cannot close the Incident until the CR is changed to Implemented status.

Active

Indicates the status set for the Change Management module details configuration.

• If selected, the Change Management module details configuration becomes active.
• If not selected, the Change Management module details configuration becomes inactive.

Display “Normal” in the Change Type Drop-down List

If selected, by default, the drop-down value “Normal” is selected in the Change Type drop-down box of the NEW CHANGE RECORD and CHANGE RECORD ID pages.

Specify Requestor Name in the Requestor Field

If selected, the logged in User is not selected as the Requestor by default while creating a new change record on the NEW CHANGE RECORD page.

Restrict Test Tab to Configured Testers

If selected, the fields under the TEST tab can be edited only by the configured Testers.

Enable CR Implementation Conflict Notification

If selected, the user is notified about the conflict in the Implementation Time of the new CR with existing CRs linked to the same CI.

Do Not Allow to Update CR Change Type

If selected, the Analysts cannot change the Change Type from Standard to other type and vice versa on the CHANGE RECORD DETAILS pages.

Make From Date and To Date of Resource Requirements as Mandatory Fields

If selected, the From Date and To Date fields under RESOURCE REQUIREMENTS section of REQUIREMENTS tab on the NEW CHANGE RECORD page becomes mandatory.

Logs Tab Mandatory Mode

Select a value (None/Each Update) from the drop-down to configure the fields under the LOGS tab on the CHANGE RECORD ID page.

• If None is selected, the log entry under Logs fields becomes non-mandatory. By default None is selected.
• If Each Update is selected, at least one Log entry becomes mandatory for every update of the Change Record.

Retrospective Change Types

Select the Change Types from the drop-down list. For the selected Change Types, the Analyst can select past date and time in the date fields while creating a New Change Record.

Allow to update CR Category

If Allow to update CR Category is selected, the Analyst can change Category on the CHANGE RECORD DETAILS page until the Change Record is Implemented.

For more information on Change Type, refer to Change Types and Creating Change Records.

Select the category from the drop-down list. Available options are as follows:

• All 
• Small
• Medium
• Large

Select the one of the option. Available options are as follows:

• Create New Configuration For Task - If selected, the individual configuration of the task is defined.
    
  • Change Type

    Select the change type from the drop-down list. Available options are as follows:

    • All
    • Normal
    • Standard
    • Emergency
    • Expedited
      
      
  • Category

    Select the category from the drop-down list. Available options are as follows:

    • All 
    • Small
    • Medium
    • Large
      
      
• Inherit Configuration From Change Records - If selected, the configuration done under MANDATORY PIR CONFIGURATION FOR CHANGE RECORDS is inherited.
  
  
  • Change Type - Displays the configuration based on MANDATORY PIR CONFIGURATION FOR CHANGE RECORDS.
  • Category - Displays the configuration based on MANDATORY PIR CONFIGURATION FOR CHANGE RECORDS.

Auto Select "Is PIR Required?" Check Box for "Large" Category and "Normal" Change Type Combination

If this check box is selected, Is PIR Required? check box becomes selected on the CHANGE RECORD approval page for the combination of "Large" Category and "Normal" Change Type. PIR Review specified for the Change Record is applied to the linked Task(s) also.

Auto select "Is PIR Required?" Check Box for "Emergency" Change Type

If this check box is selected, Is PIR Required? check box becomes selected on the CHANGE RECORD approval page for the "Emergency" Change Type. PIR Review specified for the Change Record is applied to the linked Task(s) also.

Enable e-mail notification for CAB members when CR status changes to Implemented

If this check box is selected, the CAB members are notified through e-mail after the CR's status of the respective Tenant is updated to Implemented.

ENABLE TABS ON CHANGE RECORD DETAILS PAGE

Select the check box in this section to enable the respective tab on the CHANGE RECORD DETAILS page.