Configuring Change Manager

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

SummitAI Service Management Help

Contents
Change Management
Change Manager
Change Record Status
Change Types
Various Roles in Change Management Approval Flow
End Users
Creating Change Request
Viewing Change Request
Analysts
Creating Change Records
Approving Change Records
Creating Tasks for Change Records
Logging Defects
Creating Standard Templates
Scheduling CAB Meeting
Viewing List of Change Records (CRs)
Viewing List of Tasks
Administrators
Configuring Change Management Module
Configuring Change Category
Configuring Category
Configuring Custom Fields for Change Management
Configuring Change Advisory Board (CAB) Members
Configuring Defect Severity_CM
Configuring Defect Priority_CM
Configuring Fields_CM
Configuring Impact_CM
Configuring Lead Period_CM
Configuring PIR Reviewer_CM
Configuring Priority_CM
Configuring Priority Matrix_CM
Configuring Risk_CM
Configuring Risk Matrix_CM
Configuring Risk Questions and Answers_CM
Configuring Change Manager
Configuring Change Types
Configuring Closure Codes_CM
Configuring Status_CM
Configuring Checklist IM
Configuring System Impact_CM
Configuring Task Template_CM
Reports
Change Record List
Change Record Schedule Report
Change Type Report
Change Record Workgroup Report
Change Record Status Summary Report

You can configure a user as a Change Manager_CM 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:

  1. Select Change > Configuration > Change Manager.
  2. On the CHANGE MANAGER page, click ADD NEW on the ACTIONS panel.
  3. 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).
  4. 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.
  5. 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.
  6. Click SUBMIT. A new Change Manager is configured.

 CHANGE MANAGER page

         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.

List of Change Managers

        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