Change Record List_CM

Owned by manikandan.subbiah (Unlicensed)
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

SummitAI Service Management Help

Contents
Change Management
Change Manager
Change Record Status
Change Types
Various Roles in Change Management Approval Flow
End User Change Management
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 Checklist_CM
Configuring Status_CM
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

Report Description

Change Record List displays the CRs with information, such as ID, Registration Time, Description, Status, Category, Change Type, and so on for the time period you specified (and Tenant you selected).

CHANGE RECORD LIST

Figure: CHANGE RECORD LIST

On the table, click the CR ID hyperlink to view the CR details. For information about viewing reports, see Viewing Reports_CM.

ACTIONS

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

Filters

Click Filters icon on the ACTIONS panel to specify the filter criteria to display records in the CHANGE RECORD LIST report.

Figure: CHANGE RECORD LIST Report: FILTERS pop-up window

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export and download the table data to a Microsoft Excel sheet.