Approving Change Records

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

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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
Configuring Checklist
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

A CAB member who is configured as an Approver by the Administrator has the privilege to Approve, Reject or Refer Back a Change Record (CR). By default, a CAB member who is not having approval privilege can object to a CR. If any user has delegated the approval role to you, you can also approve that user's CRs (see: Delegating Role in SummitAI Platform Module).

To approve or reject Change Requests:

  1. Select Request > User > Approve Change Requests.
  2. On the APPROVE CHANGE REQUESTS page, a list of CRs awaiting your approval is displayed under LIST table.

    APPROVE CHANGE REQUESTS page (Tile view)

    Figure: APPROVE CHANGE REQUESTS page (Tile view)

     APPROVE CHANGE REQUESTS page (Tabular view)

    Figure: APPROVE CHANGE REQUESTS page (Tabular view)

  3. Click the CR No. of the Change Record you want to approve or reject. On the CHANGE RECORD ID page, click APPROVAL icon on the ACTIONS panel.

    CHANGE RECORD ID page

    Figure: CHANGE RECORD ID page

  4. On the APPROVAL pop-up page, select the approval status from the list as Approved, Rejected or  Refer Back.  Specify your remarks and click SUBMIT. The fields on this page are read only, if you are not the CR Authorizer or CAB member for the selected CR. 

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the APPROVE CHANGE RECORDS List page.

Filters

Click the Filters icon to specify a particular filter criteria to display the CRs. On clicking the Filters icon, the FILTERS pop up page is displayed. The following table describes the fields on the FILTERS page:

FILTERS pop-up page

Figure: FILTERS pop-up page

The following table describes the fields on the FILTERS page:

Field

Description

Tenant

Select the Tenant from the list.

Change Type

Select the Change Type from the list

Owner Workgroup

Select the Owner Workgroup from the list.

Status

Select the status from the list.

Assigned Workgroup

Select the assigned Workgroup from the list.

Initiator

Type in the name of the initiator.

Change Record ID

Type in the CR IDs in the From and To text boxes.

Configuration Items ID

Type in the CI Ids in the From and To text boxes.

Registration From Date

Select the registration from date.

Registration To Date

Select the registration to date.

Planned Start Date

Select the planned start date.

Planned End Date

Select the planned end date

Analyst

Select the name of the Analyst from the list to whom the CR is assigned.

Priority

Select the Priority from the list.

Approval Action

Select the Approval Action from the list.

Configure Columns

See: Personalizing Pages