Configuring Change Types

Owned by Enterprise IT
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
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 or modify the Change Types_CM for Change Records (CRs) under a Tenant. You can add a new Change Type and map it to a configured Source Change Type.

To configure Change Types:

  1. Select Change > Configuration > Change Type.
  2. On the CHANGE TYPE page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and specify the Source Change Type from the Source Change Type list. Specify a name to the Change Type in the Change Type text box. If you select the Active check box, the Change Type becomes an available option in the Change Type list on the other pages of the application.
  4. Click SUBMIT. A new Change Type is configured.

 CHANGE TYPES

         Figure: CHANGE TYPES page

ACTIONS

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

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Change Types configured in the SUMMIT application for the selected Tenant.

List of Change Types  

        Figure: CHANGE TYPE page: List of Change Types

  • To edit a Change Type, click the configured Change Type. Make the appropriate changes and click SUBMIT. You cannot modify the Master Change Types.
  • To display the inactive Change Types, click the Include Inactive check box.

Note:

When the Change Types are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to add a new Change Type.