SummitAI Service Management Help

You can configure values for the various components of the Change Management_SM module. Based on the configuration the values or fields are displayed on a Change Record.

To configure Change Management module:

Select Admin > Basic > Infrastructure > Tenant. The TENANT page is displayed.

TENANT List Page

Figure: TENANT: List page

2. On the TENANT page under the LIST section, select the Tenant Name for which you want to configure the Change Management module.

Tenant Page

Figure: TENANT page

Note

On the above TENANT page, TENANT Code, Display Name, and Description about the selected Tenant is displayed. If the Active check box is selected, it indicates that the selected Tenant is an active Tenant. The various modules configured, not configured, and disabled for the Tenant are displayed on the page by the different color check marks:

Orange indicates not configured module.
Green indicates configured module.
Grey indicates disabled module.

3. Click CONFIGURE DETAILS on the ACTIONS panel and select CHANGE MANAGEMENT under MODULES. The details about the Change Management module are displayed under the DETAILS section. For more information about the fields , see Field Description.

4. Select the required options and click SUBMIT.

Configuring Change Management module

Figure: TENANT page: Configuring Change Management module

Field Description

The following table describes the fields on the TENANT page:

Field	Description
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
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.
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.
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.
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.

ACTIONS

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

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Tenants.

LIST OF TENANTS

Figure: TENANT: List of Tenants

To update Tenant details, click the configured Tenant Name. Make appropriate changes and click SUBMIT.
To display the inactive Tenants, click the Include Inactive check box.

Note:

When the list of Tenants are displayed under the LIST table, the ADD NEW and TENANT LABEL DISPLAY actions are displayed on the ACTIONS panel.

Click ADD NEW to configure a new Tenant.
Click the TENANT LABEL DISPLAY icon to configure the name for Tenant label. On the TENANT LABEL DISPLAY pop-up page, type in the name for the Tenant label in the Tenant Label Display text box. Click SUBMIT to save the changes.

SHOW TENANT

Click SHOW TENANT to display the details of the selected Tenant. The TENANT page is displayed.

CHANGE ADVISORY BOARD

Click CHANGE ADVISORY BOARD to configure Change Advisory Board for the selected Tenant. For information about configuring Change Advisory Board, see Configuring Change Advisory Board (CAB) Members

CLOSURE CODE

Click CLOSURE CODE to configure a new Closure Code for the selected Tenant. For information about configuring Closure Codes, see Configuring Closure Codes_CM.

IMPACT

Click IMPACT to configure a new Impact value for the selected Tenant. For information about configuring Impact, see Configuring Impact_CM.

PRIORITY

Click PRIORITY to configure a new Priority value for the selected Tenant. For information about configuring Priority, see Configuring Priority_CM.

RISK

Click RISK to configure a new Risk value for the selected Tenant. For information about configuring Risk, see Configuring Risk_CM.

URGENCY

Click URGENCY to configure a new Urgency value for the selected Tenant. For information about configuring Urgency, see Configuring Urgency_CM.

Note:

The red asterisk on the icons on the ACTIONS panel indicates that all of these values must be configured to complete configuration of the Change Management module for the selected Tenant.
The orange color bar on the icon on the ACTIONS panel means that particular value is not configured.
The green color bar on the icon indicates that it is configured.
Until all the icons marked in red asterisk is configured for the selected Tenant, the Change Management module will not be available to the Tenant. This means the selected Tenant will not be available to the users while raising Change Records until all the mandatory configuration values are configured.

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