Configuring Status_CM

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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 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
Configuring Defect Priority
Configuring Fields
Configuring Impact
Configuring Lead Period
Configuring PIR Reviewer
Configuring Priority
Configuring Priority Matrix
Configuring Risk
Configuring Risk Matrix
Configuring Risk Questions and Answers
Configuring Change Manager
Configuring Change Types
Configuring Closure Codes_CM
44708895
Configuring Checklist
Configuring System Impact
Configuring Task Template
Reports
Change Record List
Change Record Schedule Report
Change Type Report
Change Record Workgroup Report
Change Record Status Summary Report

What is Change Record Status?

You can create, enable or disable the additional Status values for Change Management in addition to the standard Change Record Status values (see: Change Record Status) . These new statuses can be used in the Change Workflow and helps to identify the exact stage of the Change Request as per the customer's Change process.

Example: New status ‘Under Review’ and ‘Review Complete’ are added to identify the stage of the Change Request while undergoing review (‘Under Review’) and once review is completed the status changes to ‘Review Complete’.

To configure status:

  1. Select Change > Configuration > Status Configuration > ADD NEW. The NEW STATUS pop-up page is displayed.
  2. Fill in all the details on the NEW STATUS page. For information about the field on the NEW STATUS pop-up page, see Field Description.
  3. Click SAVE. A new Status is added to the Status list.

NEW STATUS page

Figure: NEW STATUS page

Field Description

The following table describes the fields on the NEW STATUS page.

Field

Description

Status

Specify the name of the Status.

Show in CR

If Show in CR check box is selected, the configured  Status becomes enabled, and appears in the Status selection drop-down list for the selected Tenant.

Is Mandatory

If Is Mandatory check box is selected, you cannot disabled the configured Status.

STATUS

The list of configured Statuses are displayed on the STATUS CONFIGURATION page under DETAILS section.

Figure: STATUS CONFIGURATION page: List of Statuses

  • You cannot disable the greyed out status check boxes because they are configured as mandatory during status creation.
  • To disable a non-mandatory status, unselect the associated check box and click SUBMIT. The status disappears from the CR Status  drop-down lists.