Configuring Priority Matrix_CM

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
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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
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Configuring Risk
Configuring Risk Matrix
Configuring Risk Questions and Answers
Configuring Change Manager
Configuring Change Types
Configuring Closure Codes_CM
Configuring Status
Configuring Checklist_CM
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

You can configure the Priority Matrix for the selected combination of Risk, Impact, and Urgency. For the defined Priority Matrix, the Priority value is auto-populated under the General tab of the Change Record (CR).

To configure Priority Matrix:

  1. Select Change > Configuration > Priority Matrix.
  2. On the PRIORITY MATRIX page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and type in the new Priority Matrix details. For information about the fields on the PRIORITY MATRIX page, see Field Description.
  4. Click SUBMIT. A new Priority Matrix is configured.

    PRIORITY MATRIX page
    Figure: PRIORITY MATRIX page

Field Description

The following table describes the fields on the PRIORITY MATRIX page:

Field

Description

DETAILS

Urgency

Select an Urgency to which you want to associate the Priority from the list.

Impact

Select an Impact to which you want to associate the Priority from the list.

Risk

Select a Risk to which you want to associate the Priority from the list.

Priority

Select a Priority to which you want to associate the Risk, Impact, and Urgency from the list.

Active

Indicates the status set for the Priority Matrix.

  • If selected, the Priority Matrix becomes an available option on the other pages of the application.
  • If not selected, the Priority Matrix becomes an inactive value. The inactive Priority Matrix values are not displayed in the Priority Matrix list on the other pages of the application.

ACTIONS

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

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Priority Matrix values configured for the selected Tenant.

Figure: PRIORITY MATRIX page: List of Priority Matrix values

  • To edit a Priority Matrix value, click the Priority value. Make the appropriate changes and click SUBMIT.
  • To display the inactive Priority Matrix values, click the Include Inactive check box.

Note:

When the Priority Matrix values are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to add a new Priority Matrix value.