Configuring Status

Owned by manikandan.subbiah
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
2 min read

SummitAI Service Management Help

Change Management

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.