Viewing List of Change Records CRs
- manikandan.subbiah
- Shilpa K (Deactivated)
- Aravind Naik
- Mayuresh Balaji Kamble (Unlicensed)
You can view the list of Change Records (CRs) to which you have access.
- You can view the CRs in the Tile view or Tabular view.
- You can search for the CRs using the Filters icon on the ACTIONS panel.
To view or update CRs:
- Select Change > User > Change Record List. Alternatively, if you are an Analyst, you can view the CRs assigned to your Workgroup or you by selecting Dashboard > ANALYST DASHBOARD > CHANGE RECORD > MY WORKGROUP or ASSIGNED TO ME.
- On the CHANGE RECORD LIST page, a list of all the CRs is displayed.
Figure: CHANGE RECORD LIST page (Tile view)
Figure: CHANGE RECORD LIST page (Tabular view)
3. Select the CR NO of the CR that you want to view or update. The following page is displayed with all the details about the CR. For information about the fields on the CHANGE RECORD ID page, see Creating Change Records.
Note:
On the Workflow section, click the block to view the details.
Figure: CHANGE RECORD ID page
This section explains all the icons displayed on the ACTIONS panel of the CHANGE RECORD ID page.
SHOW LIST
Click SHOW LIST to display the CHANGE RECORD LIST page showing all the available CRs.
SHOW LIST FOR APPROVAL
Click SHOW LIST FOR APPROVAL to display the APPROVE CHANGE RECORDS page showing only the CRs waiting for approval.
ALERT CONFIGURATION
You can configure the alerts to be sent out to the stakeholders for the CR. Click the ALERT icon to display the ALERT CONFIGURATION pop-up page.
Figure: ALERT CONFIGURATION pop-up page
The following table describes the fields on the ALERT CONFIGURATION page:
Field | Description |
---|---|
Analyst | Select the check box to send the alerts to the Analyst to whom the CR is assigned. |
Assigned Workgroup | Select the check box to send the alerts to the Workgroup to which the CR belongs. |
Workgroup Owner | Select the check box to send the alerts to the Workgroup Owner. |
Initiator | Select the check box to send the alerts to the Change Requestor. |
CAB Members | Select the check box to send the alerts to the CAB members. |
Add to Bulletin Board | Select the check box to add the alert on the Bulletin Board. If selected, information about this CR is available to the End Users on the End User Dashboard. |
Display Alert Hours Before the Planned Start Time | Type in the number of hours before the planned start time, the alert should be sent to the configured users. |
Workgroups | Select the Workgroups to whom the alerts should be sent. |
Mail Groups | Select the Mail Groups to whom the alerts should be sent. |
ADDITIONAL USERS | Select the additional User's to whom the alerts should be sent. |
Users List | Type in the users names and click the Add icon to add users. Click the Minus icon to delete users. |
Additional Alert Information To Be Shown | Type in the additional alert information to be displayed. |
CREATE RECURRING CR
Click CREATE RECURRING CR to create a recurring CR. The same CR is created as per the frequency details configured on the CUSTOM SCHEDULER pop-up page.
Note:
This icon is enabled only if the status of the CR is Requested.
Figure: CUSTOM SCHEDULER pop-up page
The following table describes the fields on the CUSTOM SCHEDULER pop-up page:
Field | Description |
---|---|
DETAILS | |
Monitoring Source | Select Summit Server or Proxy Server from the list. |
Job Name | Type in a name for the new job. |
Job Options | Select job options from the list. |
Schedule Type | Select Recurring or One Time from the list. If you select One Time, specify the date and time for the job to run under ONE TIME OCCURRENCE section. If you select Recurring, you need to specify the job recurring details under FREQUENCY, DAILY FREQUENCY, and DURATION sections. |
User ID | Specify the user id for the job. |
Password | Specify the password for the job. |
Stop the job if it runs more than | Specify the time after which the job should run. |
FREQUENCY | |
Occurs | Select the frequency for the job to run: Daily, Weekly, Monthly |
Recurs every | Based on the selection you make in the Occurs list, select the frequency for the job. |
DAILY FREQUENCY | |
Frequency | Select Occurs Once At or Occurs Every from the list. If you select Occurs Once At, specify the time in the Time field. If you select Occurs Every, you need to specify the recurring hours details, start and end time. |
DURATION | |
Start Date | Select the date to start running the job. You can also specify an end date or no end date. |
CHANGE RECORD DETAILS | |
Change Record ID | Displays the CR ID for which you are creating the job. |
Description | Displays the description of the CR for which you are creating the job. |
Tenant | Displays the Tenant of the CR for which you are creating the job. |
Classification | Displays the Classification of the CR for which you are creating the job. |
Category | Displays the Category of the CR for which you are creating the job. |
Urgency | Displays the Urgency of the CR for which you are creating the job. |
Impact | Displays the Impact of the CR for which you are creating the job. |
Priority | Displays the Priority of the CR for which you are creating the job. |
Workgroup | Displays the Workgroup of the CR for which you are creating the job. |
APPROVAL
A CR needs to be authorized by the Change Record Authorizer and approved by the Change Advisory Board (CAB) members before it is analyzed and then implemented. A CAB member who is configured as an Approver by the Administrator has the privilege to Approve, Reject or Refer Back a CR. By default, a CAB member who is not having approval privilege can object to a CR. If a CR is objected by any of the CAB members, the CR cannot be processed further. The CAB member who objected to the CR must clear the CR before implementing it.
Click the APPROVAL icon on the ACTIONS panel. The APPROVAL pop-up page is displayed. The fields on this page are not editable if you are not the CR Authorizer or CAB member for the selected CR.
There are two sections in this page:
CR SUMMARY
You can view the CR Summary in this section. The fields on this section are not editable.
Figure: CR summary
Field | Description |
---|---|
Is PIR Required ? | If selected, the Post Implementation Review is mandatory. The check box can be modified by a Change Manager even after Change is Implemented. |
APPROVE CR - AUTHORIZATION
Figure: APPROVAL pop-up page : APPROVE CR - AUTHORIZATION
The following table describes the fields on the APPROVE CR (AUTHORIZATION) section:
Field | Description |
---|---|
Approver | Displays the name of the Authorizer. Based on the selected Workgroup under the General tab, the configured Authorizer's name is displayed. |
Status | Allows you to authorize a CR (if you are the Authorizer or have appropriate access).
|
Remarks | The Authorizer types in the comments. |
APPROVE CR - CAB APPROVAL
Figure: APPROVAL pop-up page : APPROVE CR - CAB APPROVAL
The following table describes the fields on the APPROVE CR (CAB APPROVAL) section:
Field | Description |
---|---|
Approver | Displays the name of the CAB member.
For more information about configuring CAB, see Creating Change Records (CRs) |
Status | Select the required option from the list to approve or reject the CR.
|
Objection | The CAB member can also object to a CR by clicking this check box. By default, a CAB member who is not having approval privilege can object to a CR. If a CR is objected by any of the CAB members, the CR cannot be processed further. The CAB member who objected to the CR must clear the CR before implementing it. |
Standard Template | Select the required option to save the CR as a Standard Template.
|
Is Mandatory | if check-box is selected, then corresponding approver approval is mandatory. |
Remarks | The CAB member types in the comments for approval/ objection. |
- The fields on this page are displayed based on the role of the logged in User.
- The CR Authorizers and CAB members receive an e-mail when a CR requires their authorization or approval. They can Authorize, Not Authorize, Approve, or Reject the CRs by clicking the appropriate buttons in the e-mail. They do not need to log in to the SUMMIT application for authorizing or approving the CRs.
P.I.REVIEW
After the changes for the CR are implemented, a review takes place to analyze the impact of the change and if required a decision may be taken to roll back to the previous version. You can capture all the details discussed during the Post Implementation Review on the POST IMPLEMENTATION REVIEW page. Click the P.I.REVIEW icon, the POST IMPLEMENTATION REVIEW pop-up page is displayed. It is mandatory to update the post implementation details for a CR before closing the CR.
Figure: POST IMPLEMENTATION REVIEW pop-up page
The following table describes the fields on the POST IMPLEMENTATION REVIEW page:
Field | Description |
---|---|
Planned PIR Date | Select the planned PIR date. |
Actual PIR Date | Select the actual PIR date. |
Post Implementation Review | Type in any reviews or comments about the PI review for the CR. |
Is CMDB Updated? | This field is enabled for you to modify only after the CR is implemented with the status field displaying Implemented on the CHANGE RECORD page.
|
Reviewer | Type in the name of the Reviewer. |
Review Date | Type in the review date. |
Revert to Previous Version ? | This field is enabled for you to modify only after the CR is implemented with the status field displaying Implemented on the CHANGE RECORD page.
|
Note:
While closing the CR, the fields Actual PIR Date and Post Implementation Review are mandatory for the following conditions:
- When the Expedited is set to Yes.
- When Rolled Back is selected in the field Is the Change Implemented or Rolled Back?
- When Change Implemented is selected in the field Is the Change Implemented or Rolled Back?No is selected in the field Is the Change Successful?, and the CAB Approver or Change Manager selects the Is PIR Required check box.
- When the fields, Planned Start Time and Actual Start Time are different.
CHANGE HISTORY
Click CHANGE HISTORY to view the various changes that have occurred on the CR. This information is useful to track the various changes made on the CR.
Figure: CHANGE HISTORY pop-up page
The following table describes the fields on the CHANGE HISTORY page:
Field | Description |
---|---|
Column Name | Displays the name of the field on which the change is made. |
Change Date | Displays the date when the change is made. |
Changed By | Displays the name of the user who made the change. |
Old Value | Displays the old value of the field. |
New Value | Displays the new value of the field. |
IMPORT TEMPLATE
Click IMPORT TEMPLATE to import a configured template that can be used for creating Change Record(s). Select the Template name from the Select Change Record Template drop-down list you want to import.
Figure: IMPORT TEMPLATE pop-up page
SAVE AS TEMPLATE
Click the SAVE AS TEMPLATE icon to save a CR details as Template. Type in a name for the Template in the Change Template Name text box and click SAVE TEMPLATE to save the CR as a Template.
Figure: CREATE TEMPLATE pop-up page
EDIT TEMPLATE
Click EDIT TEMPLATE to edit a Template. On the EDIT TEMPLATE pop-up page, select the name of the Template you want to edit.
Figure: EDIT TEMPLATE pop-up page
On the CHANGE RECORD TEMPLATE - NAME page is displayed with the details of the selected Template. Make the required changes and SUBMIT. For more information about fields and icons on the CHANGE RECORD TEMPLATE - NAME page, see Field Description.
Figure: CHANGE RECORD - TEMPLATE-TEMPLATE NAME page
Closing CRs
The CAB members can change the Status of a CR to Closed and update the PI Review details to close the CR. It is mandatory to update the post implementation details before closing a CR.
Figure: CHANGE RECORD ID: Status is Closed
Figure: POST IMPLEMENTATION REVIEW pop-up page
Canceling CRs
Only the Change Requestor of a CR or Change Manager can cancel the CR by changing the Status of the CR to Canceled with Reason for Cancellation. Once the CR is authorized, the Status of the CR is changed to Initial Authorization and the CR cannot be canceled.
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the CHANGE RECORD LIST page.
FILTERS
Click the Filters icon to specify a particular filter criteria to display the CRs. On clicking the Filters icon, the FILTERS pop up page is displayed. The following table describes the fields on the FILTERS page:
Figure: FILTERS pop-up page
The following table describes the fields on the FILTERS page:
Field | Description |
---|---|
View | Select a View from the list to display the Change Records. You can create different Views with different filter criteria to display a set of Change Records. |
Click Create View icon to save the filter criteria and view the Change Records. On clicking the icon, a new text box is displayed where you can type in the View name and save the filter criteria. Select the required View from the View drop-down list to view the Change Records using same set of filter criteria.
| |
Tenant | Select the Tenant from the list. |
Change Type | Select the Change Type from the list. The approval process takes place based on the selected Change Type. |
Owner Workgroup | Select the Owner Workgroup from the list. |
Status | Select the status from the list. |
Assigned Workgroup | Select the assigned Workgroup from the list. |
Initiator | Type in the name of the initiator and select from the list. See Searching Users. |
Change Record ID | Type in the Change Record IDs in the From and To text boxes. |
Configuration Items ID | Type in the CI IDs in the From and To text boxes. |
Registration From Date | Select the registration from date. |
Registration To Date | Select the registration to date. |
Planned Start Date | Select the planned start date of the CR. |
Planned End Date | Select the planned end date of the CR. |
Analyst | Select the name of the Analyst and select from the drop-down list to whom the CR is assigned. |
Priority | Select the Priority from the list. |
NEW CHANGE RECORD
Click NEW CHANGE RECORD to create a new Change Record. For more information about creating Change Records, see Creating Change Records (CRs).
CONFIGURE COLUMNS
Click CONFIGURE COLUMNS to customize the columns on the page. For more information, see: Personalizing Pages of SummitAI Platform.
Confluence Cloud Migration Alert: Please refer to known issues you may encounter in Confluence Cloud: https://eitdocs.atlassian.net/wiki/x/wDGwAQ