2020-11-18_10-01-32_.Viewing List of Change Records CRs vTahoe

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.

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.

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.

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).

• Authorize: If selected, the CR is authorized by the Authorizer.

• Not Authorize: If selected, the CR is not authorized by the Authorizer.

• On Hold: If selected, the CR is kept on hold by the Authorizer.

• Authorize and Forward: The CR Authorizer has an option to authorize and forward to another member to authorize (Sub-authorizers). This is to take another Authorizer’s opinion, if required. After the CR is authorized by CR Authorizer and Sub-authorizers, the status of the CR is automatically changed to Initial Authorization.

Remarks

The Authorizer types in the comments.

Approver

Displays the name of the CAB member.
The name of the CAB members are displayed based on the value selected for the following fields:

• Category

• Change Type

• Workgroup

• Change Category

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.

• Yes: If selected, the CR is approved.

• No: If selected, the CR is rejected.

• On-Hold: If selected, the CR is kept on hold for a particular reason.

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.

• Yes: If selected, the CR is saved as a Standard Template.

• No: If selected, the CR is approved but it is not saved 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.

Planned PIR Date

Select the planned PIR date.
The field is mandatory when Is PIR Required? is selected and the status is Implemented.

Actual PIR Date

Select the actual PIR date.

Post Implementation Review

Type in any reviews or comments about the PI review for the CR.
The field is mandatory when Is PIR Required? is selected and the status is Closed.

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.

• Yes: If selected, indicates that the CMDB is updated. A mail is sent to the assigned Workgroup Owners and Analysts to update the CMDB.

• No: If selected, indicates that the CMDB is not updated. A mail is sent to the assigned Workgroup Owners and Analysts to update the CMDB.

• NA: If selected, indicates that CMDB update is not required.

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.

• Yes: If selected, the CI can be revert to the previous version.

• No: If selected, the CI cannot be reverted to the previous version.

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.