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Feature released in SummitAI IT Service Management (Denali SP3, Change Management)

What's New?

Enables the Analyst to export the Change Request details to a PDF file. The file exported can be opened in and printed in any compatibility application.

Business Benefits

The Analyst can export particular Change Request details to a PDF and can easily share with others. This helps to offline review the Chang Request details.

Configuration

Configuring PDF Content Designer

To configure PDF Content Designer:

On the PDF CONTENT DESIGNER page (Admin > Basic > Infrastructure > PDF Content Designer), select the required Tenant, Module as Change Management, and configure the section-wise attributes that need to display in the PDF. For more information, see PDF Content Designer Configuration.

How it Works?

To create a PDF of a Change Record:

1. Select Change > User > Change Record List > Click a CR NO> Click EXPORT TO PDF icon on the ACTIONS panel. The EXPORT TO PDF pop-up page displayed. 
2. On the EXPORT TO PDF pop-up page, select the required sections to be displayed in the PDF.
3. Click EXPORT. For more information, see Exporting Change Record Details in PDF.
   
   
   Figure: CHANGE RECORD DETAILS page
   
   
   Figure: Exported PDF