Configuring Status
- manikandan.subbiah (Unlicensed)
- Mayuresh Balaji Kamble (Unlicensed)
- Shilpa K (Deactivated)
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:
- Select Change > Configuration > Status Configuration > ADD NEW. The NEW STATUS pop-up page is displayed.
- 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.
- Click SAVE. A new Status is added to the Status list.
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.