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). 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. 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.
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. 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.
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. 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. CHANGE RECORD - TEMPLATE-TEMPLATE NAME page Figure: CHANGE RECORD - TEMPLATE-TEMPLATE NAME page
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