Navigation:  Change Request Manager > Add Change Request Note

To Add a New Change Request

Using the mouse, click the Add button on the tab toolbar

 

Change Request Editor will now be displayed:

The Editor is divided into the following two sections:

 

The Item Information Panel

contains peripheral information about the defect and the following fields are available for completion:

     

 

Project: The project for which the change request belongs:

Raised By: Enter the originator of the change request

Priority: Select the priority of the change request

Status: Select the current Status of the change request from the drop down box

Workflow: Select the change request current Work flow position from the drop down box

 

Reminder: Add a reminder to the calendar page.

Date Raised: Enter the date the date the change request was raised

[Tip] For all date fields, you can simply double click the box to enter today's date.

Assigned To: Select who will have overall responsibility for the change request

System: Select the System for which the change request affects

CI Num: If the change has a CI Number, then Enter here

FOR Num: If the change has a corresponding Defect then enter the number here

 

 

Client Ref: Enter the reference number of the client request documentation

Subject: Enter a single line of text that best describes the defect

Reference: The reference number automatically generated by project assistant.

 

Note 1:

Do not edit this directly, To adjust the reference number, use the spin button marked "Change Number" to ther desired number.

 

Note 2:

When the editor information is saved, the reference number allocated will be checked one more time before being committed, if the reference number is now being used, then the number will be adjusted up accordingly. This can happen when an editor is open for a long time without being saved and another instance of Project Assistant add a new record while the editor is open

Create Link Panel

here it is possible to link the Change Request to a Configuration Item (CI) and / or a Defect report, such that the Change Request will appear on the status report for that CI and / or the Defect

Links Found Panel

The links found panel searches all the other registers for items that have been linked to the defect and are displayed in this panel. Here the query TQ-223 has been linked and is currently still active.

The Tabbed Panel

The tabbed workbook contains the following three tabs:

 

Change Details Tab:

This allows you to record the actual change details

 

 

 

Change Description: Select the group which the defect belongs to such as Defect or Feature Request etc.

Affected Documents: List all the documents affected by the change

Approved By: Select who has approved the change implementation.

Approved Date: Enter the approval date

 

Task's Tab:

Break down the change into individual tasks and assign them to team members. This page gives direct access to the task manager using the Add Edit and Delete buttons highlighted.

 

Note:       These tasks will also be displayed on the main task manager register, with the Change Request Number prefixed.

 

To view these task:

 

Change Request Tasks Are Displayed

 

Implementation Tab:

Use the section to record any attachments required and to record the distribution list

 

Click Save

When you have entered all your information, then simply click the "Save and Close" button and the change request will be added and be visible to all users.

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