Difference between revisions of "Change Calendar"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/change-calendar/overview/ Hornbill Document Library]. | ||
| + | |||
| + | [[file:hornbill-document-library.png|Change Calendar|link=https://docs.hornbill.com/servicemanager-user-guide/change-calendar/overview/]] | ||
| + | <!-- | ||
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__[[Main Page|Home]] > Service Manager | __NOTOC__[[Main Page|Home]] > Service Manager | ||
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== Related Articles == | == Related Articles == | ||
:* [[Change Requests]] | :* [[Change Requests]] | ||
| + | :* [[Release_Requests|Release Requests]] | ||
| + | :* [[Schedule Action Item]] | ||
|} | |} | ||
<BR> | <BR> | ||
| + | |||
== Calendar == | == Calendar == | ||
| − | The Calendar provides a month by month view of the scheduled changes. Changes will only be visible if a schedule date has been added to the request using the [[Schedule Action Item]] on the request. | + | {{#ev:youtube|TaXJJt19ykQ|400|right}} |
| + | |||
| + | The Calendar provides a month by month view of the scheduled changes and releases. Changes and releases will only be visible if a schedule date has been added manually to the request using the [[Schedule Action Item]] on the request, or automatically using the schedule change / release business process options. | ||
=== Views === | === Views === | ||
| − | On the tool bar there are a number of views that have been provides that allow you to filter the calendar to only show particular changes. These views include | + | On the tool bar there are a number of views that have been provides that allow you to filter the calendar to only show particular changes or releases. These views include |
| − | :* ''' | + | :* '''Changes''' |
| − | :: All | + | :: This option will only show Change Requests which have been scheduled on the Calendar |
| − | :* '''My | + | :* '''Releases''' |
| − | :: This option will show all the | + | :: This option will only show Releases which have been scheduled on the Calendar |
| + | :* '''All''' | ||
| + | :: This option will show both Change Requests and Releases which have been scheduled on the Calendar | ||
| + | :* '''All Requests''' | ||
| + | :: This option will show all requests irrespective of ownership or which Service they have been raised against | ||
| + | :* '''My Requests''' | ||
| + | :: This option will show all the Changes and Releases that are owned or assigned to the person viewing the calendar | ||
:* '''My Services''' | :* '''My Services''' | ||
| − | :: By selecting the ''My Services'' option, only the | + | :: By selecting the ''My Services'' option, only the Changes or Releases that are associated to the services that the user supports are visible. This can be filtered down to an individual Service by selecting a service that is listed under this option. |
The calendar can be filtered to show requests that come under a particular authorization status. These include: | The calendar can be filtered to show requests that come under a particular authorization status. These include: | ||
:* '''Not Authorized''' | :* '''Not Authorized''' | ||
| + | :: View changes that where the authorization is still pending | ||
:* '''Authorized''' | :* '''Authorized''' | ||
| + | :: View changes that have been authorized | ||
| + | :* '''Rejected''' | ||
| + | :: View changes that have been rejected | ||
:* '''All''' | :* '''All''' | ||
| − | :: When All is selected, | + | :: When All is selected, requests in the calendar can still be identified as ''Authorized'' by the green flag along the left side of the scheduled request, and ''Not Authorized'' with a blue flag along the left side of the scheduled change. In addition the type of request can be identified by it's icon on the scheduled entry. |
| + | |||
| + | ===Status Colors=== | ||
| + | The status of changes and releases on the calendar can be easily seen by the following color scheme | ||
| + | :* '''Blue''' | ||
| + | :: The change is in an ''open'' state | ||
| + | :* '''Green''' | ||
| + | :: The change has been successfully ''resolved'' | ||
| + | :* '''Grey''' | ||
| + | :: The change record has been ''closed'' | ||
| + | |||
| + | == Change Freeze Periods == | ||
| + | |||
| + | Users with the '''Full Change Management Access''' or the '''Full Release Management Access''' roles will be able to add and manage global change freeze periods on the Change Calendar. | ||
| + | |||
| + | * Adding a new Change Freeze period | ||
| + | : Users with the above roles will be able to select the [[File:Change_Calendar_Freeze_period.png]] icon to add, edit or remove change freeze periods. | ||
| + | :* To add a new change freeze period select the '''+''' icon | ||
| + | ::* Provide a start and end date and time | ||
| + | ::* Provide a change freeze description | ||
| + | |||
| + | * Edit or Delete Change Freeze Periods | ||
| + | : Select the [[File:Change_Calendar_Freeze_period.png]] icon and either the '''pencil''' to edit the date / times or description of the change freeze, or the '''trash can''' to permanently delete the change freeze period | ||
| + | |||
| + | All Active change freeze periods will be visible on the change calendar and are indicated by a '''grey''' colour in the calendar dates. | ||
| + | * Hovering over a change freeze period will display more information | ||
| + | * Change Freeze periods are automatically checked on Change and Release requests when users attempt to schedule dates to the change calendar. Collisions are highlighted, and enforced. | ||
== Access == | == Access == | ||
The following roles are required to view and use this feature | The following roles are required to view and use this feature | ||
| − | :* Change Calendar Viewer | + | :* '''Change Calendar Viewer''' |
| − | + | :: This role will enable the ''Change Calendar'' menu item under ''Service Manager''. View only access to the ''Request List'' for changes will also be available. | |
| − | [[Category: | + | :* '''Collaboration Role''' |
| + | :: This role is required for all users using the Hornbill portal. | ||
| + | --> | ||
| + | [[Category:HDOC]][[category:Videos]] | ||
Latest revision as of 22:51, 1 February 2024
This document can now be found at its new location in the Hornbill Document Library.
