Difference between revisions of "Change Calendar"
Jump to navigation
Jump to search
(→Views) |
|||
(14 intermediate revisions by 2 users not shown) | |||
Line 1: | Line 1: | ||
+ | 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 | ||
Line 13: | Line 17: | ||
== Related Articles == | == Related Articles == | ||
:* [[Change Requests]] | :* [[Change Requests]] | ||
+ | :* [[Release_Requests|Release Requests]] | ||
:* [[Schedule Action Item]] | :* [[Schedule Action Item]] | ||
|} | |} | ||
Line 18: | Line 23: | ||
== Calendar == | == Calendar == | ||
− | 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 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 === | ||
Line 27: | Line 34: | ||
:* '''Releases''' | :* '''Releases''' | ||
:: This option will only show Releases which have been scheduled on the Calendar | :: 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''' | :* '''All Requests''' | ||
− | :: | + | :: This option will show all requests irrespective of ownership or which Service they have been raised against |
:* '''My Requests''' | :* '''My Requests''' | ||
:: This option will show all the Changes and Releases that are owned or assigned to the person viewing the calendar | :: This option will show all the Changes and Releases that are owned or assigned to the person viewing the calendar | ||
Line 37: | Line 46: | ||
:* '''Not Authorized''' | :* '''Not Authorized''' | ||
+ | :: View changes that where the authorization is still pending | ||
:* '''Authorized''' | :* '''Authorized''' | ||
+ | :: View changes that have been authorized | ||
:* '''Rejected''' | :* '''Rejected''' | ||
+ | :: View changes that have been rejected | ||
:* '''All''' | :* '''All''' | ||
:: 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. | :: 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 == | ||
Line 48: | Line 86: | ||
:* '''Collaboration Role''' | :* '''Collaboration Role''' | ||
:: This role is required for all users using the Hornbill portal. | :: This role is required for all users using the Hornbill portal. | ||
− | [[Category: | + | --> |
+ | [[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.