Change Requests
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Introduction
The Change Request form is used to formally manage changes in the environment. A number of different tools are provided to help you record information against the Change, communicate with the connected customers, and collaborate with your co-workers.
Features
Heads-Up Display
The Heads-Up Display is a graphical representation of the business process that support the Change. This is an optional display which uses the stages and checkpoints within a process to visualize the progress.
- The entire process is displayed as a grey bar with circles representing the different stages
- The active stage is represented by a large green circle followed by a connector to the next stage
- The connector will progressively turn green until the next stage is reached
- Checkpoints are displayed below each stage
- Grey Checkpoints are yet to be completed
- Completed Checkpoints are represented with a green check mark
- The Heads-up Display shows just the Stages, and when the mouse if moved over the Heads-up Display, the Checkpoints are exposed
- The Heads-up Display can be Pinned to make the display of the Checkpoints persistent on all Incidents
Action Bar
The Action Bar contains the majority of functions that you can apply to a Change. These actions are placed near the top of the Problem form and collected together to allow for quick access to update the Change. The available Actions can be either made visible or hidden for different types of Changes, based on the Service they are associated to. The supporting Business Process Workflow that sits behind the Change can enforce the display of an action when that action is required to be completed.
- Update
- Phone Call
- Attachment
- Link
- Customer
- Assign
- Escalate
- Assets
- Boards
- Resolve
- Cancel
- Connections
- Schedule