Release Requests

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Introduction

Release Management helps facilitate the release of one or more related changes. A number of different tools are provided to help you record information against the release, communicate with the connected uses, and collaborate with your co-workers. Scheduled Releases are added to the Change Calendar to help with planning and identifying conflicts.

Features

Heads-Up Display

The Heads-Up Display is a graphical representation of the business process that supports the Release process. 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 Release. These actions are placed near the top of the Release form and collected together to allow for quick access to update the Release. The available Actions can be either made visible or hidden for different types of Releases, based on the Service they are associated to. The supporting Business Process Workflow that sits behind the Release can enforce the display of an action when that action is required to be completed.

Update

The Update Action within a request is used for posting information into the Timeline which can be used for collaborating with your team members.

Attachment

Add images, documents, pdfs, and more directly to this request

Link

Link this request to other requests

Email

Send an email directly from the request

Assign

Reassign the request to another team or user

Connections

Add other users that might have an interested in this request and keep them updated by email

Escalate

Reset the Priority for this request

Assets

Associate One or more assets to this request

Boards

See what Boards this request is on or add it to a Board

Schedule

Schedule this request and have it available on the Change Calender

Resolve and Close

Capture resolution details

Cancel

Raised by mistake? Use this option to cancel a request

Information Box

Located at the top right of the request form, this provides some on hand information about the request including the team and person that the request is assigned to, the status, when it was raised, what the priority is, and if the request is under a Service Level Agreement the Service Targets will be displayed.

Raised By

When a request is raised, the analyst who raised it, is added to the Raised By collapsable section of the request. This section contains their contact information.

Details

Capture, view, and update the Summary and Details of the request.

Timeline

The Timeline keeps track of all the history of the request. Use the Filter to show updates of a specific type. Comment and collaborate on any update that has been made.

Members

The Members feature lets you invite people into a request who may not normally have access. Adding a user as a member will notify them that they have been added. Once added they will be able to see the request as if they were part of the team.

Activities

Activities can consist of Activities that have been automatically created and assigned as part of a BPM workflow or at any point a support person can manually add an activity to schedule any work that they are going to do.