Create Release Request

Go to Releases tab and click New Release in the release list view or template view. Use the icon to create a release request by using predefined templates.

Role Required: SDAdmin, SDReleaseManager, Technicians with Create Releases permission.

 

 

Depending on the predefined template is selected, the fields and field information are auto-populated in the New Release form. If no template is selected, the default release template is used.

The workflow associated with the template is auto-selected. You can change the template and workflow if needed.

 

 

SDAdmin can configure release templates under Setup > Templates & Forms > Release Template.  
Similarly, release workflows can be configured under Setup > Automation > Workflows

Fill out the fields displayed on the form using the following pointers:

Fields

Description

Release Requester

User who requests the release process to be initiated.

Type

The business impact of the release. The SDAdmin can configure release types based on the change request under Setup > Customization > Change Management > Change Type.

Impact

Describe if the release will affect business, department, group, or user.

Urgency

Refers to how quickly the release must be completed.

Stage *

Submission will be selected by default and cannot be modified.

Status *

Requested will be selected by default and cannot be modified.

Comment *

Add any additional information related to the stage and status.

Site

Select the site where the release is scheduled.

Group

Select the technician group involved in the release.

Release Engineer

The technician who plays the central role in planning, deploying, and reviewing the release.

Release Manager

The technicians who manages the release process throughout its lifecycle. It is recommended to associate a user for this role while creating the release.

Priority

Indicate how important a release is vital to the organization.

Risk

Describe the potential threat to the organization's business functions while implementing the release.

Category

Assign a category to the release request.

Sub Category

Assign a sub-category to the release request based on the category.

Item

Assign an item to the release request based on the category and sub-category.

Scheduled Start/ScheduledEnd

The dates on which the release is planned to start and end. This is only an estimated schedule while the actual schedule may vary.

Services Affected

Lists the services that might be affected by the release.

Assets Involved

List the assets that might be involved in this release.

CIs Involved

Lists the CIs that might be involved in this release.

Reason for Change

List the reasons why the associated change had to be initiated.

SDAdmins can configure reasons for change under Setup > Customization > Change Management.

Title

Add a name for the release request. (Limited to 250 characters)

Description

Provide the release details.

Attachments

Upload any related files, documents, images, or videos.

Development Head

Select the user responsible for building the service deliverable and documentation.

QA Manager

Select the user accountable for testing the service deliverable.

UAT Owner

Select the user responsible for managing UAT testing of the service deliverable.

Release Reviewer

Select the user who evaluates the entire release process after deployment.

 

After specifying the release request details, click Save.

 

Some fields might be removed/replaced with additional fields, customized to the template.