Change Details

To view change details, tap your preferred change. The details screen displays the change overview. You can view roles, take approval actions, modify stage and status, add attachments, work logs, and tasks.

 

 

This document discusses the actions that can be performed on the change details screen.

 

View Technician Details 

On the change details screen, tap on the top-left of the screen to view the technician details.

 

 

Assign/Pick Up Changes 

Besides assigning a change owner, you can modify the group, site, or other technician roles from the details screen.

  1. Tap and choose Assign.

  2. Select a change owner, modify the site or group if required.

  3. Tap .

 

 

 

To pick up a change from the change details screen, tap  on the top-right of the screen and choose Pick Up.

 

 

Modify Stage/Status

On the change details screen, tap the Status drop-down and modify the stage and status as required.

 

 

Overview 

The change details screen displays the overview of the change. Change details are non-editable.

Tap to view the details of changes in each stage.

 

Change Stages 

Available stages are: Submission, Planning, CAB Evaluation, Implementation, UAT, Release, Review, and Close.

In each stage, details are captured in the following tabs: Details, Tasks, Schedule (only for the planning stage), and Status Comments.

Stage details are non-editable. However, you can add tasks to the stages.

 

 

Add Tasks 

Tap on the top of the screen to add tasks.

 

 

Modify Status 

Based on your permission, you can change the status from the change overview.

 

  

Roles 

Tap Roles at the bottom of the details screen to view the roles of technicians in the change. Alternatively, tap More > Roles to view the change role details.

 

 

 

Approvals 

Tap Approvals at the bottom of the details screen to view the approval levels associated with the approval stage.

 

 

 

Depending on your permission, you can take actions or delegate the approval. To do this, swipe the approval card to the left and tap Delegate or Take Action.

 

 

History 

 

 

More Options 

Click More at the bottom of the screen to access roles, approvals, history, associations, conversations, work logs, or tasks added to the change.

Associations 

Track the requests caused by the change and the requests that caused the change. Based on your permission, you can edit the associated requests.

 

 

Conversation 

 

Captures system notifications, notes, and emails related to the change. Tap on an entry to view its details.

 

 

Work Logs 

View the list of all work logs added to the change. You can view the total time and cost accrued from all work logs in the change.

 

 

 

Tasks 

View, add, edit, and delete tasks related to the change. You can also add work logs to tasks.

 

 

For more details on adding or editing tasks, visit this page.