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Add Change Requests

Add a Change Request

In the drop-down menu, select the 'Add change' option. The 'Add new change to <element name>' dialog displays.

Mandatory fields on the dialog are indicated by a red asterisk (*).

Complete the fields as directed here.

Field

Action

See also

Name

Type an appropriate and meaningful name for the requested change.

Status

Click on the drop-down arrow and select the appropriate request status; that is:

  • New
  • Verified, or
  • Complete

Priority

Click on the drop-down arrow and select the appropriate priority value; that is:

  • High
  • Medium, or
  • Low

Requested by

Click on the drop-down arrow and select the name of the person requesting the change.

Requested on

Click on the calendar icon and select the date on which the request was made.

Completed by

If the change has been completed, click on the drop-down arrow and select the name of the person who completed it.

Completed on

Click on the calendar icon and select the date on which the requested change was completed.

Version

Type in a version number or letter to indicate any evolution of the same change. Generally, '1.0' indicates the first instance of a change.

Description

Type in a description of the change, what it is intended to be and why it is necessary.

You can format this text using the facilities provided in the Notes toolbar. These are:

  • Bold
  • Italic
  • Underline
  • Numbered list
  • Bulleted list
  • Superscript text
  • Subscript text
  • Set color of selected text

History

If there is any background to this change, such as previous versions, document them here (you might copy the 'Description' from the last version or iteration of this change, for example). It is recommended that you include a date stamp and user initials in the entry.

You can format this text using the facilities provided in the Notes toolbar.

Add

Click on this button to submit the details and create the change request on the selected element.

This message is displayed:

     Change <name> was successfully added to <element name>.

Either:

  • Work through the fields again, defining another new change request on this element, or
  • Click on the icon to return to the 'Properties' view of the element, now showing the new record in the 'Changes' panel

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