Change List View
The Changes module presents two views namely, List view and Calendar view with the change list being the default view. While both views offer some common displays and actions, they are used for different purposes.
The change list is a compact, table view that allows you to perform various change actions from creation to deletion; customize change filters, change columns, and the number of changes to be displayed.
The calendar view helps you see at a glance the schedule of various changes in weekly and monthly calendars; customize the display based on sites and change types.
The document discusses in detail how you can optimize each change view to perform different actions. To learn about specific topics, visit the following links:
- Performing Actions
- Using Filters
- Searching Changes
- Configuring Table Settings
- Setting Change Count
Change List View
In the change list view page, you can create and track change requests. Other actions that you can perform on changes in the list view are as follows:
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Display specific changes by using default filters.
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Add custom filters based on change criteria.
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Display specific change columns by adjusting the table settings.
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Search changes by columns.
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Perform bulk actions such as pick up and delete changes and assign technicians. (The technician you assign will be the change owner.)
Performing Actions
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To create a new change, click New, fill out the displayed form, and click Save.
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To pick up changes in bulk, select the changes and click Pick Up.
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To close changes in bulk, select the changes and click Close. In the Close Changes pop-up, provide the change status, comments, closure code, and closure details.
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To assign a technician to multiple changes, select the changes, choose the technician from the Select Technician drop-down, and click Assign. The technician you assign will be the change owner.
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To delete changes in bulk, select the changes and click Delete.
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To add a note to a change, click the 
icon displayed next to the change.
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To edit a change, click the 
icon displayed next to the change.
Using Filters
The change list view comes with default filters such as All Changes, Open Changes, My Open Changes, and more. You can choose a filter to display the corresponding changes.
Besides using default filters, you can create custom filters for changes. Under the Filter drop-down, click the 
icon. Provide a name and description for your filter.
Mark the filter 'public' if you want to display the filter for all users who can view the Changes module.
Select the criteria for the filter. For example, you can set the filter criteria to display all changes from the Hardware group by choosing 'Group' under Column, 'is' under Criteria, and 'Hardware' under Value. If you are a change manager and want to view only the changes you oversee, you can set the criteria to be 'Change Manager is <your name>' for Column, Criteria, and Value respectively.
You can optionally preview the filter after creating it. Once you click Preview, all changes under the previewed filter will be listed.
After you preview the filter, click Save. Alternately, you can click Save and Add New to continue adding more custom filters. At anytime you want to withdraw the filter creation process, click Cancel.
Under Manage Views
, you can quickly preview custom filters and mark them public. You can also search, add, and edit custom filters from within Manage Views. To perform these actions, use the corresponding icons as shown below:
Searching Changes
Besides the global search, you can use column-wise search for changes. For example, you can search changes by site, owner, urgency, and more. Click the search icon 
displayed on the menu bar. Type your keywords on the displayed box under the required column and press Enter.
Configuring Table Settings
Under Table Settings, you can select the change columns to be displayed and also reorder them. Click the 
icon displayed in the menu bar. Select the columns to be displayed. To reorder the columns, hover over a column, place your mouse pointer on the Grip icon 
, and drag the column to the required position. Click Save to apply the modifications.
Change Count Settings
The change list view by default displays 25 changes. Under the change count drop-down, you can modify it between 25 and 250.
Change Calendar View
Click Calendar View 
on the menu bar to display the changes in a calendar.
The monthly view opens by default and you can change it to weekly as and when required.
Change calendar view is slightly different from the list view except for the change filters. In the calendar view, you can display changes based on site and change type. You can choose a site from the site filter displayed on top of the calendar view. After you choose a site, all changes in the site will be displayed in the calendar. As for the change type, you can select the required types from the bottom of the calendar view. Change bars on the calendar are color-coded based on change type for quick and easy interpretation.
Learn more about Change Calendar View here.
Mini Calendar
The Mini Calendar available on the left pane displays the change requests scheduled for the current month. You can switch the month around to see different change schedules. You can also close the mini calendar by clicking the 
icon. At anytime you want to open the mini calendar, click the 
icon on the top left corner of the page.
