Implementation Details

The prerequisites and process for implementing the change are materialized through projects and tasks assigned to various technicians.

Details

The Details sub-tab displays any additional field configured to collect information about the change implementation process. Depending on your change role and permissions, you can spot-edit the additional field.

Add Tasks

You can add and manage tasks to break down the work involved in implementation stage.

In the Tasks sub-tab,

• Click to add a task. You can also quick add tasks by clicking .
• To add tasks from existing change task templates, click .
• Click Organize to set the order in which tasks must be executed.
• Click Dependencies to set parent-child relationship between tasks.
• Click to edit, delete, or close a task. You can also select multiple tasks and click on the toolbar to close or delete tasks in bulk.
• Select multiple tasks and use the toolbar buttons to pick up, assign or trigger tasks.

Click on a task name to open the task details page. You can view the comprehensive details of the task, spot-edit the task fields, add comments or work logs, and track history from the task details page.

You can also manage tasks from the Actions menu on the toolbar or from the Tasks tab on the left pane. Learn more.

Add Notes

Technicians can add notes add important information about change implementation and tag users to notify them.

In the Notes sub-tab,

• Click Add Notes. Add the notes details and enter @ to tag users.
• Click Edit on a note to modify the note content. You can only edit the notes added by you.
• Click Delete on a note to remove the note.
• Click or beside Add Notes option to expand or collapse all notes.
• Click to sort the order in which the notes are displayed.

You can also add notes from the Actions menu on the toolbar or from the Notes tab on the left pane. Learn more.

Approvals

Track the approval levels associated with the planning stage via workflow. Depending on your permissions, you can perform approval actions on the change.

In the Approvals sub-tab,

• Click Add Approvals to configure additional approvals in the approval levels added from workflow.
• Select approvals and click Send for Approval to trigger approval reminder to the approvers via email.
• If you are an approver, you can take approval actions in the approval level table.
• Hover over an approval and click to remove the approval.

From the Level Actions drop-down, you can approve, reject, edit or delete approval levels based on your permissions.

Associations 

Associate projects used to manage the change deployment. 

Create and Associate Project Request: You can create a project request with the change details and associate it with the change request.

1. Go to Associations sub-tab in the implementation stage.
2. Select Create New Project or New.
3. The New Project form opens up with the change details auto-populated in relevant fields.
4. Add necessary details and click Save.
5. Navigate back to the change implementation stage and click Associate Projects or Associate.
6. In the slider window, select the project and click Apply.

Associate Existing Projects: You can associate open project requests already created under Projects module.

1. Click Associate Projects or Associate.
2. In the slider window, select the projects to associate with the change.
3. Click Associate.

 You can also associate projects from the right pane or from the Actions menu.

To remove associated projects, select the project request and click Dissociate.

Status Comments

View the status transitions of the change in the implementation stage, along with the comments added during transitions.