Assign Technicians to Change Roles

Change roles are stage-based access permissions for technicians defined exclusively for the Change module.

Role Required: Users with Add/Edit Change Stage permission.

Assign Technicians from Change Form   

You can assign technicians to change roles while creating or editing change requests.

• Critical change roles are displayed along with the change properties.
• Other supporting change roles are displayed under Roles section in the Add/Edit Change form.

Assign Technicians from Change Details Page  

After creating a change, you can assign technicians to change roles from the change details page,

• In the change details page, go to Roles tab on the left pane.
• Click Edit to assign technicians in all role fields. You can also click to spot-edit a role field.
• Select the user from the drop-down to assign or reassign the role. Users are listed based on whether the role is limited to:
  • All users
  • Technicians
  • Technicians present in change request’s site and group
  • Only support groups.