Add Or Edit A TEBR With A Release

Over the next few weeks, we will be updating our user interface to make it more consistent. The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

TEBRs with Releases are listed under the My Environment Booking tab and the TEBR tab of the Environment Requests page.

TEBRs can also be added without an associated Release.

Users can print or export TEBRs.

A single TEBR can be imported from XLS (Microsoft Excel).

Now, administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Plutora.

To view the TEBR workflow:

TECR workflow

Workflows allow administrators to control the way TEBRs are processed. Using the TEBR Status Customization, administrators can set:

  • The sequence of TEBR Statuses for each TEBR Type.
  • The User Groups or User Roles that have the permission to update each TEBR Status.

For instance, a TEBR Type might have a workflow based on the TEBR Statuses: Draft > Active > Complete. All User Roles might have permission to change the TEBR Status from Draft to Active (using the Status drop down menu) but only a Manager User Role might have permission to change the TEBR Status from Active to Complete. This workflow would allow managers to check each TEBR before it is completed.

If the Enable TEBR Workflow checkbox is selected in TEBR Status Customization, users can click Expand WorkflowExpand Workflowto view the TEBR’s workflow path. Clicking Collapse Workflow Collapse Workflow hides the workflow.

 

To add or edit a TEBR with a Release outside the Release Manager:

To add or edit a TEBR with a Release:

  1. Add a TEBR, do one of the following:
    To add a TEBR, you must have the Create Environment Booking Request user permission.

    • Go to Environments > New TEBR in the navigation menu.
    • Go to Environments > Environment Requests and click TEBR.
    • Go to Environments > Environment Requests, click the TEBR tab, click to select a TEBR  and select Duplicate from the Action drop down menu.
    • Go to Environments > Environment Schedule and left click and drag your mouse cursor along the timeline under Switch to > Conflict View or Environment Group View. This will open the Add TEBR pop up.
  2. Edit a TEBR:
    To edit a TEBR, you must have the Update Environment Booking Request user permission.

    1. Go to Environments > Environment Requests.
    2. Click the TEBR tab.
    3. Click a blue-linked TEBR Number or TEBR Title to open a TEBR.
      ID is auto generated. 

  3. Type a Title. (Mandatory field.)
  4. Type a Description.
  5. Administrators can make TEBR fields mandatory with the TEBR Mandatory Details Customization.
  6. Select a type from the Type drop down menu.
  7. Select a status from the Status drop down menu.
    If the TEBR Workflow is enabled in theTEBR Status Customization, only the Statuses that are part of the workflow for the TEBR Type can be selected. If TEBR Workflow is not enabled, all Statuses will be selectable. TEBR Statuses can be customized from the TEBR Status Customization.  
  8. Select a time slot:
    1. Click to select a Time Slot to choose an hour range:
      Administrators can create time slots using the TEBR Time Slots Customization

      • On the same day: While filling in a blank TEBR, select a Time Slot to fill in the time slot’s hour range for the current day.
      • When the date and time are already populated: While editing a TEBR, select a Time Slot to repopulate the start and end times while keeping the dates.
        If a date in the past is selected and the Do not allow past dates to be selected checkbox is selected on the TEBR Mandatory Details Customization, you will need to change the date to the future in order to save. 

        Or:
  9. Manually select a start and end date and time:
    1. Select a Start Date/Time. (Mandatory field.)
    2. Select an End Date/Time. (Mandatory field.)
  10. Click and select a User or User Group from the Assigned To drop down menu. (Mandatory field.)
    Hover your mouse cursor over a User Group in the Assigned To field to show the group members. 
  11. Click the blue linked number next to the paperclip paperclip to manage attachments, such as Microsoft Word files or images: An attachment can only be added after the initial save.
    1. To add attachments:
      1. Click Add Attachment.
      2. Click to select the attachment.
      3. Click Open.
    2. To add a URL:
      1. Click Add URL.
        Add URL
      2. Type a valid URL in the URL Link field.
      3. Click Save & Close.
    3. To view an attachment or URL:
      1. Click the view button:
        View eye change
    4. To download an attachment:
      1. Click the download button.
        Download change attachment
    5. To delete an attachment or URL:
      1. Click the delete button.
        Delete Change attachment
  12. Manage Watchers:
    Watchers are external users, who made the booking in ServiceNow, or Plutora Users, or Plutora User Groups, who want be informed of TEBR updates. If you are adding a new TEBR, click Save to make the Watcher options appear.

    1. Add Watchers:
      1. Click the green cross button.
        Green Cross Stryka
      2. Click to select the External User radio button, then type the external user’s email address.
        Add Watcher pop up
        Or
      3. Click to select the Plutora User/Group radio button, then select a User or User Group.
    2. Delete Watchers:
      1. Click the red delete button next to the Watcher’s email address, Username or User Group.
        Failed
  13. Click Save.
    The Additional Information tab is now part of the Details tab. Its fields will be grayed out if the mandatory fields in My Environment Booking Information are not completed and saved.  
  14. Fill in the fields under the Additional information panel and tabs.
    • The Additional Information fields are fields, which administrators have added using the TEBR Custom Fields Customization.
    • These fields will vary between each Plutora installation.
    • Please consult your administrator for the procedure for filling in these fields.
      If a user lacks permission to see a custom field tab’s fields, that tab will now be hidden for that user. (The permission is set in TEBR Custom Fields Customization.)
  15. Click to select the Booking with Project/Release radio button.
  16. Click to select a release from the Project/Release Name drop down menu.
    The Project/Release Description field will fill.
  17. Manage System Details:
    Systems on the TEBR pop up are now organized by Systems Subtype.
    System Details March 2017

    1. Add a System:
      Add Remove Systems pop up March 2017

      1. Click Add/Remove Systems.
      2. Drag Systems from the Systems Available panel on the left-hand side of the pop up to the Systems Subtypes on the right-hand side of the pop up.
      3. Click Save & Close.
    2. Delete a System:
      1. Click Add/Remove Systems.
      2. Drag the Systems you want to remove from the Systems Subtypes on the right-hand side of the pop up to Systems Available on the left-hand side of the pop up.
      3. Click Save & Close.
  18. Use Live Search to filter Environments and Environment Groups:
    1. Live Search now searches the following fields and results will be returned for both partial and full matches on search terms: 

      • Description.
      • Environment Name.
      • Environment Group Name.
      • Phase Usage.
      • Scheduler Display.
      • Status.
      • System.
      • URL.
      • Vendor.
      • Icon.
    2. Click to select:
      1. The Utilized checkbox to Live Search for Environments that are being used.
      2. The Idle checkbox to Live Search for Environments that are not being used.
      3. A Phase from the Is Available for drop down menu to Live Search for Environments that are free for that Phase.
        Administrators can prevent users from viewing and booking Environments and Environment Groups outside their Portfolio Association by selecting the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission
  19. Users can now use Query Builder to filter their Environments.
    Environment Selection Dec 2106 TEBR with Release red arrow
  20. Drag Environments by the gray boxes onto Drop Environment Here on the phase:
    • Drop the environment when you see the green tick.
    • Environment conflicts are visible as red boxes after dragging and dropping the Environments.
      Environment-Selection-TEBR-with-release red arrow
    • If the Environment’s Status has the Unbookable checkbox selected in the Environment Status Customization, or has already been booked, you will not be able to book it.
    • Environments that cannot be booked will display a red circle and slash.
      Environment cannot be booked
    • The availability of the Environment for each Phase is displayed when users select the Phase from the Is Available for drop down menu.
    • Environments can have child and grandchild Environments. Dragging and dropping an Environment with child and grandchild Environments will drop the parent Environment, and the child and grandchild Environments.
    • Environments tab shows Environments organized into Environment Groups and allows users to book whole Environment Groups (or the Environments inside them).
  21. Check there are no conflicts with other Releases in the Assess My Environment Booking Conflicts with other Projects/Releases and TEBRs panel.

    Hover your mouse cursor over TEBR bars to open the tooltip, which now contains the TEBR Requester and TEBR Type.
  22. Click the pen-shaped edit button on environments to:
    1. Change the Start Date and End Date to fix conflicts.
    2. Change the status of the environment from Pending to Approved or Rejected using the checkboxes.
      You can only change the status if you have the Approve Environment Allocation in Scheduler user permission and you have been selected as an approver in the View/Edit System Details pop up under the My Environment Booking Approvers tab for that System.  
    3. Click Save & Close when you are finished.
  23. Answer the Environment Specific questions by clicking to select the radio buttons.
    Environment specific questions
    Administrators can now add more than four Environment Specific questions, using TEBR Form Customization.
  24. Click Save.

The comments tab allows users to comment on the TEBR and answer other user’s comments.

  1. Click the Comments tab.
  2. To add a comment:
    1. Type your comment into the Enter Comment Here field.
    2. Click Send.
  3. To edit a comment:
    1. Click Edit on the comment.
    2. Edit the comment.
    3. Click Update.
  4. Delete a comment:
    1. Click Delete on the comment.
    2. Click Yes.

  1. Click Save & Close.

 

Click the hourglass-shaped button History to view the Audit History of the record. To see more information about Audit History, click here.

Users can copy a TEBR URL to the clipboard by clicking the Copy to Clipboard Copy to Clipboard URL button button on the top right of the pop up.

Query Builder allows users to create and save their own private searches and use public searches. (Users must have the Create/Delete Environment Public Query Builder user permission to create, edit or delete public queries.)

To use Query Builder, click the funnel-shaped button Funnel-shapped Filter button on the TEBR pop up. See Manage Query Builder for more information.

Click the right side Query Builder buttonGrid column filter button to open the quick access menu, which lists private and public queries.

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