Add Or Edit Independent Releases

Independent Releases are intended to stand alone and be separate from other releases, although they can also become Child Releases of Enterprise Releases.

Users can save time by duplicating an Independent Release rather than creating it from scratch.

Users can also create Enterprise and Project Releases.

See Introduction to Release Manager for how to filter and find Releases. Users can also bulk update, duplicate, export, and delete Releases.

Release Manager Nov 2016

Change Workflow

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

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

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

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

 

To add or edit an Independent release:

Only users with the Update Independent Release permission can add or edit Releases.  Administrators can hide tabs using the View Non-Enterprise Release tabs user permission.  

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

  1. Go to Releases > Release Manager.
    Add: Select Independent from the Add New drop down menu.
    Edit: Click the blue links to open the release. Click to edit the Release Status drop down menu.
    Indepen Releases copy to url button
  2. Select the release package from the Release Package drop down menu (optional).
    Release Package drop down
  3. Type the:
    1. Release ID.
    2. Name.
    3. Summary: Format the summary using the formatting buttons.
  4. Select a Type from the Type drop down menu.
  5. Select Risk Level from the Risk Level drop down menu.
  6. Click the blue linked number next to the paperclip paperclip to manage attachments, such as Microsoft Word files or images:
    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
  7. Type the Location.
  8. Type a hex code into Scheduler Color. Check the tooltip for a link to a site containing hex codes.
  9. Select an Implementation Date.
  10. Select a Portfolio Association.
  11. Select a Release Dependency: The parent Enterprise Release of the Independent Release.
    Administrators can customize the Dependency field label.  

    When editing the Dependency, the new Phase/Gates Migration pop up will help users to select how the Phases and Gates and their associated Activities and Criteria from the Parent and Child Release are handled.

    Phases Gates Migration pop up Independent

    1. There are four scenarios. Select the following radio buttons:
      1. Remove ALL Phases/Gates and Inherit All Phases/Gates: Remove all the Phases/Gates from Child Release and inherit all the Phases/Gates from Parent Release:
        User Story: As a Release Manager, I would like to move a Release to a different Parent Release quickly and I do not want to lose any data, or make a decision around what associated items are to be discarded. I want to retain the ability to come back to this Release in the future and remove any unnecessary Phases, Gates, Activities, and Criteria.

        1. Old Parent Release Phases/Gates:
          • Phases/Gates: Deleted.
          • Bookings: Deleted.
          • Activities/Criteria: Deleted.
        2. Unique Child Release Phases/Gates:
          • Phases/Gates: Deleted.
          • Bookings: Deleted.
          • Activities/Criteria: Deleted.
        3. Unique New Parent Release Phases/Gates:
          • Phases/Gates: Copied from the new Parent Release.
          • Bookings: Skipped.
          • Activities/Criteria: Copied from the new Parent Release.
      2. Maintain All Phases/Gates and Do not inherit Phases/Gates: Maintain all the Phases/Gates from the Child Release and do not inherit any Phases/Gates from Parent Release:
        User Story: As a Release Manager, I would like the ability to make a correction to the Parent Release selected for a Project Release. As this item is already deployed I want to keep all Child Phases/Gates and associated Activities and Criteria, and not inherit anything from the Parent Release, as the Parent Release does not accurately reflect the dates items took place.

        1. Old Parent Release Phases/Gates:
          • Phases/Gates: Deleted.
          • Bookings: Deleted.
          • Activities/Criteria: Deleted.
        2. Unique Child Release Phases/Gates:
          • Phases/Gates: No changes.
          • Bookings: No changes.
          • Activities/Criteria: No changes.
        3. Child Release Phases/Gates Common with the new Parent Release Phases/Gates:
          • Phases/Gates: No changes.
          • Bookings: No changes.
          • Activities/Criteria: No changes.
        4. Unique New Parent Release Phases/Gates:
          • Phases/Gates: Skipped.
          • Bookings: Skipped.
          • Activities/Criteria: Skipped.
      3. Maintain ONLY Phases/Gates that have Start Dates less than or equal to today and Inherit FUTURE Phases/Gates: Maintain Phases/Gates that have start date less than or equal to today, and inherit future Phases/Gates:
        User Story: As a Release Manager, I would like the ability to retain all historical completion dates and Activity statuses when I move a Project from one Enterprise Release to another. When my Project slips to a later Release, I do not want to lose all historical data/dates, I only want to inherit future due dates/statuses.

        1. Old Parent Releases Phases/Gates:
          • With a past Start Date for the Phase or Gate:
            • Phases/Gates: Remain with no changes.
            • Bookings: Remain with no changes.
            • Activities/Criteria: Remain with no changes.
          • With a future Start Date for the Phase or Gate:
            • Phases/Gates: Deleted.
            • Bookings: Deleted.
            • Activities/Criteria: Deleted.
        2. Unique Child Release Phases/Gates:
          • With a past Start Date for the Phase or Gate:
            • Phases/Gates: Remain with no changes.
            • Bookings: Remain with no changes.
            • Activities/Criteria: Remain with no changes.
          • With a future Start Date for the Phase or Gate:
            • Phases/Gates: Deleted.
            • Bookings: Deleted.
            • Activities/Criteria: Deleted.
        3. Child Release Phases/Gates Common with the new Parent Release Phases/Gates:
          • If a new Parent Release Phase/Gate Start Gate is in the past or today:
            • With a past Start Date for the Child Phase or Gate:
              • Phases/Gates: Remain with no changes.
              • Bookings: Remain with no changes.
              • Activities/Criteria: Remain with no changes.
            • With a future Start Date for the Child Phase or Gate:
              • Phases/Gates: Deleted.
              • Bookings: Deleted.
              • Activities/Criteria: Deleted.
          • If a new Parent Release Phase/Gate Start Gate is in the future:
            • With a past Start Date for the Child Phase or Gate:
              • Phases/Gates: Remain with no changes.
              • Bookings: Remain with no changes.
              • Activities/Criteria: Remain with no changes.
            • With a future Start Date for the Child Phase or Gate:
              • Phases/Gates: Updated with the new Parent Release dates.
              • Bookings: Environment Bookings Smart Alert pop up will ask for more information.
              • Activities/Criteria: Copied from the new Parent Release.
        4. Unique new Parent Release Phases/Gates:
          • Parent entities with a past Start Date:
            • Phases/Gates: Added as ‘Ignored’.
            • Bookings: Skipped.
            • Activities/Criteria: Skipped.
          • Parent entities with a future Start Date:
            • Phases/Gates: Copied from the new Parent Release.
            • Bookings: Skipped.
            • Activities/Criteria: Copied from the new Parent Release.
      4. Maintain ALL Phases/Gates and Inherit All Phases/Gates: Maintain all Phases/Gates from the Child Release and inherit the Phases/Gates from Parent Release: This is the default option. Use if you would like to manually manage your Phases and Gates.
        User Story: As a Project Manager, I would like the ability to track release specific Phases and Gates in addition to the Enterprise-level Phases and Gates. I would like to inherit Enterprise Phases and Gates but also keep the Phases, Gates, and dates that I am tracking at the Project level.

        1. Old Parent Release Phases/Gates:
          • Phases/Gates: Deleted.
          • Bookings: Deleted.
          • Activities/Criteria: Deleted.
        2. Unique Child Release Phases/Gates:
          • Phases/Gates: No changes.
          • Bookings: No changes.
          • Activities/Criteria: No changes.
        3. Child Release Phases/Gates Common with the new Parent Release Phases/Gates:
          • Phases/Gates: No changes.
          • Bookings: No changes.
          • Activities/Criteria: No changes.
        4. Unique New Parent Release Phases/Gates:
          • Phases/Gates: Copied from the new Parent Release.
          • Bookings: Skipped.
          • Activities/Criteria: Copied from the new Parent Release.
  12. Add or edit Linked Releases:
    1. Click a green cross button Circle Green Cross Button under one of the link category boxes.

      If adding a Release, click Save to stop the Linked Releases section from being grayed out. 
    2. Select one or more Releases from the live search combo box.
    3. Click Save & Close.
      The yellow Release has been successfully linked pop up opens and closes.
    4. Hover your mouse cursor over the Release to show any truncated text.
    5. View a linked Release by clicking the blue link.
    6. Remove a linked Release by hovering the mouse cursor over a blue linked Release and clicking the red delete button. Red Delete Button
  13. Manage Phases or Gates:
    1. To add a Phase or Gate:
      1. Click Add New and choose Phase or Gate.
      2. Select a name for your Phase or Gate from the Phase Name drop down menu.
      3. Choose a Start Date and End Date for the Phase or Gate.
      4. Click Save.
    2. To change the date or time of a Phase or Gate:
      1. Click to select the Start Date or End Date.
      2. Edit the date and time.
      3. Click away from the calendar pop up to close it.
      4. Click Save.
        If any Environments are associated with the Phase or Gate, the Environment Booking Smart Alerts pop up will open.
        Environment Booking Smart Alerts pop up
      5. Click to select from Options:
        1. Accept all conflicting booking dates and keep its current values: This is the default value but it keeps the date of the old booking, even though the date of Phase or Gate may have changed. Selecting this option may mean that the Environments are no longer correctly booked for the Phase or Gate.
        2. Shift all conflicting bookings dates to new phase dates: Move the old booking dates to the new Phase dates. If you choose to shift all conflicting bookings, the status of those bookings will be reset to Pending.
          Unless the Environment or Environment Group have been set to auto approve. 
        3. Manage booking dates one by one.
      6. Click Continue.
    3.  To Bulk Update the dates of Phases and Gates:
      1. Select two or more of the Phases and Gates using the checkbox column on the left.
      2. Click Bulk Update.
        The new Bulk Update pop up opens.
        Bulk Update menus closed
      3. Change dates in one of the following ways:
        Bulk Update Pop Up

        1. Shift dates by a number of days:
          1. Click to select the Shift radio button.
          2. Select:
            Start and end dates
            Or
            End dates. 
          3. Select:
            Forward
            Or
            Backward
            .
          4. Type the number of Days.

          Or

        2.  Select a new Start Date or End Date:
          1. Click to select the Select New radio button.
          2. Select a Start Date or an End Date.
      4. Click to select the Release Activities Smart Move checkbox if you would like to update and move Activities and Criteria dates too.
        Administrators can choose to include or exclude weekends or Blockout Periods from Phase or Gate durations using the Release Phase Customization or the Release Gate Customization.
  14. Click Save.

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

The Additional Information tab contains custom fields, which administrators have added using Release Custom Fields Customization. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.

  1. Click Additional Information tab.
  2. Click Save when you have finished.

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

Independent Release May 2017
Users set whether Systems are impacted by or receive a regression risk from a Release under the Systems tab.

To select Systems:

  1. Click Systems tab.
  2. Live Search for Systems or Portfolio Associations or view a tree menu of Portfolio Associations by clicking the right side of the drop down menu.
    Independent Release portfolio associations May 2017 red rectangle
    Administrators can control who can create and delete public queries in the Release Systems tab Query Builder using the Create/Delete Release Systems Public Query Builder user permission

  3. Drag and drop Systems into:
    1. Code Implementation Dependency: To show that the System is impacted by the Release.
    2. Regression Verification Dependency: To show that the Release poses a regression risk to the System.
    3. The up-to-two custom Systems Subtypes.
      The two custom Systems subtypes can be enabled using the Systems – Subtypes Customization.
  4. Click the Free Text field to make it editable so you can type text.
    Administrators can toggle the visibility of the Free Text field using the Release Setup Customization.  
  5. Fill in the up to five System Custom Fields.
    As System Custom Fields vary with each Plutora instance, please consult your administrator for instructions. They are also subject to the field permission added in System Custom Fields Customization.
  6. Click Save.

To manage Systems comments:

  1. View comments:
    1. Click the numbered black circle Systems tab comments button next to the Comments button.
  2. Reply to a comment:
    1. Click Reply below a comment.
    2. Click the comments field and type your comment.
    3. Click Send.
  3. Add a comment:
    1. Click the comments  Comments button Releases pop up Systems tab button next to the System.
    2. Click the comments field and type your comment.
    3. Click Send.
  4. Edit a comment:
    You can only edit your own comments. 

    1. Click Edit.
    2. Click the comments field and edit your comment.
    3. Click Send.
  5. Delete a comment:
    Currently, comments cannot be fully deleted. 

    1. Click Edit.
    2. Click the comments field and delete the text of your comment.
    3. Click Send.

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

The Event tab allows users to track the events associated with their Release. Events added under this tab will be displayed on the Release Calendar.

To add or edit Events:

  1. Click Event tab.
    To see the Events tab, users must have View Non-Enterprise Release Tabs – View Events Tab user permission enabled, and Add/Update/Delete Events in Project Releases user permission to add events. 
  2. Click New Event.
    Event tab new event
  3. Click ID and type an Event ID.
  4. Click Name and type the name of the event.
  5. Click Description and type the description of the event.
  6. Select an event type from the Type drop down menu.
  7. Select an event portfolio from the Portfolio drop down menu.
  8. Select an event status from the Status drop down menu.
  9. Select the event date from the Date drop down menu.
  10. Click Update.
  11. Click Save.

To delete Events:

  1. Click the red delete button beside the Event.
    Event delete button

To sort Events or add or remove columns:

  1. Hover your mouse cursor over a column header.
    The header menu button appears.
    User Management Header Menu
  2. Click the header menu button.
  3. Manage columns:
    1. Select Columns from the header menu.
    2. Select or deselect column checkboxes to toggle column visibility.
  4. Sort a column:
    Ascending: Click Sort Ascending.
    Descending: Click Sort Descending.
    A green or gray arrow pointing in the sort direction will appear on the column header.

Administrators can perform the following customizations of the Event tab:

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

Changes will be shown that are related to your chosen systems.

To show changes impacted by your release:

  1. Click Change tab.
  2. Search for systems using Live Search.
    If no Systems have been selected under the Regression Verification Dependency panel in Systems tab, no Changes will appear in Live Search. 
  3. Drag and drop systems into the Change in Project Release column.
  4. Click Save.

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

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

To show the Environment Groups and Environments associated with your Release:

  1. Click the Environments tab:
    • Now the Environments tab shows Environments organized into Environment Groups and allows users to book whole Environment Groups (or the Environments inside them).
      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
  2. To add an Environment or Environment Group to a Phase:
    If no Systems are selected under the Regression Verification Dependency panel in Systems tab, no Environments or Environment Groups will appear when Environments tab open.

    1. Live Search for:
      Live Search only works on the Environments and Environment groups already selected under the Regression Verification Dependency panel in Systems tab. 

      • Environments.
      • Environment Groups.
    2. Search for available Environments by selecting the Phase from the Is Available for drop down menu:
      • After selecting a Phase from the Is Available for drop down menu, status boxes will appear on each Environment on the left with the following colors:
        • Red for a Conflict (it is already booked at the time of the Phase).
        • Green for Available (free to be booked for the Phase).
    3. 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.
    4. Click the Phase toggle switch until it is blue and On.
      Toggle Switch On
    5. Click to select Environment checkboxes or Select All checkboxes to select entire Environment Groups. Checked Environments will move together when dragged and dropped.
    6. Drag and drop selected Environments or Environment Groups into the Phase (up to a maximum of 100 Environments).
      View Edit Release pop up Independent with dates red rectangleIndividual Environment booking times are now shown.
  3. Check for Environments or Environment Groups that have a Conflicts.
    Remove conflicting Environments by clicking the X.
  4. Click Save.

See My Environment Bookings tab on the Environment Requests tab to see all bookings made through the Release pop up.

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

Independent Release Stakeholders tab import stakeholders

Hover your mouse cursor over a User Group in the RACI Matrix column to show the group members.
User Groups pop up v44500

To manage Stakeholders:

  1. Click the Stakeholders tab.
  2. Manage Stakeholders:
    1. Import Stakeholders from impacted Systems:
      All the Stakeholders from all the impacted Systems (no matter what subtype) will be imported with the same Role and Stakeholder RACI.
      Users must have the Update Enterprise Release user permission.

      1. Click Import Stakeholders.
        Import Stakeholders pop up
      2. Click to select one or more Role checkboxes from the Role combo box.
      3. Click to select one or more Stakeholder RACI checkboxes.
      4. Click Import.
        Stakeholders will not be duplicated if they already appear in the Release or appear more than once in impacted Systems. 
    2. Add a Stakeholder:
      1. Click Add Stakeholders.

        When users are added as stakeholders more than once, they will appear as a stakeholder only once with all their Roles and Stakeholder RACI Roles merged.
        For example, if a stakeholder with Role A and all the RACI Roles was added again with Role B and no RACI Roles, the stakeholder would appear only once with Roles A and B and all the RACI Roles.

        Add Stakeholders

      2. Select a name from the Name drop down menu.
        You can also select User Groups.
      3. Select a role from the Role drop down menu.
        Administrators can add roles using the Stakeholder Role Customization.
      4. The Email field is not editable.
      5. Click to select a Stakeholders RACI checkbox.
        You can add multiple Accountable stakeholders. The first Accountable stakeholder will appear next to the Release in the Release Manager column in Release Manager.
      6. Click Add & Close.
      7. Click Save.
    3. Delete a Stakeholder:
      1. Click to select a Stakeholder.
        The Stakeholder will highlight in yellow.
      2. Click Remove.

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

Hover your mouse cursor over a User Group in the Assigned To column to show the group members.

Under Activities tab you can perform one or more of the following actions. When you have finished, click Save to open the Linked Items tab.

Each cell in the Status column is now a clickable drop down menu. Users can now edit each Activity or Criterion status directly from the grid.

Click the Copy URL to Clipboard  Copy to Clipboard URL button button to copy a link to your Release Activity or Criterion, which can be used in other applications or documents. See Copy URL To The Clipboard.

Filter Activities and Criteria:

  • Hide or unhide Activities (Phase) and Criteria by clicking the Hide Phases and Hide Gates buttons.
    Hide Phases Hide Gates red rectangle
  • Click on the status links to filter by those statuses.
    Hide Phases Hide Gates filter links
  • Select a name from the Filter by Assigned drop down menu to show only the Activities and Criteria assigned to that entity.
    Hide Phases Hide Gates filter by assigned
  • Click Clear Filter to remove filtering.
    Hide Phases Hide Gates clear filter

Manage Activities and Criteria:

Release Activities now have Custom Fields and Custom Lists.

  1. Add Activities or Criteria:
    1. Click the Add New drop down menu on the bottom-right of the pop up and select:
      • Activity.
        Project Release Activities pop up with custom fields activity.png
        Or:
      • Criterion.
        Project Release Activities pop up with custom fields criteria
    2. Type an ID.
    3. Type a Title.
    4. Type a Description.
    5. Click to select a Type radio button:
      1. For Activities:
        • Activity.
        • Milestone.
        • Stage Gate.
        • Decision Point.
      2. For Criteria:
        • Entry Criteria.
        • Exit Criteria.
    6. Fill in the Additional Information fields:
      The Additional Information panel contains custom fields, which administrators have added using the Release Activity Custom Fields and the Release Activity Custom Lists Customizations. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
    7. Click to select a Stakeholder from the Assigned To drop down menu.
      Only Stakeholders selected under the Stakeholders tab will appear here.
    8. Set the Date & Time:
      1. For Activities:
        1. Click to select a Release Phase from the Assigned to Phase drop down menu.
          The start and end dates of the Phase will appear.
      2. For Gates:
        1. Click to select a Gate from the Assigned to Gate drop down menu.
          The start and end dates of the Gate will appear.
      3. Click to select a Forecast Date.
      4. Select a start date and time from Start Date and click Done.
      5. Select an end date and time from Due Date and click Done. (Mandatory field.)
    9. Manage Attachments:
      1. Click Save if adding a new Activity.
      2. To add attachments:
        1. Click Add Attachment.
        2. Click to select the attachment.
        3. Click Open.
      3. To add a URL:
        1. Click Add URL.
          Add URL
        2. Type a valid URL in the URL Link field.
        3. Click Save & Close.
      4. To view an attachment or URL:
        1. Click the view button.
          View eye change
      5. To download an attachment:
        1. Click the download button.
          Download change attachment
      6. To delete an attachment or URL:
        1. Click the delete button.
          Delete Change attachment
    10. Click to select a Status. (Grayed out if Child Push has taken place using the Enterprise Framework. Edit the Status from the Parent Release.)
    11. Select the Completed On date. (Grayed out if the Status is not Complete.)
    12. Select the Actual Completed On date. (Grayed out if the Enable Actual Completed Date checkbox is not selected in Release Setup Customization.)
    13. Click Save & Close.
  2. Duplicate an Activity or Criterion:
    1. Click to select the checkbox of an Activity or Criterion.
    2. Select Duplicate from the Action drop down menu.
    3. Click to select a Set Duplication Location radio button.
      1. Use Current Release: Save to the current release.
      2. Use Different Release/s: Type the Release ID or Release Name.
    4. Click Duplicate.
  3. Bulk update Activities or Criteria:
    1. Click to select two or more activities or criteria checkboxes.
    2. Select Bulk Update from the Action drop down menu.
    3. Fill in the form.
    4. Click Save & Close.
  4. Delete an Activity or Criterion:
    1. Click to select the checkboxes of one or more Activities or Criteria.
    2. Select Delete from the Action drop down menu.

Import Activities from XLS:

  1. Select Download Template from the Import Activities drop down menu.
  2. Open the template in Microsoft Excel.
  3. Add activities.
  4. Select Import from XLS  from the Import Activities drop down menu.
  5. Upload the template.

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

  1. Click Linked Items tab.
  2. Filter your linked items by clicking the View by radio buttons.
  3. Click Save.

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

Add capacity sizing items:

  1. Click Capacity tab.
  2. Type the capacities in the two columns to the right of the Total column.
  3. The buckets will fill up with the following colors:
    • Red: Overcapacity.
    • Amber: Full capacity.
    • Green: Under capacity.
  4. Click Save.

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

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

To add a comment:

  1. Type your comment into the Enter Comment Here field.
  2. Click Send.

To edit a comment:

  1. Click Edit on the comment.
  2. Edit the comment.
  3. Click Update.

Delete a comment:

  1. Click Delete on the comment.
  2. Click Yes.

Click Visual View Visual View button blue flag to manage Gates and Approvals in Release Manager Visual View.

  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 Release’s URL to the clipboard by clicking the Copy to Clipboard Copy to Clipboard URL button button on the top right of the pop up.

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