Change Status Customization

Users select Change Statuses when adding or editing a change on the Change Manager page.


To add a Change Status:

  1. Go to Settings > Customization > Change.
  2. Click Change Status.
  3. Click Add Field.
  4. Type the new Value.
  5. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
    The color appears on the Change Status label in the Change pop up.
  6. Click to select a Set Change Status to Completed Workflow checkbox to choose which Change Status will be treated as the end state.
  7. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  8. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

To edit a Change Status:

  1. Go to Settings > Customization > Change.
  2. Click Change Status.
  3. Click to select the Change Status.
  4. Click Edit Field.
  5. Edit the Value.
  6. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
    The color appears on the Change Status label in the Change pop up.
  7. Click to select a Set Change Status to Completed Workflow checkbox to choose which Change Status will be treated as the end state.
  8. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  9. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Sort Manually

Sorting Change Statuses manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Change Statuses manually:

  1. Go to Settings > Customization > Change.
  2. Click Change Status.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Change Status.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting Change Statuses by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Change.
  2. Click Change Status.
  3. Click a column header.
    The Change Statuses will revert to their previous order when you click away from the Customization page.

 

Deleting a Change Status will not delete it from change records. But it will no longer be available when creating new changes.

To delete a Change Status:

  1. Go to Settings > Customization > Change.
  2. Click Change Status 
  3. Click to select the Change Status.
  4. Click Delete Field.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Workflows allow users to:

  • Create a sequence of Change Statuses for each Change Type, from an initial status to an end status.
  • Assign the privilege of setting that status to User Groups and User Roles (Permission Roles).

If workflows are turned off, all Change Statuses will appear in the Change Status drop-down menus in Change Manager. If workflows are turned on, only the Change Statuses set for that Change Type will appear.

To enable workflows:

  1. Go to Settings > Customization > Change.
  2. Click Change Status.
  3. Click to select the Enable Change Workflow checkbox.
  4. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Users can create workflows for each Change Type with assigned Permission Roles or User Groups.

Customization Change Status Workflow

To create a workflow for a Change Type:

  1. Go to Settings > Customization > Change.
  2. Click Change Status.
  3. Click Open Change Workflow Diagram window.
  4. Select a Change Type.
  5. Drag and drop statuses from the Available statuses column.
  6. Make connections between status boxes by clicking and dragging the yellow button between status boxes.
    Delete connections by double clicking them. 
  7. Set Initial Status on one status box by clicking to select the triangular play button: 
    • Setting an initial status is mandatory.
    • The initial status is auto selected when the user selects a Type.
  8. Set the order priority of the Status in the workflow or Status field by typing a number in the bottom right corner:
    • Statuses must have an order priority number to appear in the workflow or the Status field.
    • Numbers must be positive integers, for example, 1, 2, 3. Zero is also acceptable.
    • Numbers must be unique. For example, if a user entered 1, 2, 2, 3, only one of the 2 Statuses would appear in the Status drop-down menu.
  9. Click Save.
  10. Click the cogwheel-shaped Settings button.
  11. Select an SLA Breach Time to set how much time users have to update a change’s Change Status before it is in breach.
  12. Select an SLA Breach State Color from the drop-down menu.
  13. Select an SLA Breach State Font Color from the drop-down menu.
  14. Select the Permissions User Groups / Roles that may update the workflow.
  15. Click Save & Close.
  16. Remove statuses from the workflow by clicking the delete button.
  17. Click Save.
  18. Close the workflow diagram pop up by clicking the X in the top right corner.
  19. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Users can save time by copying workflows instead of recreating them from scratch.

To copy a workflow:

  1. Go to Settings > Customization > Change.
  2. Click Change Status.
  3. Click Open Change Workflow Diagram window.
  4. Click Copy To.
  5. Select a Change Type from Select the Type to Copy Workflow drop-down menu.
  6. Click Copy & Save. 

 

 

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