Change Status Customization

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

Location of Changes Status

To locate the Changes Status field:

  1. Go to Release > Change.
  2. Click to open a Change.
  3. The Changes Status field is located in the Details panel under the Change tab.

Add a Changes Status

To add a Changes Status:

  1. Go to Settings > Customization > Changes.
  2. Click 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 Changes Status label in the Change pop up.
  6. Click to select a Mode:
    • Planning: For statuses relating to the initial stages of software development such as analysis, design, and estimation.
    • Execution: For statuses relating to the actual development of software, such as development, testing, and review.
    • Implementation: For statuses relating to the final stages of software development such as promoting software to Approved for Release, Deploying to Stage, and Production.
    • Completed: For statuses relating to the successful delivery of software to production.
      • Makes the status an end state.
    • Cancelled: For statuses relating to the software not being delivered to production.
      • Makes the status an 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.

Edit a Changes Status

To edit a Changes Status:

  1. Go to Settings> Customization > Changes.
  2. Click Status.
  3. Click to select the Changes 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 Changes Status label in the Change pop up.
  7. Click to select a Mode:
    • Planning: For statuses relating to the initial stages of software development such as analysis, design, and estimation.
    • Execution: For statuses relating to the actual development of software, such as development, testing, and review.
    • Implementation: For statuses relating to the final stages of software development such as promoting software to Approved for Release, Deploying to Stage, and Production.
    • Completed: For statuses relating to the successful delivery of software to production.
      • Makes the status an end state.
    • Cancelled: For statuses relating to the software not being delivered to production.
      • Makes the status an 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 Changes Statuses

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort Changes Statuses manually:

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

Delete or Replace a Changes Status

Deleting a Changes Status will not delete it from Change records. But it will no longer be available when adding or editing a Change.

Replacing a Changes Status will replace it in existing Change records.

To delete or replace a Changes Status:

  1. Go to Settings> Customization > Changes.
  2. Click Status 
  3. Click to select the Changes Status.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Changes Status from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

Enable Workflows

Workflows allow users to:

  • Create a sequence of Changes Statuses for each Changes 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 Changes Statuses will appear in the Changes Status drop-down menus in Change Manager. If workflows are turned on, only the Changes Statuses set for that Changes Type will appear.

To enable workflows:

  1. Go to Settings> Customization > Changes.
  2. Click 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.

 

Create a Workflow

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

Customization Change Status Workflow

To create a workflow for a Changes Type:

  1. Go to Settings> Customization > Changes.
  2. Click Status.
  3. Click Open Changes Workflow Diagram window.
  4. Select a Changes 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 Changes 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.

Copy a Workflow

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

To copy a workflow:

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

 

 

 

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Updated on October 1, 2021

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