System Subtype Customization

System Subtypes Customization provides users with up to two new custom System Subtypes to make it easier to track System impacts. The custom System Subtypes appear under the Systems tab of Enterprise, Project, and Independent Releases.

There are also two default System Subtypes, which also appear under the Systems tab:

• Impacted Systems: Enterprise, Project, and Independent Releases.
• Regression System: Project, and Independent Releases only.

Location of System Subtypes

TEBR Pop Up

System Subtypes appear under the System Details panel on the TEBR pop up when adding or editing a TEBR with or without a Release.

Go to Environment > Requests > TEBR tab and add or edit a TEBR.

View/Edit Release Pop Ups

System Subtypes appear under the Systems tab of the View/Edit Enterprise, Project and Independent Releases pop ups.

Go to Release > Manager > Releases toggle button and add or edit a Release.

Users can drag and drop their Systems from the left-hand Systems Available column into the System Subtypes in the right-hand column which include:

• Impacted Systems: To show that the System is impacted by the Release.
• Regression Systems: To show that the Release poses a regression risk to the System. (Only visible for Project and Independent Releases.)
• And the up-to-two custom System Subtypes.

Bulk Update Releases

Systems Subtypes appear under the Systems tab of the Release Bulk Update pop up.

Go to Release > Manager, select the checkboxes of two or more Releases, click the Action menu, and select Bulk Update. Then click the Systems tab.

System Impact Matrix

The System Impact Matrix displays a diagram of System Subtypes interacting with each Release. Click the Legend button to see them listed.

Add or Edit a System Subtype

To add a custom System Subtype:

1. Go to Settings > Customization > Environments.
2. Click System Subtype Customization.
3. Add: Click Add Field.
   Edit:
   1. Click to select the System Subtype.
   2. Click Edit Field.
4. Type or edit the System Subtype Customization in the Value field.
   
   See Enabling or Disabling System Subtype Customization below for how to use the Enabled checkbox.
5. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
6. 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.

Enabling or Disabling System Subtype

Once you have added custom System Subtypes, you can enable or disable them.

System Subtype Customization has been updated to make it more usable:

• Now, instead of a single Enabled checkbox, each custom System Subtype has its own Enabled checkbox.
• Users can enable or disable each custom System Subtype separately.
• The Impacted Systems and Regression Systems subtypes are the default and always enabled.

Before the custom System subtypes can appear under the Systems tab of the View/Edit Enterprise, Project and Independent Releases pop ups, or in the System Impact Matrix, the feature must be enabled.

To enable or disable System Subtype Customization:

1. Go to Settings > Customization > Environments.
2. Click System Subtype Customization.
3. Click to select and enable, or deselect and disable, one or both the two custom Systems Subtype checkboxes.
   
   
   The Impacted Systems and Regression Systems checkboxes cannot be deselected and are always grayed out.
   
   
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.

Sort System Subtypes

Sort Manually

Sorting System Subtype Customizations manually changes their order in the:

• Systems tab when adding or editing Enterprise, Project, or Independent Releases.
• System Impact Matrix.

To sort System Subtype Customizations manually:

1. Go to Settings > Customization > Environments.
2. Click System Subtype Customization.
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 System Subtype Customization.
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 System Subtype Customizations 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 > Environments.
2. Click System Subtype Customization.
3. Click a column header.
   The System Subtype Customizations will revert to their previous order when you click away from the Customization page.

Delete a System Subtype Customization

Deleting a System Subtype Customization will disassociate all its Systems from the Releases and TEBRs they have been associated with. Disassociated Systems will be available when adding or editing new, and existing Releases, and TEBRs.

To delete a custom System Subtype Customization:

1. Go to Settings > Customization > Environments.
2. Click System Subtype Customization.
3. Click to select the System Subtype Customization.
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.