TECR Status Customization

Introduction

You select TECR Status when adding or editing a TECR on the Environment Requests page. This article provides you an overview of steps to add, edit and delete the TECR Statuses.

Pre-requisite

To be able to customize the TECR Status, you must have ‘Access Customizations’ User Permission. 

Settings  > Customization > Environments > TECR Status

Add/Edit a TECR Status

To add/edit a TECR Status:
  1. Navigate to the ‘Customization’ page and double click Environments.
  2. Click TECR Status.
  3. Click .
  4. The system adds a line on the grid for the new field. To edit an existing Status, search and click on the Status from the grid and then click .
  5. Enter/edit the Status name in the Name column.
  6. Select a mode from the Mode drop down. For details on mode types see Types of Mode.
  7. Select the Default checkbox to make the item appear by default in the drop-down menu.
  8. Click .

Your changes will be saved and a confirmation message will display.

Assign/Remove User Roles or User Groups

Only the assigned User Roles or User Groups can update the workflow.

Assign User Roles or User Groups:

  1. Click Role/s Assigned. ‘Assign Roles or User Groups to Edit Status…’ pop up displays.
  2. Drag and drop User Roles or User Groups from ‘Available Roles or User Groups’ to ‘Assigned with status Roles or User Groups’.
  3. Click .

Remove User Roles or User Groups:

To remove the User Roles or User Groups, on ‘Assign Roles or User Groups to Edit Status…’ pop up drag and drop User Roles or User Groups from ‘Assigned with status Roles or User Groups’ to ‘Available Roles or User Groups’. Then click .

Enable Workflows

Workflows allow you to:

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

If workflows are turned off, all TECR Statuses will appear in the TECR Status drop-down menus in Environment Requests. If workflows are turned on, only the TECR Statuses set for that TECR Type or the default TECR Status will appear.

To enable workflows:

  1. On the ‘Customization’ page, navigate to Environments > TECR Status. 
  2. Select the Enable TECR Workflow checkbox.
  3. Click .

Your changes will be saved and a confirmation message will display.

For steps to add and customize TECR Workflow, see TECR Workflow.

Sort TECR Status

Sort Manually

Sorting ‘TECR Status’ manually changes their order in the drop-down menus

To sort manually:

  1. On the ‘Customization’ page, navigate to Environments > TECR Status. 
  2. Hover your mouse cursor over the sort column of the Value that you want to sort.  appears.
  3. Drag and drop the status as you require.
  4. Click .

Your changes will be saved and a confirmation message will display.

Sort by Column Header

Sorting by column header only changes their order on the ‘Customization’ page.

To sort alphabetically on the ‘Customization’ page by column header, click on the column header. ↑ or ↓ displays indicating the ascending or descending column sort.

Delete/Replace a TECR Status

Deleting a TECR Status will not delete it from the Environment records. But it will no longer be available when adding or editing an Environment.

While deleting, you can either select another status item that will replace the item to be deleted or simply delete the item from the list. Replacing a TECR Status will replace it in existing records.

To delete or replace a TECR Status:

  1. Navigate to the ‘Customization’ page and double click Environments.
  2. Click TECR Status.
  3. Select the status that you want to delete or replace. 
  4. Click .
  5. The ‘Replace with existing value’ dialog displays. 
    • To replace: select the item that will replace the item to be deleted from Replace with. Then click .
    • To simply delete the item, click .

The item is now deleted and the page navigates back to the Status page.

More Information

Location of TECR Status

To locate the TECR Status field:

  1. Go to Environment > Requests.
  2. Click the TECR tab (if it isn’t open already).
  3. Click to open a TECR.
  4. The TECR Status field is located in the TECR Details panel under the Details tab.

Types of Modes

  • Requested: For statuses relating to newly created Environment Requests such as Backlog, Review, and so on.
  • Approved: For statuses relating to requests that have been approved such as Approved, Processing, and so on.
  • Completed: For statuses relating to requests that have been completed successfully. This makes the status an end state.
  • Cancelled: For statuses relating to requests that have been retracted. This makes the status an end state.

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