Edit a change request

A newly created change request (CR) is in a Draft state. You may only edit a CR if you have not started the workflow.

You may configure the following properties of a CR in Draft:

• Add a description of the CR.
• Set the CR's priority level.
• Set the release type for each item.
• Edit the revision note for each item.
• Add and remove items.
• Change a workflow.
• Set item maturity

Add a description

A CR description appears on the Change request dashboard and helps other users know what the CR is for at a quick glance. The full list of CRs may be filtered based on its description. Therefore, it is useful to provide a detailed description of the CR.

1. In the open CR, click Edit.
2. In the Description field, add information about the CR.
3. Click Save.

Set the priority level

Set a priority level so other users know the level of importance of each CR. This may help approvers prioritize their own work.

Priority levels are:

• Low
• Medium
• Major
• Critical

By default, new CRs are set to a Medium priority level.

1. In the open CR, click Edit.
2. Next to the CR's name at the top, select a priority from the drop-down list.
3. Click Save.

Set the release type

The release type is used to broadly describe the type of change the item has undergone. Generally speaking, a major release is a customer facing change. A minor release is an internal administrative change. However, your organization can decide how and if they want to implement release types.

You must set a release type for every item that is to be released on the CR. If the item is going through a major revision, then the major revision value is updated at the end of the CR. If the item is going through a minor revision, then the minor revision value is updated at the end of the CR. Learn more about item numbering and an example of an item's lifecycle.

Set the release type of a single item

1. In the open CR, click Edit.
2. Click the release type field beside the item for which you are changing the release type.
3. Select your desired release type (Minor, Major).
4. Click Save.

Set the release type for all items

1. In the open CR, click Edit.
2. Right-click any column heading, or click the down arrow for any column heading.
3. Select Bulk Minor or Bulk Major.
4. Click Save.

Set the revision note

The revision note describes the changes to the item so that other team members can understand the changes. For an item's first release, the revision note defaults to Initial Release. For all subsequent releases, the revision note is blank, unless a note was created from one of these other areas in Upchain or the CAD Plugin:

• Item details section in the CAD plugin.
• The item details pane in the Upchain web app.

Set the revision note for a single item

1. In the open CR, click Edit.
2. Click the Revision note corresponding to the item for which you want to enter a note.
3. Click Save.

Set the revision note for all items

1. In the open CR, click Edit.
2. Right-click any column heading or click the down arrow for any column heading.
3. Select Bulk Revision Note.
4. In the Bulk Revision Note window, type in the revision note to set for all items.
5. Click Change.
6. Click Save.

Add items to a CR

You can add additional items to the CR if:

• Items belong to the same project as the CR.
• The item and its children are not already a part of another CR.

1. Locate the item you want to add to the CR. This could be from the BOM table, Quick Search, or Advanced Search.
2. Copy the item to your clipboard.
3. Open the CR.
4. Click Paste Item.

The item, and if it has any children, are added to the CR.

Remove items from a CR

Only a top-level item may be removed. That is, if an item that has been added to the CR has children, you cannot remove any of the children. However, if you remove a top-level item, its children are also removed.

1. Select an item in the table.
2. Click Remove Item.

The item and all of its children are removed from the CR.

Set a change request's workflow

1. In the open CR, click Edit.
2. Click Workflow in the CR header.
3. Select a workflow from the drop-down list.
4. Click Save.

Set the item maturity level

If the selected  workflow is configured to update an item's maturity level, then you may select the maturity level the time of selecting the CR workflow. The available values for the maturity level are pre-configured by your Tenant Administrator.

Learn about item maturity.