Administration

Before using this template, you must perform some configuration changes to link it to your existing workspaces and to make this template function as intended.

It comes with these objects:

Category

• Change Management

Workspaces

• Change Tasks
• Change Approval Templates (found in the Reference workspace)
• Problem Reports
• Change Requests
• Change Orders

Picklists

• Change Management Priorities
• Change Management Disposition Codes
• Change Request Sources
• Problem Report Root Causes
• Problem Report Types
• Change Reason Codes
• Users, ALL by Name
• Change Management Yes | No
• Change Processes
• Change Management PO Actions
• [WS] Change Approval Templates
• [WS] Change Tasks
• [WS] Problem Reports
• [WS] Change Orders
• [WS] Change Requests

Reports

• Change Orders Total Efforts
• Change Orders CCB Rounds
• Change Orders Pending Approval
• Problem Reports Types
• CR approval status
• CR cost by reason code and month
• Problem Reports Priorities
• CR average cost by month
• Change Orders Average Duration
• CR total cost by month
• Change Orders Average Effort
• Problem Reports Sources

Roles

• Problem Reports [R/W]
• Problem Reports [C]
• Problem Reports [REVIEW]
• Change Approval Templates [R]
• Change Approval Templates [R/W]
• Change Requests [R]
• Change Requests [R/W]
• Change Orders [R]
• Change Orders [R/W]
• Change Tasks [R/W]

Scripts

• Change Orders WF Validations
• Change Management Library
• Change Tasks WF Conditions
• Problem Reports WF Validations
• Change Tasks onEdit
• Change Requests WF Conditions
• Change Requests WF Validations
• Change Orders WF Actions
• Change Tasks WF Actions
• Change Requests WF Actions
• Change Orders onEdit
• Change Requests onEdit
• Problem Reports WF Actions