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Change management administration (current)

Before using this , you must perform some configuration changes to link it to your existing workspaces and to make this 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

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