Review a change request
When a change request is submitted and reaches the Review & Impact Analysis status, the assigned change coordinator (defined by the selected change template) is notified and the request also appears in their My Outstanding Work list.
The review may reveal that the change involves a supplier or impacts a specific customer. Additionally, certain types of changes may require customer approval before being released. Such information can be recorded in the Stakeholders section. This information will later be copied to the change order, where customer approval may influence the change approval process.
As part of the review and analysis stage, the reviewer must assess the financial impact of the request and the expected efforts. Both can be documented in the Financial Impact Assessment and Efforts Assessment sections respectively. Once figures are provided, the system calculates the totals. This information may be required by the change control board (CCB) to decide on the request's approval, but it is not mandatory. However, if total efforts are defined, they will be copied to the resulting change order as the target effort.
If the change request is still valid but will not be addressed immediately, it can be moved to the Shelved status. In this status, the Progress fields in the Status section are greyed out to indicate that the request is on hold. Once the request is returned to the Review & Impact Analysis state, the Progress fields will return to their normal colors. This functionality can be used in Workspace Views to track the progress of all ongoing change requests.
Cancel a change request
If, after review, it is determined that the request is no longer valid, it can be canceled to prevent further actions. Any tasks that have been created will also be canceled. The following information is captured in the Cancellation Details section:
- Cancelled In Status – The last status of the request before it was canceled.
- Cancelled By – The person who canceled the request.
- Cancellation Comments – Comments added when canceling the request.