Tutorial 7: Change requests

In this tutorial, you will explore the purpose of a change request and carry out the necessary steps to progress a change request through its workflow. You will then generate a change order to carry out the change outlined in the change request.

You'll explore the role of the change coordinator, who is likely the same person that performed the review and technical analysis of the initial problem report that generated the change request. You'll review the change request, fill in required information, complete change tasks, and generate a change order.

• It is assumed that you are performing these tutorials in your production environment. Therefore, we recommend that you read through the relevant help pages and activities so that you know what the result will be before creating or modifying anything.
• A change template is mandatory when creating a change request and change order. Therefore, in order for you to complete this and subsequent tutorials, you must either be given access to create your own change template or use one that someone else has created. The change coordinator must then assist you in completing your tutorials. Speak to your team and administrator to determine the best approach for you.
• The activities in this tutorial assume the chosen change template matches the one created in Admin Tutorial 4.
• When it comes time for your team to begin generating production data, you should review the list of change templates and archive any that should not be used for production.

Prerequisites

Before you can complete these activities, you must:

• Complete Tutorial 6 so that you have a change request that has been generated from a problem report.
• Ensure your administrator has assigned you (or the specified CR coordinator) the Editor [Change Requests] role so that you can review and approve the change request.