You can manage the workflow of an issue, change request, or change order using change management actions. Change management actions can be executed from change detail pages, item change lists, and change management search results lists.

Typically, actions are used to update, reassign, or change the priority or status of an issue, change request, or change order. Some actions, such as schedule, release, and implement, are only available to issues, change requests, or change orders with revised items enabled. All actions are recorded in the action log.

The following actions are available to all change categories:

Submit

Submits an issue, change request, or change order to an assigned person or group.

Submit for Approval

Submits a change object for approval.

Update

Updates the primary attributes of an issue, change request, or change order.

Reassign

Reassigns an issue, change request, or change order to a person or group.

Change Priority

Changes the priority of the issue, change request, or change order.

Change Status

Changes the status of the issue, change request, or change order.

Request/Post Comment

Requests a comment from one or more people.

The following actions are available to change categories with revised items enabled:

Release

Releases all revised item changes for implementation. The status is changed to Released.

Schedule

Schedules implementation based on the effective date. The status is changed to Scheduled.

Put On Hold

Places the issue, change request, or change order on hold. The status is changed to On Hold.

Cancel

Cancels all changes. The status is changed to Cancelled. Alternatively, you can cancel individual change lines during the Approval status if the change type definition has Allow Updates selected.

Implement

Implements the revised item changes. The status is changed to Implemented.

Reschedule

The issue, change request, or change order is rescheduled for implementation based on the effective date.

Change Effectivity Date

Changes the effective date for all revised items. Propagates the ECO to other organizations. Reopen changes the status to Open.

Generate Report

Generate report creates a report with specified issue or change information. You can choose to generate a report by selecting a report template, defining the change information the report will contain, and selecting a report output format such as pdf, html, rtf, xls, and xml.

You can also generate a change report from the change search results page.

Add to Change Order

Add the issue or idea to a change order.

Add to Change Request

Associate the issue or idea with a change request.

Promote

Change the issue or idea's status. For example, from Review to Approval.

The following action is available for only Change Issues and Change Ideas:

Add to Issue

Associate the issue or idea with another issue.

   To perform an action:

1. On an issue, change request, or change order detail page, select an Action and click Go.

2. Enter information in the required fields.

3. Optionally, enter a comment and click Apply.