Linking Related Change Requests

Related change requests (CRs) are useful when investigating a solution for a CR that might be similar to other CRs. Siebel Quality uses the following other designations to define the relationships that can occur between CRs:

• Duplicate (Dup-Double Entry). The same CR is entered more than once. Not only is the functional description the same, but other critical factors such as environment, language, or product are the same.

• Dependent Upon. You cannot resolve the CR until another CR is fixed.

• Miscellaneous (Misc). An arbitrary relationship exists between CRs. This designation allows you to track together multiple CRs, although they might not depend on each other or match each other.

This topic includes tasks for creating and managing the related CRs. To create a relationship between 2 existing CRs, perform the following tasks.

To link a related change request from a parent change request

1. Navigate to the Quality screen, then the Change Request List view.

2. Select the primary CR to which you want to relate another CR.

3. Drill down on the Change Request number (#) field, and click the Related CRs view tab.

4. In the Related CRs list, create a new related CR record.

5. In the Add Change Request dialog box, select the CR you want to relate to the primary CR as a child, and click OK.

6. In the Relationship Type field, select the type of relationship that the related CR has to the parent CR.

7. In the Comments field, record the action you took, and note any additional relevant information.

You can also link a related change request from a child change request.

To link a related change request from a child change request

1. Navigate to the Quality screen, then the Change Request List view.

2. Select the CR record you want to link to another CR record as a child.

   Note: The child CR cannot have any related child CRs. To check for related child CRs, drill down on the Change Request number (#) field, and check the Related CRs view tab.

3. In the Primary Occurrence field, select the CR number of the parent CR.

4. Drill down on the Change Request number (#) field.

5. In the Comments field of the More Info form, record the action you took, and note any additional relevant information.

6. Click the menu button, and select Go to Primary Occurrence.

   The Change Request form displays the CR record you just designated as the parent (primary occurrence).

7. Click the Related CRs view tab.

8. In the Related CRs list, select the child CR record you just linked as related to the parent.

9. In the Relationship Type field, select the type of relationship that the child CR record has to the parent CR record.