Setting Up Change Management Business Units

To set up Change Management business units, use the Change Management Definition (RG_BUSINESS_UNIT) component.

This topic discusses how to set up Change Management business units.

Page Name	Definition Name	Usage
Define Change Management Page	BUS_UNIT_TBL_RG	Define business rules for a call center business unit.

Use the Define Change Management page (BUS_UNIT_TBL_RG) to define business rules for a call center business unit.

Navigation

select Set Up CRM, then select Business Unit Related, then select Change Management Definition

Image: Define Change Management page

This example illustrates the fields and controls on the Define Change Management page.

Field or Control	Definition
Business Unit	Enter a business unit identifier. To maximize system performance, always use exactly five characters.
Short Description	Enter the description that will appear on the Case page and other places where the business unit appears.
Call Center Business Unit	Select the default call center business unit to use when selecting a case to relate to a change request.
Quality Business Unit	Select the default PeopleSoft Quality Management business unit to use when selecting a case to relate to a change request.
Phase Template Duration	Select either `Phase Level` or `Task Level.` Both phases and tasks can have durations. Your selection in this field tells the phase template load process whether to use the phase durations or task durations when loading phases and tasks for a change request. This functionality provides a way to define templates to have the flexibility for either phase or task duration calculations. If you do not select a template duration, the system defaults the value in this field to `Phase Level.` Note: If you define duration at the task level, the system enters both a start date and an end date using that task duration calculated for the change request. This provides flexibility to define templates that have both parallel and dependant (sequential) tasks on a change request when doing a template load. You can still, however, manually add phases and tasks where tasks can be parallel or dependent.

Page Used to Set Up Change Management Business Units