Manage Change Orders and Change Requests

You can search for and perform actions on changes using the Manage Change Orders and Manage Change Requests pages.

You can filter changes based on type and use other criteria to narrow your search results to the most relevant results. You can also use the Add Fields button to add more fields to the search criteria. The fields you add can be configured to appear as columns in search results.

Note:

• To configure the fields appearing in search results, click View > Show more columns.
• When you search for the Change Request change type, the search results also include deviation requests.

Here are some actions you can perform from the Manage Change Orders and Manage Change Requests pages:

• Add new change orders or duplicate existing ones.
• Delete change orders by adding them to a delete group. You can delete change orders that are in the Draft status. You can delete change orders that are in the Canceled status too, but a canceled change order with even one scheduled or completed line can’t be deleted.
• Manage the change order workflow by using change order actions: Promote, Demote, Hold, Release Hold, and Cancel.
• Generate change order details report.

Here are some details on the Manage Change Orders and Manage Change Requests pages:

• Search Filter

  You can use this filter to search by a change type. The default search filter is set to All Change Types.

• Saved Search

  The default saved search is titled Application Default. This is executed when you select a change type.

• Manage Watchlist

  Use the Watchlist to track important business objects. The watchlist is categorized by the functional areas. Each item on the Watchlist page is made up of descriptive text followed by a count. Click the watchlist item to navigate to the object of interest.

  You can create your own watchlist items based on saved searches. Click the Manage Watchlist icon on the Manage Change Orders or Manage Change Request page. In the Manage Watchlist dialog box, select the check box Include Saved Searches to add the saved searches to the watchlist.

  You can use the Watchlist page in the Set Preferences work area (Navigator > Tools > Set Preferences) to determine which categories and items to show or hide in the watchlist.

  You can create watchlists for corrective actions and problem reports.