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.
- 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.
- 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.