Maintaining Change Requests

The Change Request portal is used to display and maintain a change request record.

Refer to About Change Requests for more information.

You can access the portal from Menu, select Resource Management, then select Change Request.

• If Add is selected:

  • Only a “Generic” change request can be created.

    Note: Creation of any other type of change request must be on the change request associated record. Once on the associated record, user permissions drive who is able to create the change request. Users having full permissions can select Edit to make their changes or select the Create Change Request button directly from the Dashboard. Users having limited permissions can only create a change request by selecting the Create Change Request button directly from the Dashboard. Once the change request is created, users having full permissions can view the change request by going directly to the associated record and clicking the change request hyperlink from the zone on the Dashboard.

• If Search is selected:

  • User is brought to a query portal with options for searching for a specific change request. Once a change request has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

• Change Request: This zone displays information about the change request, including the description of the change and any warning information.
• Original: This zone displays the original details of the request.
• Proposed: This zone initially displays original data. Selection of an Edit hyperlink enables the user to update the data to proposed values. This zone highlights the updated Field names and also the List Headers on the associated record if the content of the list has changed.
• Attachments: This zone enables users to manage all types of attachments for the change request record.