Change Request Properties Page

The change request Properties page shows change request (CR) attributes. The Properties page is shown when a CR is created.

To access the change request Properties page, do one of:

  • Select the CR on the My Changes > Change Requests tab.
  • Click Search > Change Management > Change Request, then search for and select a CR.

This page discusses:

Columns

AttributeDescription
MessagesDisplays a message if you have been assigned to a route task connected to the CR
StatusChange request status:
  • In Work (not late)
  • In Work (late)
  • Completed (on time)
  • Completed (late)
NameName of the CR
StateCurrent state of the CR in its lifecycle
TypeThe CR type or subtype
PolicyLifecycle policy that governs the CR
OriginatorPerson who created the CR
Change CoordinatorPerson responsible for change assessment and completion
OwnerPerson responsible for the CR
DescriptionDetails about the needed change
Reason for ChangeWhy the change is needed
OrganizationCompany or business unit that is responsible for the CR
Reported AgainstItem about which the change was reported
Change DecompositionEnable to allow multiple COs to be created for the CR
Category of ChangeCategory to which the CR belongs
CO TemplateOnly shown if Quality-based Document Control is installed.

When a change order is created from the CR, this change template is used as the template for the new change order. Any questionnaires or eForms defined for the template are used for the new change order.

Severity Severity of the change.
Evaluation Approvers ListChange template that specifies the users who are responsible for reviewing and approving the request
Informed UsersMember list that includes users who are notified when the CR is complete
OriginatedDate when the request was created
ModifiedDate when the request was last modified
Estimated StartDate when the review should start
Estimated CompletionDate when the review should be completed
Actual StartDate when the CR was promoted to the Evaluate state in its lifecycle
Actual CompletionDate when the CR was promoted to the Completed state in its lifecycle

Actions Menu and Page Toolbar

CommandDescriptionFor More Information
Edit Details Enable editing of the CR.Editing Change Request Details
Transfer Ownership Transfers ownership of the CR.Transferring Ownership
Cancel Shown only for the CR owner. Cancels the CR and all affected change actions.-
Hold Place the CR on hold.Holding a Change Request
Resume Shown only for CRs in the On Hold state. Promotes the CR and connected change actions back to the state they were in when the CR was put on hold.-
Subscribe Subscribes to notifications for CR events such as cancel and hold.Subscriptions Page
HTML Report Generates a summary report for the CR in HTML format.-