Managing Change Orchestration for Change Orders

You can add change actions (CA) under change orders (CO) to manage the changes. You can also add sub-COs under the parent CO and CAs under sub-COs.

Required access role: Leader

This task shows you how to:

Before you begin:
  1. From the Change Governance home page, open the required change order.
  2. Click the Change Orchestration tab.

Create Change Order

You can create COs under the CR to manage the changes.

  1. From the Change Orchestration tab toolbar, click > New Change Order.
  2. Enter the following details.
    Field Description
    Credentials Select your credentials using which you want to create the CO. Credentials are listed in the collaborative space.role format.
    Title Enter a title for the CO.
    Description Describe the CO.
    Severity Select a severity for the CO.
    Due Date Select a date by which you want the change to be completed.
  3. Click Create and Close.
    The CO is created and associated with the CO.

Create Change Action

You can add CAs directly under the CR or under COs to implement the changes.

  1. Optional: If you want to create the CA under a CO, select the required CO.
  2. From the Change Orchestration tab toolbar, click > New Change Action.
  3. Enter the following details.
    Field Description
    Credentials Select your credentials using which you want to create the CA. Credentials are listed in the collaborative space.role format.
    Title Enter a title for the CA.
    Description Describe the CA.
    Severity Select a severity for the CA.
    Due Date Select a date by which you want the change to be completed.
  4. Click Create and Close.
    The CA is created and associated with the CO.

Add Change Actions and Change Orders

You can add existing CAs and COs to the CO. When you add a CO under another CO, the CO that you want to add must be connected to the same CR as the parent CO or must not be connected to any CR

  1. From the Change Orchestration tab toolbar, click > Add Existing.
  2. Search for the required CA or CO.
  3. From the search results, select the required objects and click OK.

The selected objects are connected to the CO, and are listed in the Change Orchestration tab.

Add Objects to Change Order

You can add objects to a change order if you want to track changes made to that object.

The change order owner or a change coordinator can perform this action.

  1. Drag the required object from any widget to the Change Orchestration tab of a change order.
    A message appears asking if you want to add the object to the change order.
  2. Click OK.

A change action is created automatically and the dragged object is added to the change action as a proposed item.

Remove Change Actions and Change Orders

You can remove the CAs and COs that you have connected to the CO.

  1. From the Change Orchestration tab, select the CA or the CO that you want to remove.
  2. Click Remove.

The selected objects are removed from the CO.

Delete Change Actions and Change Orders

You can opt to permanently delete CAs and COs that are connected to the CO.

  1. From the Change Orchestration tab, select the CA or the CO that you want to delete.
  2. Click Delete.
    A message appears asking if you want to delete the object permanently.
  3. Click OK.

The selected objects are deleted permanently.