User Interface

When you open the Change Action Management Native app, you are prompted to create a change action (CA) in the Change Action window. If you want to view an existing CA, close the Change Action window. Then, search for and open the CA you want to view. Each CA that you either create or open is listed in its own tab at the top of the screen.

You need to be assigned the Change Management (CHG) license to hold, resume, or transfer change actions.

This page discusses:

Change Action Management Menu

After you open Change Action Management, these commands appear as icons at the top of the screen. Some icons may be available depending on the maturity of the CA and your access level.

Command Name Description
Refresh Refresh the screen to show the most recent data.
Attach to Change Order Attach the CA to a change order. Available up to the Approval state.
Cancel Cancel the CA.

An administrator can cancel an active CA, even if the administrator is not a member of the CA.
Put On Hold Place the CA in the On Hold state.

An administrator can put a CA on hold, even if the administrator is not a member of the CA.
Transfer Owner Transfer the CA to another user.

An administrator can transfer a CA, even if the administrator is not a member of the CA.
Resume Resume a CA that is on Hold.

An administrator can resume a CA that is on hold, even if the administrator is not a member of the CA.
Work Under Open a work under session. This icon appears only if you are an Assignee of the CA and the CA is in In Work.
Open with Collaboration and Approvals Open the CA in the 3DSpace environment. You can then complete routes, view related change objects, and perform other tasks.

Change Action Tab Options

Action Description
Minimize Minimizes the selected app.
Maximize Maximizes the app.
Restore Down Restores the app for tiled view.

To view apps in side-by-side view:

  1. Right-click the app tab and select Widget Layout Preferences.
  2. Clear the Create widget in new tab check box and click OK.
  3. In the upper-right corner of an app tab, click Restore Down.
  4. Open another app and click Restore Down.

If you select an object in the Proposed Changes tab or the Realized Changes tab of the Change Action widget, the same object is selected in the other widget.
Close Closes the app.