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"cat food" (quotation marks) |
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- Change Management administrative tasks
- Prompt reason for relating and unrelating a change to another
- View Change Management security profile records
- Modify an operator record to enable Change Management access
- Configure a Change Management environment record
- Delegate approvals to another operator
- Update an active approval delegation
- Disable an active approval delegation
- Copy an approval delegation
- View the Approvals section in Change Management
- Create a Change Management Group Definition record
- View a change category record
- View a task category record
- Delete a category record
- Print a category record
- Update a category record
- Security and access control
- Change Management environment record
- Create a new category from an existing record
- Add a phase to a category
- Access a phase or task record
- Access a phase or task record from a category record
- Create a phase record
- Delete a phase record
- Generate an automatic task for all members of a group (array based)
- Generate an automatic task for all members of a group (standard)
- Manually create tasks for all members of a group
- Print a phase record
- Update a phase record
- Validate a phase record
- View the Change Management background processor
- Access an Event Definition record
- Access an Alert Definition record
- Create an alert definition record
- Access Phase definition alert controls
- Access the Alert Log file
Create a phase record
Applies to User Roles:
System Administrator
Change, task, quote, and order phase records contain field names that are applicable to the function of the record. Like categories, there are some differences between a change, task, quote, and order.
Caution If you are using Service Catalog, you need to update svcCatStatusMap in Database Manager when you create or rename a phase record for cm3r or ocmq. This will ensure that any existing change requests or quotes created through Service Catalog will receive the necessary phase record assignments based on the phase record you just added.
To create a Change Management phase record, follow these steps:
- Click Tailoring > Process Designer > Workflows.
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To create a new phase record, select the workflow name that matches the category where you want to add a phase.
Note Select table name cm3r for a Change Request phase or cm3t for a Change Task phase.
- Click the Add Phase button to add a phase to the category you selected.
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Using the visual workflow representation, click on the phase that precedes your new phase and when the cursor changes to a hand, drag it to the new phase to link the two phases together.
Note If the new phase should also go to another phase, click on that phase and when the cursor changes to a hand, drag it to the corresponding phase.
- Modify fields on the other tabs as necessary, and then save the new record.
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Update svcCatStatusMap in Database Manager.
As an example, create a new request order phase, Ordering2, and add the new phase after the Ordering phase on the Customer request category. To reflect the new phase on the quotes submitted through the Service Catalog, follow these steps:
- Go to Tailoring > Database Manager.
- In the Form field, type svc and then click Search.
- Select svcCatStatusMap in the list. The Service Catalog Status Mapping page opens.
- Click Search to open a list of Service Catalog Status Mapping phase records.
- Find and select the record with the Source Record Status of Ordering and the Source File Name of ocmq. Your new record needs to base on this existing record.
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In the Source Status field, type Ordering2 and then click Add.
Caution Be sure to add the new phase record by clicking the Add button, rather than save updates to the existing record.
- Verify that the number in the Status Score field contains the right phase number. If you added an intermediate phase or changed the order of the original phases, you need to change the Status Score field number here to match the new order of the phases.
- Save the new phase record.
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