Update 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 When you update a phase record, you need to update svcCatStatusMap in Database Manager. This will ensure that any existing change requests or quote orders will receive the necessary phase record assignments based on the phase record you just updated.

To update a phase record for Change Management, follow these steps:

  1. Go to Tailoring > Process Designer > Workflows.
  2. Select the workflow name that matches the category where you want to update a phase.

    Note Select cm3r for Change Request phases or cm3t for Change Task phases.

  3. Using the visual workflow representation, click on the phase that needs to be modified and update it accordingly using the tabs located on the lower part of the workflow or click the option Additional Phase Information.
  4. Click Save and close the workflow tab.

To update a phase record for Request Management, follow these steps:

  1. Do one of the following:

    • Click Request Management > Orders > Order Phases.
    • Click Request Management > Quotes > Quote Phases.
  2. Use search or advanced search to find one or more records.
  3. Click a record to view its detail.
  4. Modify any fields that need to be changed for the existing phase.
  5. Click Save and OK.

Refer to the following example for how to update svcCatStatusMap in Database Manager.

To update the Source Record Status for the Ordering phase with the Source File Name of ocmq, follow these steps:

  1. Go to Tailoring > Database Manager.
  2. Type svc in the Form field, and then click Search.
  3. Click svcCatStatusMap in the Format Name column. The Service Catalog Status Mapping form opens.
  4. Click Search to open a list of Service Catalog Status Mapping phase records.
  5. Find and select the record with the Source Record Status of Orderingand the Source File Name of ocmq. Your updated phase record needs to base on this existing record.
  6. Verify that the number in the Status Score field contains the right phase number. If you updated the phase or changed the order of the original phases, you need to change the Status Score field number here to match the order of the phases.
  7. Save the phase record.