Validate a phase record

Applies to User Roles:

System Administrator

After you create a new phase, you must validate the phase to ensure that all forms created for the new phase are accessible.

To validate a phase record, follow these steps:

  1. Click Change Management.
  2. Do one of the following:

    • Click Changes > Change Phases.
    • Click Tasks > Task Phases.
  3. Use search or advanced search to find one or more records.
  4. Click a change or task phase record to view its detail.
  5. Click More or the More actions icon.
  6. Click Validate Phase.
  7. If you do not have a new form for your phase, HPE Service Manager prompts you to create the form, and then opens Forms Designer.
  8. When the new form is complete, click OK.