Create a change request

A Change Request is a smaller unit of a task that makes up a Change Project, and is needed to complete the Change Project task.

About this task

A Change Project contains one or more change requests. For example, a Change Project called "Building Catalog" can contain a number of Change Requests such as "Create organization", "Add users" or "Add items". A Change Project must be created before creating Change Requests. Multiple users can be assigned to work on a Change Request simultaneously, however, a user can only work on one Change Request at a time.

Create Change Request Workflow

For a selected Change Project, create a Change Request with the basic information such as ID and description.

Assign contributors (users) who can work on the Change Requests.

Contributors work on the Change Requests and mark them as complete once done.

Each Change Request can be in one of the following statuses during its work cycle:

Draft
When a Change Request is created, it is in the "Draft" status, by default. Users cannot work on the draft Change Requests.
Open
When a Change Project is activated, the Change Request belonging to it becomes "Open". Users can work on the open Change Requests. A Change Request can be in "Open" status when the Change project it belongs to is in the "Open" or "Work in Progress" status.
Work In Progress
When a user starts a Change Request to work on, the Change Request moves to the "Work in Progress" status automatically.
Completed
When the Change Request is complete, the user moves the Change Request to "Completed" status. Once the Change Request is complete, it cannot be modified.

To create a Change Request:

Procedure

  1. Log in to Sterling Business Center as an Enterprise Administrator or a user with Change Project permissions.
  2. The application home page is displayed. The My Change Projects dashlet displays all the Change Projects that you created. Each displayed Change Project name is a hyperlink.
  3. In the My Change Projects dashlet, select the change project, for which, you want to add Change Requests.
    The Change Project Details screen is displayed.
  4. In the Change Requests panel, click Add to create a Change Request for the selected Change Project.

    The Change Request Details screen is displayed. Fields marked with "*" are mandatory.

  5. Specify the following to create a Change Request.
    1. In the Change Request ID box, enter a unique identification for the Change Request. The name of the Change Project for which the Change Request is being created is also displayed.
    2. In the Short Description box, enter a short description for the Change Request. For example, "Creating organization".
    3. In the Long Description box, enter an explanation for the new Change Request task. You can add localized values for both the short and long descriptions by clicking the Localize button adjacent to the boxes.
    4. You must assign contributors who can work on the Change Request. See the section, Assign Contributors to a Change Request for details on assigning contributors to the Change Request.
  6. After you enter the above information, select any of the following options:
  7. Click Save to save the new Change Request.
  8. Click Save and New to save the Change Request and create another Change Request for the selected Change Project.
  9. You must activate the Change Request so that it can be executed. To activate the Change Request, click Open in the Change Request Details screen.
    Note: You can activate the Change Request only after it is saved. The Open button is enabled only after you save the Change Request.

Results

The newly created Change Request is now in the "Open" status and is available for the assigned contributors for further processing.

Assign contributors to a change request

About this task

Contributors are designated users who process the assigned Change Requests and take it to completion. Once the contributors complete the Change Requests, they move them to the "Completed" status. When all the Change Requests of a Change Project are completed, the change project can then be approved and later, published.

To assign contributors to the Change Request:

Procedure

  1. Log in to Sterling Business Center as an Enterprise Administrator or a user with Change Project permissions.
  2. The application home page is displayed. The My Change Requests dashlet displays a list of the Change Requests that are assigned to you along with their status.
  3. Each of the listed Change Request is a hyperlink. Select a Change Request to view its details.
  4. The Change Request Details screen is displayed. In the Contributors panel, click Add to assign contributors for working on the Change Request.
  5. The User search screen is displayed. Search for the required users by specifying the given search criteria. If you do not specify the criteria, a list of all the available users is displayed. For details on user search, see the topic, Search for a User.
  6. Select the users you want to assign to the Change Request, and click Select.
  7. The Contributors panel is now populated with the selected users who can work on the Change Request.
  8. Click Save to save the Change Request.

Results

The Change Request is now ready for further processing by the assigned contributors.

Remove contributors from a change request

About this task

To remove contributors from a Change Request:

Procedure

  1. Log in to Sterling Business Center as an Enterprise Administrator or a user with Change Project permissions.
  2. The application home page is displayed. The My Change Requests dashlet displays a list of the Change Requests that are assigned to you along with their status.
  3. Each of the listed Change Request is a hyperlink. Select a Change Request to view its details.
  4. The Change Request Details screen is displayed. The Contributors panel in the Change Request Details screen displays all the contributors assigned to a Change Request.
  5. Select the contributors you want to remove by marking the check box adjacent to the contributor names.
  6. Click Delete to remove selected contributors from the Change Request.
    The Delete button is enabled only when you select a contributor for deletion.
  7. The system prompts you for confirmation. Click Yes to delete the selected contributors from the list.
  8. Click Save to save the Change Request.