Header

The change header consists of two sections: an upper and a lower section.

Upper section

The upper section contains information about the person who requested the change, which company the requester works for and the change request id. The Save button is disabled until you have made changes to the request.

Change templates

Click the to either apply or create a new template.When you apply a template to a change, any information saved to the template will override the current change. When creating a new template, you select what information from the current change you wish to save to the template.
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Print

Click the button to print out select information about the change.

Lower section

The lower section contains information about the user who requested the change, the request subject, status, and change request coordinator.

Requester

If you click on the name of the requester, a small window with his/her contact information appears.

It is possible to switch requester. Simply do so by clicking on the pencil .

You can search for a user, find a user in the drop-down list or create a new user.

To open the users’ profile page and make changes to his/her contact information, click on the arrow . You can read more about the user profile page in the next chapter: Contacts: User profile page.

Status

It is easy to change the status on a change request. Simply click on the status field in the top-right corner, and a drop-down list with available options will appear.

Coordinator

The coordinator field is automatically set to None when you create a new change request. Clicking on the field will open a drop-down menu with a list of agents you can set as coordinator. A change request can be assigned to an agent by typing the name, or by navigating through the menu.