Changes > Add Changes

To add a Change, proceed as follows:

➢Click on New Change. ▶ The Quick Create: Change form for creating a Change opens.

▪Fill out the form:

▶ To add a Change, the mandatory fields must be filled out. All mandatory fields are marked with a red star.

▪General:

▪Title: Enter a meaningful title for the Change.

▪Project: The current project is selected by default.

▪Details:

➢Enter a meaningful description of the Change.

▪Owner: Creator of the Change. The current user is entered by default.

▶ You can select a different project and owner by clicking on the search icon (magnifying glass) and selecting a different project or owner from the drop-down menu.

▪Requested By: Stakeholder requesting the Change.

➢Click on the input field, press the Enter key, and enter the desired name.

▪Assigned To: Stakeholder to whom the Change is assigned.

➢Click on the input field, press the Enter key, and enter the desired name.

▪Requested Date, Planned Start Date, Planned End Date:

➢Click on the calendar icon and enter the date.

▪Change Type:

➢Click in the field and select the type of Change from the drop-down menu. .

▪State:

➢Click in the field and select the status from the drop-down menu.

▪Approval:

➢Click in the field and select the approval status from the drop-down menu.

▪Priority:

➢Click in the field and select the priority from the drop-down menu.

▪Risk:

➢Click in the field and select the risk from the drop-down menu.

▪Impact:

➢Click in the field and select the impact from the drop-down menu..

▪Cost Impact:

➢Enter an amount.

▪Additional Comments, Work Notes, Benefits, Change Plan, Backout Plan, Test Plan:

➢Enter meaningful descriptions in the appropriate fields. .

➢Click Save and Close.

➢Click the down arrow and Save & Create New to add another Change.

▶ A Change has been added.

▶ The Change appears in the Active Changes table.