Add Form Controls to Change Request Forms

Use the Form Editor in CSM Administrator to add Form Controls to Change Request Forms.

This functionality is only available if you have applied the Risk for Change mApp Solution. For more information, refer to the mApp Solution Tech Notes documentation.

To add Forms Controls to Change Request Forms:

Open the Form Editor
Add the Create Risk Assessment link to Change Request Forms:
1. In the Form drop-down (upper-left), select Risk for Change Form Elements.
  The Risk for Change Form Elements Form opens.
2. Click the Create Risk Assessment Link Label Control.
3. In the CSM Desktop Client menu bar, click Edit>Copy.
4. In the Form drop-down, click Default Form.
  The Default Form opens.
  1. In the CSM Desktop Client menu bar, click Edit>Paste.
    The Link Label Control displays on the Form.
  2. Drag-and-drop the Link Label Control to the I Want To section.
  3. Click the Update Blueprint button .
5. In the Form drop-down, select Assess Normal.
  The Assess/Approve Form opens.
  1. In the CSM Desktop Client menu bar, click Edit>Paste.
    The Link Label Control displays on the Form.
  2. Drag-and-drop the Link Label Control to a location on the Form (based on your Form design).
  3. Click the Update Blueprint button .
6. In the Form drop-down, select Assess Emergency.
  The Assess Form opens.
  1. In the CSM Desktop Client menu bar, click Edit>Paste.
    The Link Label Control displays on the Form.
  2. Drag-and-drop the Link Label Control to a location on the Form (based on your Form design).
  3. Click the Update Blueprint button .
Add the Go to Last Risk Assessment link to Change Request Forms:
1. In the Form drop-down (upper-left), select Risk for Change Form Elements.
  The Risk for Change Form Elements Form opens.
2. Click the Go to Last Risk Assessment Link Label Control.
3. In the CSM Desktop Client menu bar, click Edit>Copy.
4. In the Form drop-down, click Default Form.
  The Default Form opens.
  1. In the CSM Desktop Client menu bar, click Edit>Paste.
    The Link Label Control displays on the Form.
  2. Drag-and-drop the Link Label Control to the I Want To section.
  3. Click the Update Blueprint button .
5. In the Form drop-down, select Assess Normal.
  The Assess Form opens.
  1. In the CSM Desktop Client menu bar, click Edit>Paste.
    The Link Label Control displays on the Form.
  2. Drag-and-drop the Link Label Control to a location on the Form (based on your Form design).
  3. Click the Update Blueprint button .
6. In the Form drop-down, select Assess Emergency.
  The Assess Form opens.
  1. In the CSM Desktop Client menu bar, click Edit>Paste.
    The Link Label Control displays on the Form.
  2. Drag-and-drop the Link Label Control to a location on the Form (based on your Form design).
  3. Click the Update Blueprint button .
Replace Risk Analysis text on all applicable Change Request Forms:
1. In the Form drop-down (upper-left), select Risk for Change Form Elements.
  The Risk for Change Form Elements Form opens.
2. Click the Create Risk Assessment Link Label Control.
3. In the CSM Desktop Client menu bar, click Edit>Copy.
4. In the Form drop-down, select [Change Form].
  The [Change Form] Form opens.
  1. Select the exiting Risk Analysis Text Label Control, and then click Edit>Delete Selected Controls.
  2. In the CSM Desktop Client menu bar, click Edit>Paste.
    The Text Label Control displays on the Form.
  3. Drag-and-drop the Text Label Control to a location on the Form (based on your Form design).
  4. Click the Update Blueprint button .
Click the Home button .
Publish the Blueprint to commit the changes (File>Publish Blueprint).